Create tasks from emails and attach email responses to tasks using the ClickUp add-in.

This add-in provides a one-way sync. Changes made in ClickUp are reflected in your Outlook calendar, but changes made in Outlook don't sync back to ClickUp. The frequency of Outlook calendar refreshes can be adjusted in Outlook.

What you'll need

• You can use this ClickUp add-in on every ClickUp plan.

• Guests can't use this ClickUp add-in.

• The add-in for Outlook is not available for mobile.

This integration will not work with shared inboxes. 

Compatibility

The following versions of Outlook are compatible with the ClickUp add-in:

• 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.

• Outlook.com: web and desktop

• Live.com: web and desktop

• Hotmail.com: web and desktop

• Outlook for Windows 2013+

• Outlook for Mac 2014+

The following versions of Outlook are not compatible with the ClickUp add-in:

• Outlook Desktop older than 2013. This includes Outlook 2010 and Outlook for Mac 2011.

• 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:

• Determine the version of Outlook you have.

• Determine the version of the Microsoft Exchange Server your account connects to.

EWS services are not required to use the add-in.

Install the ClickUp add-in

Install the add-in here. If your version of Outlook requires a URL, enter:

https://modern-outlook.clickup.com/manifest.xml

You can also manually install the add-in:

1. Open an email in the Outlook app.

2. 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.

3. Search for ClickUp for Outlook in the Add-In Store.

4. Click Add. By clicking Add, you agree to the add-in’s license terms and privacy policy.

Admin approval

To connect the Outlook add-in app, ClickUp requires a Microsoft admin to approve the necessary scopes. You have two options:

• Ask a co-worker who is a Microsoft admin to connect the Outlook add-in in the ClickUp App Center. They will see a checkbox to approve the required scopes for everyone.
• Alternatively, ask a Microsoft admin to follow these steps:
1. Open Azure.
2. Navigate to Enterprise applications.
3. Search for the app using Application ID aaedd6ae-575a-4582-ba2b-7c114a26e870.
4. Select the ClickUp app.
5. Open the Security page and select Permissions. 
6. Approve the required scopes listed below.

Open the ClickUp add-in

After installing the add-in, you can complete the set up by logging into your ClickUp account:

1. Open an email in the Outlook app.

2. In the upper-right corner, click the Apps icon.
   
3. Select ClickUp.

4. Log in to your ClickUp account.

5. 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:

1. Open the add-in from an email in Outlook.

2. In the upper-right corner, select the New Task tab.

3. Customize your task:

   • Name your task.

   • Select a List location. You can also set a default List for all new tasks to be added to.

   • Add assignees.

   • Add a task description.

   • Add a due date.

4. 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:

1. Open the add-in from an email in Outlook.

2. 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.

Data caching

There is no caching of email data. ClickUp only looks for emails the user selected.

ClickUp stores the user's token in cached info related to the account and keeps refreshing it. ClickUp only stores the user's connection details.

Security

We don't allow co-signing for security purposes. 

All communications are TLS1.2/encryption at rest with AES-256 encryption. You can find more information on this below:

• ClickUp Security Policy
• Security & Privacy

• Privacy policies, compliance, and account security.

Unexpected behavior

Common solutions for unexpected behavior. 

Unable to connect your ClickUp account

If you're unable to connect your ClickUp account, 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. 

General connection issues or blank screen

If you're experiencing connection issues or seeing a blank screen, try the Use token option:

1. Select Use token in the add-in. If you don't see this option, remove and reinstall the add-in.

2. In ClickUp, click your Workspace avatar.

3. Select Apps.

4. Click Generate under API Token.

5. Click Copy.

6. Go back to the add-in and paste your token to connect the two accounts. 

Unable to install add-ins

If you're unable to install add-ins entirely, you'll need to work with your IT team. 

Team share

Currently, the add-in for Outlook only shows people who have been granted direct access or have been individually invited. If someone's access is only through a Team share, they won’t appear as an assignable option in the add-in. To make them visible, invite that user directly to the List or Folder you’re working in.