How to Integrate ClickUp with Slack

Whereas Slack facilitates a extra collaborative, adaptable and inclusive working surroundings for you and your group, the ClickUp integration additional boosts your productiveness. It allows you to do greater than discuss along with your coworkers. You possibly can maximize your group’s productiveness by taking actions like creating your paperwork with out ever leaving Slack. It’s so simple as sending a message to everybody in your organization by way of Slack.

You possibly can create advertising and marketing plans, studies, methods and different paperwork in rich-text codecs proper inside Slack utilizing the ClickUp integration. Comply with these tricks to see how one can leverage the productiveness inherent in these two instruments to create a seamless workflow.

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Stuff you’ll want

• Your e mail account
• Slack account
• Clickup account

Notice: You possibly can solely entry the Slack integration by way of Slack’s on-line app. Additionally, you’ll be able to solely combine Slack with ClickUp if you’re within the administration group or the proprietor of the Slack channel.

combine Slack with ClickUp: Step-by-step ideas

Step one includes downloading probably the most present model of ClickUp in your cellphone or as an extension to your PC. Then, register to your ClickUp account (Determine A), and add it as an extension in your laptop.

After signing into your account, you’ll obtain a affirmation e mail with a code you should utilize to confirm your ClickUp account (Determine B).

Discover this e mail, and confirm the code is similar because the one proven in ClickUp (Determine C).

Activate the ClickUp add-on

As soon as verified, ClickUp will open, permitting you to create duties and lists and configure different settings in response to your wants. Now, to authorize Slack, navigate to the Settings menu, and choose Integrations (Determine D).

Choose Slack from the checklist of integrations, after which click on Add to Slack (Determine E).

This can trigger a pop-up from Slack to seem indicating that ClickUp is requesting permission to entry Slack workspaces. It’ll additionally summarize a few of the different options obtainable with the ClickUp integration. Evaluate these, and choose Grant ClickUp Entry (Determine F).

Your Slack has been efficiently linked with ClickUp after following this step.

Utilizing ClickUp in Slack

A ClickUp integration with Slack means that you can create and manage duties, create duties out of message and extra.

Create new duties

In any Slack channel, enter /ClickUp new to create a brand new activity immediately (Determine G).

Set up work to be achieved

In Slack, hyperlinks to duties will probably be supplemented with info, context and the chance to take motion on the duty as your group submits them. This info might embody who got here up with the duty and when, the challenge title, a short activity description, what work is in progress, the duty’s assignees, activity priorities, tags, the duty’s dad or mum folder and checklist, subtasks, and who remarked as quickly because it had been revealed.

Accessing these hyperlinks additionally means that you can take the next actions:

• Altering the present state of affairs
• Affectees of change
• Reorganize your targets
• Rename the tags
• Modify the deadlines for finishing duties

And utilizing Slack’s dropdown actions, you’ll be able to maintain observe of essential particulars like upcoming deadlines, priorities and extra (Determine H).

Create duties and feedback out of messages which were despatched.

Messages could also be used to create duties and feedback. A brand new window will open with additional choices so that you can choose.

Get notifications

Chances are you’ll select which Slack channels you need to get activity alerts from ClickUp. You possibly can create duties, publish feedback and even change your standing by customizing your notification choices.

add Slack messages to ClickUp duties

By attaching Slack messages to ClickUp duties, the Slack message will probably be pasted right into a ClickUp remark in a quote model. It’ll additionally present a hyperlink to the Slack comment that was made.

So as to add a message, hover over a message to get extra details about it or click on the meatballs menu to entry different message shortcuts. Choose Add Remark, kind your remark and click on Add (Determine I).

Allow Slack notifications in ClickUp

Slack alerts can’t be enabled till workspace homeowners or directors have activated the Slack integration. To activate the Slack connection, observe the steps outlined on this article.

ClickUp presently solely helps the mixing of 1 Slack workspace at a time.

Notifications could also be enabled after the Slack integration is ready up for the workspace.

1. Utilizing the Workspace avatar within the backside left nook, select Integrations from the dropdown.
2. Choose the reference to Slack.
3. Determine on a Working Space.
4. Non-compulsory: Select a folder and an inventory of recordsdata inside.
5. Be sure you’ve chosen the Slack channel the place you’ll get alerts.
6. To alter the sorts of notifications, click on the Settings menu.

Among the notifications you’ll be able to obtain in Clickup embody:

• Arrange a notification to be notified as quickly as a brand new activity is created.
• Standing Modified: You’ll be notified when a activity’s standing modifications.
• New Remark: Get notified when a activity’s feedback are up to date.
• If an assignee modifications, you’ll be alerted by way of e mail.
• This feature contains all non-public duties, lists, and folders.

Please remember the fact that the one solution to get Slack alerts for duties unfold over a number of Lists is that if the duty’s main checklist is included within the desired location. Duties in a number of Lists will solely create Slack notifications if their house Record is included within the chosen location.

Allow private Slack notifications

Private Slack alerts may be tailor-made to your preferences. The method is just like enabling normal Slack notifications. To customise your Slack alerts:

1. Choose My Settings from the dropdown menu that seems whenever you click on in your workspace avatar within the backside left nook.
2. Click on Slack Notifications within the sidebar to allow them.
3. Determine on a Working Space.
4. Non-compulsory: Select a folder and an inventory of recordsdata inside.
5. Choose the Slack channel to which you need to publish notification messages.
6. To alter the sorts of notifications, click on the settings menu.

Among the private notifications in ClickUp embody:

• Obtain a notification every time a brand new activity is created.
• Standing Modified: You’ll be notified when a activity’s standing modifications.
• New Remark: Get notified when a activity’s feedback are up to date.
• New Attachment: Get notification when an attachment is added to a activity.
• If an assignee modifications, you’ll be alerted by way of e mail.
• This feature contains all non-public duties, lists and folders.

By organising private notifications, you will be alerted any time a activity is assigned to you.

And that’s all there’s to it. You’ve lastly built-in Slack with ClickUp. So, go forward and customise it in response to your wants.