While email isn't entirely obsolete (yet), we've made it easier than ever to keep all your conversations in one place. Now you can send and receive emails directly from ClickUp tasks, allowing you to take action instantly!

Discuss details with other members in your Workspace, and keep track of what's happening next or what was said last.

ClickUp currently supports the following email providers:

Free Forever Workspaces get 1 free email account with 100 uses

Unlimited Workspaces get 1 free email account with unlimited use

Business Workspaces and above get 2 free email accounts + Signatures + Templates

Email accounts can be used by an unlimited amount of people - for example, you can choose to add only 1 email account while giving everyone in your Workspace access (for free).

Need more email accounts? Admins+ can add more starting at just $2 per address per month (paid upfront annually)!

How Email in ClickUp Works

With this ClickApp enabled, you can send and receive emails directly within a task. Replies will funnel into the same task thread. Easily switch between sending a comment to internal teammates and sending an email to anyone outside of ClickUp.

This is a great feature for anyone who needs to communicate externally with clients, applicants, users, etc., and wants to keep communication all in one place.

How to send emails from within a task

  1. Ensure your Email ClickApp has been enabled
  2. Go into the Activity section of your task
  3. Click into the comment section
  4. Click on the arrow next to the purple comment button
  5. Select send email
  6. Connect an email account (if that hasn't already been done in Integrations settings)
  7. Send your email!
gif showing how to send an email in a task comments section

How to receive emails within a task

Once you've sent an email from within your ClickUp task, the response will automatically funnel into the task's Activity thread. No work needed on your end!

If you want to forward emails into ClickUp, click here!

Email options

We support the following email features:

Choosing between threaded emails or new comment

Set how you want your emails to show up in your task's Activity by going to the ClickApp settings for email.

In the ClickApp settings, you can check/uncheck the option: "Post replies to emails as threaded comments instead of new comments"

Checking this option indicates that you want to keep email conversations organized into their own threads. If you'd like email replies to show up in your task's Activity as new comments, uncheck this option.

Note: Only admins and owners have access to the ClickApp settings.

Email Templates

Note: Business Plan Workspaces and above have access to this feature.

Templates are great when you need to send quick saved responses, such as with customer support and applicant tracking!

Creating a template

  1. Click the template icon at the bottom of the page
  2. Enter the Name
  3. Enter a subject (optional)
  4. Enter your email content
  5. Choose permission

Using a template

  1. Click on template button
  2. Recently items will appear
  3. Optionally, you can search for the template
  4. Select to apply
gif showing how to create and use an email template

Signatures

Note: Business Plan Workspaces and above have access to this feature.

Each member can have multiple signatures in ClickUp. To create a signature:

  1. In the comment section, navigate to signatures in the bottom left
  2. Open the signatures option
  3. Select add signature
  4. Give your signature a name, this will be used for referencing internally
  5. Write out your signature – If you prefer to write your signature using HTML, switch to the HTML editor by clicking the icon in the top right corner!
  6. Optionally, set the signature as the default
  7. Save
gif showing how to add and use an email signature

Email in ClickUp + Email Custom field

If your task has a filled email custom field, this email will appear as a suggested email when drafting!

You can then click on this email to fill the "To" field!

Email Automations

Quickly update people outside of ClickUp on the details of your project without lifting a finger!

  1. Click the ... ellipses menu for any List, Folder, or Space
  2. Within the automations menu, select Email from the sidebar under Integrations
  3. Once selected, it will ask you to choose an account, or sign in. Then, you will have then plenty of email automations to choose from!
  4. Fill out all relevant details such as to, subject, and body
  5. Click create and your automation will be good to go!

You can also add organic content and/or dynamic content to the body of your email automation. This includes options for variable fields*, signature, templated responses, emojis, and more.

*Variable field options include:

  • To - creator email, assignee(s), custom emails, email custom fields
  • Subject/Body - task ID, task name, task description, assignees, creator username, creator email, due date, start date, date created, date updated, date done, date closed, status name, status color, status type, priority, custom emails, email custom fields

Note: Progress (auto), formula, and rollup custom fields are not currently available in the subject/body.

FAQ

Q: What if I delete the email in my inbox?

A: Emails that get added to ClickUp will be reserved in the thread even if you delete the email in the inbox.

Q: Why can't I see email as an option under the comments section?

A: Email in ClickUp is a ClickApp! Make sure it is turned on by an owner or admin.

Q: Can Guests send emails?

A: The ability to send emails is available to Admins, Owners, and Members. Guests currently do not have access to this feature.

Q: Can I see if the recipient has seen my email?

A: Yes, we offer the ability to see how many times a recipient has seen your email message through a tracking pixel. This is displayed by the counter on your sent email.

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