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Use Email in ClickUp

Use the Email ClickApp to centralize your work and conversations.

Send and receive emails directly from tasks, with replies displayed as separate or threaded comments. You can quickly switch between leaving a comment for internal teammates and sending an email to anyone outside of ClickUp.

You can also create tasks or add comments by email.

What you'll need

  • Workspace owners and admins can enable this ClickApp.
  • Guests can't use the Email ClickApp. 
  • Workspaces on the Free Forever Plan get one free email account with 100 uses.
  • Workspaces on the Unlimited Plan get one free email account with unlimited use.
  • Workspaces on the Business Plan and above get two free email accounts, including signatures and email templates.
  • Workspaces on the Business Plan and above can remove the Sent using ClickUp watermark from emails sent from ClickUp.
  • Workspaces on the Business Plus and Enterprise Plan can use custom email permissions for admins and members.
  • Each email account you add can automatically transfer up to 100 contacts into ClickUp.
  • Scheduling emails is available on the Unlimited Plan and above.

Supported email providers

ClickUp currently supports the following email providers:

Email aliases and shared emails

If you can log into your email service using an email alias, then you can use it with Email in ClickUp!

Shared email addresses are supported if they have unique account credentials for login.

Activate the Email ClickApp

To activate the Email ClickApp:

  1. Open the App Center.
  2. From the App Center's left sidebar, click All ClickApps.
  3. Browse or search for the Email ClickApp.
  4. Click the toggle to activate the Email ClickApp.
  5. You can use the dropdown menu to activate the ClickApp in specific Spaces.
  6. Use the dropdown to add emails to tasks as threaded replies or new comments.

Authorize Email in ClickUp

When adding your email account to ClickUp, the permissions requested by ClickUp are specific to your email provider. For more information on these permissions, visit the following articles:

Manage email accounts

Owners and admins can view all email accounts, add accounts, and remove accounts from the App Center:

  1. Open the App Center.
  2. Select Email.

Email accounts can be used by an unlimited number of people. For example, you can choose to have everyone in your workspace use one email account.

The user that connected the email account must give others permission before they are able to send messages from the account.

You may need to occasionally re-authenticate the email addresses you've added to ClickUp based on your email provider or organization's security policies by visiting the Email integration page. 

Remove email accounts

Admins and owners can remove email accounts from the Email Integration page or when composing an email.

Empty email slots fall off when the billing cycle renews. 

Email Integration page

To remove an email account from the Integrations page:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Settings, then Email Integration.
  3. From the Email Integration page, hover to the right of the email account.
  4. To delete the email account, click the trash icon.

Composing an email

To remove an email account when composing an email:

  1. Click the From field.
  2. Select Manage accounts.
  3. Hover over the email you want to remove and click the delete icon to the right of it.
  4. Read the warning modal, then click Delete to confirm. 

Purchase additional email accounts

Admins and owners on the Unlimited Plan and above can purchase additional email accounts from the Email Integration page or when composing an email.

Email Integration page

To purchase additional email accounts from the Integration page:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Settings, then Email Integration.
  3. From the Email Integration page in the lower-left corner, click Add new.

Composing an email

To purchase additional email accounts when composing an email:

  1. Click the From field.
  2. Select Add email account.

The cost per additional email account is $24/year or $2/month, and the price will be prorated based on the time left until your next renewal date.

Once additional accounts are purchased, Workspace members can link their own email accounts to the Workspace.

You will need an active credit card associated with the Workspace to add another email address to the account. If you add an email account in the middle of a billing cycle, you will be charged a prorated amount for the time left until your renewal date.

Send emails from within a task

Once the ClickApp has been turned on, it's time to send the first email.

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To send an email from a task:

  1. Open a task.

  2. Click into the Comment field in the lower-right.

  3. Click the Email tab.

  4. If you haven't connected an email address, in the From field select Link an email.

  5. Enter the recipients, subject line, and email body.

    ClickUp will suggest some of your contacts when you first set up an email account, and request more to display as suggestions while you are typing in the To, CC, and BCC fields. 

