Link your Microsoft 365 account to ClickUp so you can send and receive emails within tasks.

What you'll need

• You need to be a Workspace owner or admin to enable the Email ClickApp.
• Guests can't use the Email ClickApp.
• Usage limits are determined by your plan:
  • 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, including signatures and email templates.
  • Business Plus and Enterprise Workspaces can use custom email permissions for admins and members.
• Each email account you add can automatically transfer up to 100 contacts into ClickUp.
• Microsoft 365 accounts can only send emails using the default name on your email account.

Link your Microsoft 365 account

You can link your Microsoft 365 account from a task or your Workspace settings.

Link your Microsoft 365 account from a task

Members and above can link their Microsoft 365 account from a task:

1. In the lower-right corner of a task, click the comment field.
2. Click the Email tab.
3. In the From field, select Link an email. If there's already an email account linked, click Add new.
4. Click Sign in with Microsoft 365 and enter your credentials.
   • During the authorization process, you'll see a popup that lists the permissions ClickUp is requesting access to. This is a standard warning that Microsoft shows for any third-party integration with their accounts. Granting access to these permissions makes it possible for ClickUp users to view, send, and receive emails with Microsoft 365 inside ClickUp. 
   • When adding your Microsoft 365 account to ClickUp, the permissions requested by ClickUp are tailored to the specific organization you are in.
   • Azure gov accounts cannot be authorized at this time.
5. Choose who can send emails from this account, create signatures, and create email templates.
6. Click Done.

Link your Microsoft 365 account from your Workspace settings

Admins can link their Microsoft 365 account from their Workspace settings:

1. In the upper-left corner, click your Workspace avatar.
2. Select Settings.
3. In the Workspace settings sidebar, click Email Integration.
4. Select Add new.
5. Click Sign in with Microsoft 365 and enter your credentials.
   • During the authorization process, you'll see a popup that lists the permissions ClickUp is requesting access to. This is a standard warning that Microsoft shows for any third-party integration with their accounts. Granting access to these permissions makes it possible for ClickUp users to view, send, and receive emails with Microsoft 365 inside ClickUp. 
   • When adding your Microsoft 365 account to ClickUp, the permissions requested by ClickUp are tailored to the specific organization you are in.
   • Azure gov accounts cannot be authorized at this time.
6. Choose who can send emails from this account, create signatures, and create email templates.
7. Click Done.