Using ClickUp to File Tasks

Escalate requests to create ClickUp Tasks from triage channel or More Actions

If you use ClickUp as your engineering or task management system, you can track Slack threads as tasks on ClickUp.

Learn how to connect ClearFeed with ClickUp here before proceeding further.

File Tasks from Triage Channel

To track requests on triage as ClickUp tasks, you can follow the steps given below:

1. Navigate to the request

2. Click on More Actions

3. Select File a ClickUp Task

4. Pick the messages you want to include in the task

5. Choose the Location, Priority, and Due Date for the Task

   1. Name and Description are pre-filled based on the messages

   2. Additional fields may be shown depending on the ClickUp Location

6. Choose if the Task details are shared on the Request Channel

   1. Post Clickup task details to the Request channel: Task comments will not be synced back to the request channel thread.

   2. Post Clickup task details to the Request channel and sync task comments: Task comments will be synced back to the request channel thread.

   3. Note: Keep both boxes unchecked to not share the task details.

File Tasks using Slack More Actions

You can convert any Slack thread into a ClickUp task by following the steps mentioned below:

Prerequisite: The channel should be monitored by ClearFeed before task creation can be made possible. Learn how to monitor channels here.

1. Hover over the message you want to track as a ClickUp task.

2. Click on More Actions (three-dot menu).

3. Select ClearFeed Actions.

4. Select File a ClickUp Task

5. Pick the messages you want to include in the task

6. Choose the Location, Priority, and Due Date for the Task

   1. Name and Description are pre-filled based on the messages

   2. Additional fields may be shown depending on the ClickUp Location

7. Choose if the Task details are shared on the Request Channel

   1. Post Clickup task details to the Request channel: Task comments will not be synced back to the request channel thread.

   2. Post Clickup task details to the Request channel and sync task comments: Task comments will be synced back to the request channel thread.

   3. Note: Keep both boxes unchecked to not share the task details.