Create tasks from emails and attach email responses to tasks using the Gmail Chrome extension.
Learn how to connect your Gmail account to ClickUp so you can send and receive email communications from within a task thread.
What you'll need
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You must have the ClickUp Chrome Extension installed to use the Gmail integration.
- Guests can't use the Chrome extension.
- The Chrome extension is only available for the Google Chrome browser.
- The Gmail integration is available on all ClickUp plans.
Use the Gmail integration
You can use the Gmail integration to attach an email to a task or create a new task with an email attached:
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Download the Chrome extension and log in.
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Go to Gmail and open an email.
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Click the ClickUp logo within the email you want to use.
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Follow the steps when the Chrome extension opens with two options:
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Attach to task: Your email will be attached as a rich attachment to an existing task. The attachment will be named the subject of your email, and you'll be able to preview, download, and even open the email. After attaching an email to a task, you'll see the name of the task as a button on the email. Clicking this will open the task in ClickUp.
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Create new task: Attach your email to a new task. By default, the subject line will become the name of the task, but you can adjust this before creation. In the newly created task, you'll find your email as an attachment where you can preview, download, and open it right from ClickUp.
When you download the extension, if you do not see the ClickUp logo in your email, make sure to check that your Email feature is toggled on in the extension Settings.
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In ClickUp, you'll see the following in your task activity and attachments:
You can open the email thread by clicking on the attachment and selecting Open in Gmail in the upper-right corner.
Open in Gmail displays only if you have access to that email inbox.