The Outlook integration can be used to easily create tasks from emails, and attach email responses to tasks.
Note: 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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The Outlook integration is available on every ClickUp Plan.
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Guests with edit or full permissions can use the Outlook integration to create tasks in Folders and Lists that have been shared with them.
Install the Outlook add-in
To install the Outlook add-in:
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Open any email in the Outlook app.
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Select Store or Get Add-Ins from the top bar.
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Note: 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 in the Add-In Store.
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Click Add.
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In any email, click the ClickUp button.
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Log in to your ClickUp Account.
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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
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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.

Create new tasks
To create a new task:
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Open the add-in.
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Select the New Task tab in the upper-right corner.
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Customize your task:
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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:
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Click the ClickUp button at the top of any email.
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Tip: Web users will see the ClickUp button in the ellipsis ... menu in an email message.
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Select Attach to task to attach the email to an existing task, or + New task to create a brand new task.

Compatibility
Some versions of Outlook are not compatible with the ClickUp add-in.
Compatible versions |
Incompatible versions |
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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:
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Select Use token in the Outlook add-in.
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Note: If you don't see this option, remove and reinstall the add-in.
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In your ClickUp Workspace, click your avatar in the lower-left corner.
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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 Outlook add-in and paste your token to connect the two accounts.