Create tasks from emails and attach email responses to tasks using the ClickUp add-in.
You can also connect your email to ClickUp so you can send and receive email communications within a task thread!
What you'll need
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You can use this ClickUp add-in on every ClickUp plan.
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Guests can't use this ClickUp add-in.
This integration will not work with shared inboxes.
Compatibility
The following versions of Outlook are compatible with the ClickUp add-in:
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Microsoft 365: web and desktop
Microsoft has limited add-ins in Microsoft 365 to only work with Outlook.com and Microsoft Exchange email servers. If you are using a POP3 or IMAP server, you will be unable to use any add-ins.
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Outlook.com: web and desktop
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Live.com: web and desktop
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Hotmail.com: web and desktop
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Outlook for Windows 2013+
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Outlook for Mac 2014+
The following versions of Outlook are not compatible with the ClickUp add-in:
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Outlook Desktop older than 2013. This includes Outlook 2010 and Outlook for Mac 2011.
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Microsoft Exchange Servers older than 2013. This includes Exchange 2010 and Exchange 2007.
Check out these support articles from Microsoft that will help you identify which version you are using:
Install the ClickUp add-in
Install the add-in here. If your version of Outlook requires a URL, enter: https://outlook.clickup.com/production/manifest-prod.xml
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You can also manually install the add-in:
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Open an email in the Outlook app.
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Select Store or Get Add-Ins from the top bar.
Web users can find the Get Add-Ins option in the ellipsis ... menu next to the Reply and Forward buttons.
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Search for ClickUp for Outlook in the Add-In Store.
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Click Add. By clicking Add, you agree to the add-in’s license terms and privacy policy.
Open the ClickUp add-in
After installing the add-in, you can complete the set up by logging into your ClickUp account:
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Open an email in the Outlook app.
- In the upper-right corner, click the Apps icon.
- Select ClickUp.
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Log in to your ClickUp account.
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Select the Workspaces that should have access and click Connect Workspaces.
The permissions requested by ClickUp are tailored to the specific organization you are in. During the authorization process, a popup lists all specific permissions requested.
Switch or add Workspaces
To see your connected Workspaces, click your avatar in the upper-left corner of the add-in.
To add a new Workspace to the add-in, click the plus icon next to Workspaces.
Create new tasks
To create a new task from the ClickUp add-in:
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Open the add-in from an email in Outlook.
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In the upper-right corner, select the New Task tab.
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Customize your task:
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In the lower-right corner, click Create New Task.
Attach emails to tasks
To attach an email to an existing task or create a new task from it:
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Open the add-in from an email in Outlook.
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To attach the email to an existing task, select Attach to task. To create a new task and attach the email to it, click + New task.
Troubleshoot the integration
Try the following common troubleshooting steps if you're having issues with the Outlook integration:
- If you're unable to connect your ClickUp account to the integration, select the Use token option as an alternative:
- Select Use token in the add-in.
If you don't see this option, remove and reinstall the add-in.
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In ClickUp, click your Workspace avatar.
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Select Apps.
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Click Generate under API Token.
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Click Copy.
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Go back to the add-in and paste your token to connect the two accounts.
- Select Use token in the add-in.
- Make sure that the subscription link you're using is the correct once. Each time that you select Connect, a new subscription URL is generated. You must be using the most recently generated subscription.
- If you're unable to install add-ins entirely, you'll need to work with your IT team.
- If you're experiencing a blank screen, follow the following steps to resolve it:
- Log in with the Use token option. If the option isn't available, remove and reinstall the integration.
- Paste the token.