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

What you'll need

• Workspace owners or admins can 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.
• Outlook email accounts include the following domains:
  • hotmail.com
  • live.com
  • outlook.com

Link your Outlook account

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

Link your Outlook account from a task

Members and above can link their Outlook 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 or Sign in with Exchange Server 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 you to view, send, and receive emails with Outlook inside of ClickUp. Without granting these permissions, the integration won't work.
   • When adding your Outlook account to ClickUp, the permissions requested by ClickUp are tailored to the specific organization you are in.
5. Choose who can send emails from this account, create signatures, and create email templates.
6. Click Done.

Link your Outlook account from your Workspace settings

Admins can link their Outlook 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 or Sign in with Exchange Server 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 you to view, send, and receive emails with Outlook inside of ClickUp. Without granting these permissions, the integration won't work.
   • When adding your Outlook account to ClickUp, the permissions requested by ClickUp are tailored to the specific organization you are in.
6. Choose who can send emails from this account, create signatures, and create email templates.
7. Click Done.

Retrieve your Outlook app password

If you are not using an Exchange server host, you'll sign in to your Outlook account using an app password. To retrieve your app password:

1. Log in to your Outlook account and open your security settings.
2. Select More security options.
3. Activate two-step verification.
4. Under App Passwords, click Create new password.
5. Copy and paste the password into ClickUp.

API permissions

The following API permissions are required to use the Outlook email integration:

• Mail.Read
• User.Read

Read Microsoft's article on managing application permissions or their application information for ClickUp article to learn more.