Email templates save you time when you need to send saved responses. For example, teams can use templates for hiring, customer service tickets, billing questions, and more!

What you'll need

• Email templates are available on the Business Plan and above.
• The Email ClickApp must be enabled by an owner or admin.
• Guests can't use Email in ClickUp or create email templates.
• Users in Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission toggled on by an admin or owner to create email templates.

Create an email template

You can create an email template from a task or your Workspace settings.

Create an email template from a task

Members and above can create email templates from tasks.

To create a template from a task:

1. In the lower-right corner of a task, click the comment field.
2. Click the Email tab.
3. At the bottom, click the templates icon.
   
4. Click Add email template.
5. Enter a template name, subject, and content.
6. Select who will be able to access the template.
7. Click Create.

Create an email template from your Workspace settings

Admins can create email templates from their Workspace settings.

To create a template from your Workspace settings:

1. In the upper-left corner, click your Workspace avatar.
2. Select Settings.
3. In the Workspace settings sidebar, click Email Integration.
4. Click the Templates tab.
5. Click Add email template.
6. Enter a template name, subject, and content.
7. Select who will be able to access the template.
8. Click Create.

Apply an email template

To apply a template when composing a new email:

1. In the lower-right corner of a task, click the comment field.
2. Click the Email tab.
3. At the bottom, click the templates icon.
4. Click the Email Templates icon.
5. Search for and select the template.