With this ClickApp, 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.
Keep your communications all in one place while emailing externally with clients, applicants, users, or more.
If you're interested in creating tasks or adding comments by email, take a look at this article.
What you'll need
This ClickApp can be enabled by Workspace owners or admins.
Free Forever Workspaces get one free email account with 100 uses.
Unlimited Workspaces get one free email account with unlimited use.
Business Workspaces and above get two free email accounts + signatures + email templates.
ClickUp currently supports the following email providers:
Enable the Email ClickApp
Before sending or receiving emails within ClickUp, a Workspace owner or admin must first enable the Email ClickApp.
To enable the ClickApp:
Click on the avatar in the lower left-hand corner and choose ClickApps from the menu.
Search for the Email ClickApp, indicate the Spaces where you would like to use it, and toggle it on.
Tip: Check or uncheck the option to Post replies to emails as threaded comments instead of new comments to set how you would like the emails to appear in your task's Activity.
Send emails from within a task
Once the ClickApp has been turned on, it's time to send the first email.
To send an email from a task:
Go into the Activity section of your task.
Click into the comment section.
Click on the email icon in the bottom right-hand corner.
If you haven't already connected an email, click Link to an email in the From: field.
Send your email!
Once you've sent an email from within your ClickUp task, the response will automatically funnel into the task's Activity thread.
We also display a count of how many times recipients have seen your email message.
Note: In order to receive notifications for email replies, you must have ClickBot notifications enabled. Also, you must have either sent the original email from within the task or you must be a follower of the thread that originated with the sent email.
We support the following email features:
Tip: If your task has an email custom field, that email will appear as a suggested email when composing. Click on the suggested email to quickly fill the To: field!
Signatures [Business Plan and above]
Templates [Business Plan and above]
Manage email accounts
To manage the email addresses connected to your Workspace, follow these steps:
Click on the avatar in the lower left-hand corner of your Workspace and select Integrations from the menu.
Select the Email icon from the options.
Email accounts can be used by an unlimited number of people - for example, you can choose to add only 1 email account while giving everyone in your Workspace access.
Note: The user that connected the email account must give others permission before they are able to send messages from the account.
Each additional email account is added for a cost. To add additional email accounts, choose +Add new in the integrations menu or when composing an email by clicking on the From: field, then choosing +Add email account.
Note: You will need an active credit card associated with the Workspace to add another email address to the account. If you add an email account in the middle of a billing cycle, you will be charged a prorated amount for the time left until your renewal date.
Create email signatures
Workspaces on the Business Plan and above have the ability to create email signatures and each member can have multiple signatures in ClickUp.
To create a signature:
When composing an email from a task, select Add signatures in the lower left.
Select Add signature or Manage signatures from the options.
Give your signature a name.
Write out your signature.
Note: If you prefer to write your signature using HTML, switch to the HTML editor by clicking the icon in the upper right-hand corner!
Save the signature.
Tip: You can make a signature the default by clicking the ellipsis ... next to the signature and toggling on the option to Set as default signature.
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