Templates are great when you need to send quick saved responses, such as with customer support and applicant tracking! As a part of Email in ClickUp, create templates to be used by your entire team.

What you'll need

Creating a template

Once Email in ClickUp has been enabled, templates can be created.

To create email templates, follow the steps below:

  1. Click on your Workspace avatar in the lower left-hand corner and choose Integrations from the menu.

  2. Select the Email icon and scroll to the bottom of the page.

  3. Select the Templates tab and choose + Add Template.

  4. Enter a name for the template.

  5. Tip: You can enter a subject line for the template.

  6. Enter the main email content.

  7. Select who you would like to share the template with.

  8. Click Create.

Tip: You can use the Email Templates icon to manage your templates when composing an email.

This image shows the email templates icon found within tasks.

Using a template

You can apply the email template when creating a new message.

To use an email template:

  1. Click on the Email Templates icon during composition.

  2. Select a template from the recently used options or search for a specific template.

  3. Select the template to apply it to your message.

Want to learn more?

Did this answer your question?