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.
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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:
- In the lower-right corner of a task, click the comment field.
- Click the Email tab.
- In the From field, select Link an email. If there's already an email account linked, click Add new.
- 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.
- Choose who can send emails from this account, create signatures, and create email templates.
- Click Done.
Link your Microsoft 365 account from your Workspace settings
Admins can link their Microsoft 365 account from their Workspace settings:
- In the upper-left corner, click your Workspace avatar.
- Select Settings.
- In the Workspace settings sidebar, click Email Integration.
- Select Add new.
- 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.
- Choose who can send emails from this account, create signatures, and create email templates.
- Click Done.