  6. Add attachments and your signature.

  7. Click Send Email.

Once you've sent an email from your task, responses will be displayed in the task's activity feed in addition to your email inbox. To ensure compliance with the General Data Protection Regulation (GDPR), we no longer use a tracking pixel to display if an email sent from ClickUp has been seen.

In order to receive notifications for email replies, you must have ClickBot notifications enabled. Also, you must have sent the original email from the task or be a follower of the thread that originated with the sent email.

If an email is deleted in your inbox, its copy will not be deleted from your task.

ClickUp supports the following email features:

  • From: Select the email address you would like to send from.

  • To: Type the recipient's email address.

    • If your task has an Email Custom Field, that email will appear as a suggested email when composing. Click on the suggested email to quickly fill this field.

  • CC: Carbon copy your email.

  • BCC: Blind carbon copy your email.

  • Subject: Type the subject of your email. 

    • If the subject line of an email sent from ClickUp is changed by the recipient, you will not receive the reply within ClickUp. 

  • Message: Type the body of your email.

  • Attachments: Attach files to your email.

  • Signatures: On the Business Plan and above, easily sign off using custom email signatures.

  • Templates: On the Business Plan and above, repeat the same processes using custom email templates.

Emails sent from ClickUp tasks are subject to the email provider's attachment size limitations. For example, the attachment size limit for Gmail is 25 MB.

Create email signatures

Workspaces on the Business Plan and above can create email signatures. Each member can have multiple signatures.

To create a signature:

  1. When composing an email from a task, select Add signatures in the lower left.

  2. Select Add signature or Manage signatures from the options.

  3. Give your signature a name.

  4. Create your signature.

    You can write your signature using HTML by clicking the icon in the upper-right corner.

  5. Save the signature.

You can make a signature the default by clicking the ellipsis ... next to the signature and toggling on the option to Set as default signature.

Send an email later

You can schedule an email to be sent at a specific date and time.

From a task:

  1. Draft your email.
  2. Click the arrow next to the send icon.
  3. Set the date and time to send the email.

View scheduled emails

Scheduled emails appear alongside scheduled chat messages, task comments, and threaded replies.

To view your scheduled emails:

  1. From Global Navigation, click Home.
  2. Click My Comments.
  3. Click the Scheduled tab.

Send email as

Use a custom name when sending emails.

Some email providers only send emails using the default name on your email account.

To use a custom name:

  1. Click the From field.
  2. Select Manage accounts.
  3. Click the expand icon to the left of your email address.
  4. Under Send Email As, type the name you wish to use.
    Screenshot of the send email as field in the manage accounts modal.png
  5. Click Save.

Custom email permissions

Owners and admins in Business Plus and Enterprise Workspaces can set custom email permissions. To set custom email permissions:

  1. Click your account avatar in the upper-right corner and select My settings.
  2. Select Security & Permissions.
  3. Scroll down to Custom Role Permissions.
  4. There are two email permissions that can be turned on or off for members and admins:
    • Send Email (Email ClickApp): Gives the user permission to send emails using the Email ClickApp. The Add Email Accounts permission must be enabled before you can toggle this permission on.
    • Add Email Accounts (Email ClickApp): Gives the user permission to add authorized email accounts using the Email ClickApp.

Turning on the Add Email Accounts permission automatically enables the Send Email permission, but any combination of the two permissions can be set.

Email Automations

Automate Email in ClickUp!

Common error codes

Below is a table of the most common error codes experienced when using Email in ClickUp.

Error code Description

CONT_002

This error is typically seen when using an email Automation. To resolve the error, reauthorize the email account connected to your Workspace or set the email to Active. 

ACCESS_137

This error means that you do not have permission to send from that email address. To resolve the error, the owner of the email address must update the account permissions. 

NAUTH_013

This error means that your Microsoft organization has denied us access to link to the mailbox. Some of the reasons include: 

  • Incorrect User Permissions
  • Incorrect Global Permissions: Third party applications may be blocked
  • Invalid ActiveSync Settings
  • Invalid MDM settings

NEMAIL_002

There may be an authorization issue with your email account. Remove and reconnect the account and try again.

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