Need to cover a sick coworker and follow-up with one of their clients? Information is often lost in emails, from client communications to vendor relationships. Use the Email ClickApp to keep context and conversations close to the work.

Send and receive emails directly from tasks and display replies 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.

Supported email providers

ClickUp currently supports the following email providers:

• Outlook: Emails using hotmail.com, live.com, and outlook.com domains.
• IMAP: Legacy clients that don't support OAUTH, including some on-premise MicrosoftExchange Servers.
• Gmail (OAuth): Emails using a gmail.com domain.
• Microsoft 365 (OAuth): Email accounts using Microsoft's paid Microsoft 365 services, including hybrid exchange environments.

Enable the Email ClickApp

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

To enable the ClickApp: 

1. Click your account avatar.
2. Select My settings.
3. From the sidebar, click ClickApps.
4. Search for and select Email.
5. Click the toggle to enable the Email ClickApp.
6. From the Spaces dropdown, select where to enable the ClickApp.
7. Select Post replies to emails as threaded comments instead of new comments if you'd like the emails to appear in your task's activity.

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:

• Outlook permissions
• Gmail email authentication
• Office 365 email authentication

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 into the Comment field in the lower-right.

3. Click the email icon in the lower-left.

4. Type the email and click Send Email.

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

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

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.

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 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.
   
5. Click Save.

Custom email permissions

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

1. Click your account avatar in the upper-right corner and select My settings. From the sidebar, click Security & Permissions.
2. Scroll down to Advanced permissions.
3. 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. 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.