Outlook integration

The Outlook integration can be used to easily create tasks from emails, and attach email responses to tasks.

You can also connect your email to ClickUp so you can send and receive email communications within a task thread!

What you'll need

This integration will not work with shared inboxes. 

Compatibility

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

  • Office 365 (web and desktop)

    Microsoft has limited add-ins in Office 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:

Install the Outlook add-in

To install the Outlook add-in:

  1. Open any 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.

  5. In any email, click the ClickUp button.

  6. Log in to your ClickUp Account.

  7. Select the Team that should have access. You can select as many teams as you want.

You can also install the add-in here. If your version of Outlook requires a URL, enter: https://outlook.clickup.com/production/manifest-prod.xml.

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 and add Teams

To see your Teams, or switch to a different one, click the avatar in the upper-left corner of the add-in.

To add a new Team to the add-in, click the + icon next to Teams.

Screenshot highlighting the caret icon used to switch Teams and the '+' icon used to add a new Team.

Create new tasks

To create a new task:

  1. Open the add-in.

  2. Select the New Task tab in the upper-right corner.

  3. Customize your task:

    • Name your task.

    • Select the List where your task will live. You can also set a default List for all new tasks to be added to.

    • Add assignees.

    • Write a description of your task.

  4. Click Create New Task in the lower-right corner.

Attach emails to tasks

To attach an email to an existing task or create a new task from it:

  1. Click the ClickUp button at the top of any email.

    Web users will see the ClickUp button in the ellipsis ... menu in an email message.

  2. Select Attach to task to attach the email to an existing task, or + New task to create a brand new task.

Screenshot of the Outlook menu providing the options to attach the email to a task or create a new task from the email.

Troubleshoot account connections

If you're having issues connecting your ClickUp account to the Outlook add-in, you can select the Use token option as an alternative:

  1. Select Use token in the Outlook add-in.

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

  2. In your ClickUp Workspace, click your avatar in the lower-left corner.

  3. Select Apps.

  4. Click Generate under API Token.

  5. Click Copy.

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

Outlook security FAQ

Below are some frequently asked questions about the Outlook integration.

Q: Does ClickUp require EWS Services to be enabled to use the add-in?

A: No, it is not required.

Q: Is there any data caching data involved with the add-in?

A: 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.

Q: Is there any idle communication that would send information in emails between ClickUp and Outlook?

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

Q: Can I co-sign the app and deploy my own version? 

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

Q: Does ClickUp have any mobile app extensions or add-ons?

A: Not at this time.

Q: How is the communication secured?

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

Updated

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