With this ClickApp, you can send and receive emails directly within a task. Replies will funnel into the same task thread. Easily switch between sending a comment to internal teammates and sending an email to anyone outside of ClickUp.

Keep your communications all in one place while emailing externally with clients, applicants, users, or more.

If you're interested in creating tasks or adding comments by email, take a look at this article.

What you'll need

• This ClickApp can be enabled by Workspace owners or admins.

• Guests cannot use the Email ClickApp.

• Free Forever Workspaces get one free email account with 100 uses.

• Unlimited Workspaces get one free email account with unlimited use.

• Business Workspaces and above get two free email accounts + signatures + email templates.

• Business Plus and Enterprise Workspaces can use custom email permissions for admins and members.

• ClickUp currently supports the following email providers:

  • Outlook

  • IMAP

  • Gmail (OAuth)

  • Office 365 (OAuth)

Enable the Email ClickApp

Before sending or receiving emails within ClickUp, a Workspace owner or admin must first enable the Email ClickApp.

To enable the ClickApp:

1. Click on your profile avatar in the lower-left corner.

2. Select ClickApps.

3. Search for the Email ClickApp and toggle it on.

4. Indicate the Spaces where you would like to use it.

   • Tip: Check or uncheck the option to Post replies to emails as threaded comments instead of new comments to set how you would like the emails to appear in your task's activity.

Send emails from within a task

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

To send an email from a task:

1. Open a task.

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

3. Click the email icon in the lower-right corner of the field.

   

4. Fill out the contents of the email and click Send Email.

   • Tip: If you haven't connected an email address, click Link to an email in the From: field.

Once you've sent an email from within your ClickUp task, the response will automatically funnel into the task's activity feed on the right side of the task modal.

We also display a count of how many times recipients have seen your email.

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

ClickUp supports the following email features:

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

• To: Type the recipient's email address.

  • Tip: 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.

• 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.

Manage email accounts

To manage the email addresses connected to your Workspace:

1. Click on your profile avatar in the lower-left corner.

2. Select Integrations.

3. 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.

Note: 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. 

Purchase additional email accounts

To purchase additional email accounts, owners and admins can click + Add new in the Integrations menu. Owners and admins can also purchase additional accounts when composing an email by clicking Link an email.

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

Note: 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.

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. Write out your signature.

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

5. Save the signature.

Tip: 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.

Custom email permissions

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

1. Click your profile avatar in the lower-left corner.

2. Select Security & Permissions.

3. Scroll down to Advanced permissions.

4. There are two email permissions that can be toggled on or off for members and admins:

   • Send Email (Email ClickApp): Gives the user permission to send emails using the Email ClickApp.

     • Note: 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.

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