Get notifications, rich unfurling, and task searching all inside Microsoft Teams when you use the ClickUp add-on!
Note: You must have a ClickUp account to use the Microsoft Teams integration.
How to install the ClickUp and Microsoft Teams integration
Visit the apps section of Microsoft Teams
Search for ClickUp
Click to open the app details
Connect your ClickUp Workspace
All set! You've added ClickUp to your Microsoft Team.
ClickUp will show as available in all teams, chats, and channels. To see ClickUp notifications, each channel will need to be configured individually (you'll need to add a ClickUp connector to the channel).
Note: Microsoft Team owners have the ability to restrict external apps. If you're not able to find and add ClickUp, request it from your Team owner! Some apps can only be added by the Team owner due to additional permission requirements.
How to use this integration
Notifications work by subscribing to a specific Space, Folder, or List in ClickUp. Any new comments, attachments, status changes, and assignee updates are then sent directly into your Microsoft Teams channel.
Open a channel's
Select a Space
Optionally, choose a specific Folder or List
Saveand check for the confirmation below
2. Unfurled ClickUp Links
Rich unfurling lets your teammates know which task you're discussing by adding details to a ClickUp link shared in your channel.
Open a channel
Paste a ClickUp task link
Click the expand button in the top right of the message for even more detail
3. Messaging extension
Easily find and attach a task right into any Microsoft Teams conversation.
Click the ClickUp Add-In icon in a channel
Search for a task
Select the task to unfurl its details into the channel
Note: When you connect Microsoft Teams and ClickUp, you'll have to set up your connecter for each channel that you would like to see ClickUp notifications on.
Bring your ClickUp Workspace into Teams
Add task views right into Microsoft Teams by embedding public read-only views from your ClickUp Workspace! Here's how:
In Teams, click the
+to create a website tab
Paste the link for your publicly shared view into the website tab
Save. You can opt to simply add the tab, or post in the channel so others are notified
Anyone with access to that tab in Teams will be able to see your shared ClickUp view!
If you are experiencing issues with this integration, we recommend trying the following steps:
Restart your computer or restart the Microsoft Teams window
Reinstall the Microsoft Teams app (disregard if you are going to the website)
Check if another user on your team is able to install the ClickUp app successfully
If you're unable to link messages in Microsoft Teams with ClickUp tasks (or you can only see tasks from a different ClickUp Workspace), simply follow these steps:
New Conversationin a Microsoft Teams channel
Right click on the ClickUp icon shown below the new conversation field
In the pop up window, you can:
Click on your Workspace avatar to pick a different default Workspace
sign out, and sign back in with your ClickUp account
What Else Would You Like to See?
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