Instant Message

  • Great for beginners
  • Ready-to-use, fully customizable Task
  • Get started in seconds
Template Level
slide 1
Easily navigate your way through the Instant messaging application by considering good message practices indicated in this Template.

Instant messaging is a key part of any organization’s communication strategy. But with so many tools and channels, it can be hard to keep track of conversations.

ClickUp's Instant Message template helps you centralize conversations in one place and get the most out of your team's IMs. By using this template, your team will be able to:

  • Unify conversation threads in one organized place
  • Prioritize conversations for maximum productivity
  • Make sure that no messages are overlooked or forgotten

Say goodbye to disorganized chats and hello to streamlined collaboration! With ClickUp's Instant Message template, you'll never miss an important message again.

Benefits of an Instant Message Template

Instant messaging has become an essential part of staying connected—and having the right message templates can help you make the most of it. Here are just a few of the benefits:

  • Time saving—no need to craft the same message multiple times
  • Eliminates the need to worry about typos or grammar errors
  • Ensures a consistent brand voice and message
  • Allows for quicker response times to customer inquiries

Main Elements of an Instant Message Template

ClickUp's Instant Message Template is designed to help you streamline communication and increase productivity. This Task template includes:

  • Custom Statuses: Create tasks with custom statuses to keep track of the progress of each message
  • Custom Fields: Categorize and add attributes to manage your messages and easily distinguish between important threads
  • Custom Views: Start with this Task template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve instant messaging with comment reactions, comment threads, attachments, and priority labels

How to Use an Instant Message Template

Instant messaging can be a great tool to help teams stay connected and make sure that everyone is on the same page. Here are some steps to help you get started with the Instant Message template in ClickUp:

1. Set up the instant message template

Use the Instant Message template in ClickUp to create an internal chat room for your team. This will make it easier to keep conversations organized and all the messages in one place.

2. Invite team members to join

Invite your team members to join the chat room and start having conversations.

Use Email in ClickUp to easily send out invites to join the chatroom.

3. Establish rules and guidelines

It’s important to set up rules and guidelines so everyone knows what’s expected when it comes to communication in the chatroom.

Use Docs in ClickUp to create a document with your team's rules and guidelines for the chatroom.

4. Start conversations

Now that everyone’s in the chatroom, it’s time to get the conversation going! Ask questions, share updates, and create tasks and goals.

Create tasks in ClickUp to keep track of conversations and goals discussed in the chatroom.

5. Monitor activity

Monitor the chatroom for any activity that you need to address. Make sure you are addressing any issues that come up in a timely manner.

Use Dashboards in ClickUp to monitor the activity in the chatroom and take action as needed.

Get Started with ClickUp's Instant Message Template

Chat users can use this Instant Message Template to help everyone stay on the same page when it comes to communicating quickly and efficiently.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to streamline conversations with team members:

  • Create a project for each conversation topic
  • Invite team members to join the conversation
  • Use the search bar to quickly find important messages
  • Utilize the archive feature to store messages that are no longer relevant
  • Set up notifications to stay up-to-date on conversation progress
  • Hold regular meetings to discuss any issues or progress
  • Monitor and analyze conversations to ensure maximum productivity

Get Started with Our Instant Message Template Today

Related Templates

Template details