The greatest gift I’ve had this year is ClickUp rolling out a feature that lets you create a ClickUp task straight from a Microsoft Teams chat message.

It saves all the copy pasting and faffing around – love it.

Here’s how it works.

Hover over the chat message in Teams and click on the 3 dots:

You won’t see the ClickUp option first, so you’ll have to go to ‘more actions’ to find it. Once you’ve used it once, it will stick in the menu as above.

The first time you click on Create ClickUp task – you’ll be asked to connect your account. You’ll need to complete this step for this whole thing to work.

Once you have done that, you’ll be able to click Create ClickUp task.

First, you’ll need to choose a location (which actually in ClickUp world is a ‘list’):

Once you have chosen a list and pressed ‘next’ – you’ll get to enter more details:

You can do most of the normal things you’d do with a ClickUp task – you can give the task:

• A title
• A due date
• A priority
• An assignee

If you have custom fields set up in the list you have chosen, it doesn’t look like you can set those options from here, so you’ll need to go back in to ClickUp to do this afterwards.

Press create and you’ll get a success message:

Clicking view will take you directly to the task in ClickUp.

The coolest thing about this is that when you open up the task you will see the description has a Microsoft Teams link in it, as well as a copy of the text from the chat message that you created the task from.

When you click on the Microsoft Teams link, Teams will open and take you directly back to that chat message. This is exactly what I wanted, as you then get any context around the chat message which might not have been captured in the task!

Thank you ClickUp – it’s the feature of my dreams.