Easy Tech Tuts
ClickUp

How to Integrate ClickUp with Microsoft Teams

By Impran M N

If your team communicates in Microsoft Teams but tracks work in ClickUp, this integration cuts down on switching between apps. This guide covers installing the official ClickUp extension from the Teams App Store, embedding a live ClickUp List into a channel tab, and using message shortcuts to turn a chat thread directly into a task.

01Open the Teams App Store

In Microsoft Teams, click the Apps icon in the bottom left navigation sidebar to browse available integrations.

02Install the ClickUp extension

Search for ClickUp, select the official extension, and click Add to install it.

03Authorize the connection

Pass the OAuth handshake gateway and select your target ClickUp workspace to link the two platforms.

04Add a ClickUp tab to a channel

Inside a specific Teams channel, use the top bar to add a new tab and select ClickUp, then choose your target Space, Folder, or List.

05Set up notification triggers

Configure the channel notification framework so specific task status changes automatically post as chat alerts.

06Turn chat messages into tasks

Hover over a chat bubble and use the message shortcut to instantly generate a new ClickUp task from that conversation.

FAQ

Frequently asked questions

Can I see my ClickUp tasks directly inside a Teams channel?

Yes, embedding a ClickUp List, Whiteboard, or Doc into a channel tab lets your team view live task data without leaving Teams.

Does this integration notify the channel when a task changes?

Yes, you can configure notification rules so status, assignee, or priority changes in ClickUp automatically post as alerts in the linked channel.

Can I create a task from an existing chat message?

Yes, hovering over a message reveals a shortcut to instantly convert that chat thread into a new ClickUp task.

Do I need admin permission to install ClickUp in Teams?

That depends on your organization's Teams app policies, since some admins restrict which third-party apps members can install.

Watch the full walkthrough

The same steps, demonstrated on screen from start to finish.