Use the ClickUp Gmail Chrome Extension

The ClickUp Gmail Chrome extension lets you turn emails into actionable tasks, link messages to existing work, and stay organized without leaving your inbox. This guide walks you through installing, setting up, and using the extension step by step.

What the ClickUp Gmail Extension Does

With the Gmail Chrome extension, you can quickly capture work from email and keep communication connected to your spaces, folders, and lists.

Using the extension, you can:

• Create new tasks directly from any email.
• Attach emails to existing tasks as comments.
• Access workspace items without opening a new tab.
• Keep important message context visible for your whole team.

This helps reduce context switching and keeps projects aligned with incoming requests.

Requirements for Using ClickUp in Gmail

Before you start, make sure you meet these requirements:

• A ClickUp account you can log into.
• The Google Chrome browser installed.
• Access to Gmail in Chrome.
• Permission to install browser extensions on your device.

Once you have these in place, you can add the integration in just a few minutes.

Install the ClickUp Gmail Chrome Extension

Follow these steps to set up the extension from the Chrome Web Store.

Step 1: Open the Chrome Web Store

1. Open Google Chrome on your computer.
2. Go to the Chrome Web Store and search for “ClickUp”.
3. Select the Gmail Chrome extension from the search results.

Step 2: Add the Extension to Chrome

1. Click Add to Chrome.
2. Confirm by selecting Add extension in the prompt.
3. Wait for the installation to complete. You will see the extension icon appear in your browser toolbar.

If you do not see the icon, click the puzzle-shaped Extensions button in Chrome and pin the ClickUp extension for quicker access.

Connect the Gmail Extension to ClickUp

After installation, connect your Gmail inbox to your workspace.

Step 1: Open Gmail

1. In Chrome, open a new tab.
2. Go to Gmail and sign in to your Google account if prompted.

Step 2: Sign in to ClickUp from the Extension

1. Open any email message.
2. Locate the ClickUp icon in the right-hand sidebar of Gmail or in your browser toolbar.
3. Click the icon to open the extension panel.
4. Select Log in or Sign in to your workspace.
5. Enter your ClickUp credentials, or use your single sign-on method if enabled.
6. Choose the workspace you want to connect, if you belong to more than one.

Once connected, the extension panel will display options to create tasks and search existing items.

Create ClickUp Tasks from Gmail

You can convert emails into tasks with a few clicks, keeping subject lines and content as part of the work item.

Step 1: Choose the Email

1. Open Gmail and select the email you want to turn into a task.
2. Check that the message contains the information your team needs to complete the work.

Step 2: Open the ClickUp Panel

1. Click the ClickUp icon in the Gmail sidebar.
2. Wait for the extension panel to load your workspace.

Step 3: Configure the New Task

1. Click Create task or the plus button in the panel.
2. Choose the Space, Folder, and List where you want to save the task.
3. Review the task name. The extension usually uses the email subject line as the default title.
4. Add or edit the task description. You can include the email body, key details, or a quick summary.
5. Optionally set additional fields, such as:
   • Assignee
   • Due date
   • Priority
   • Custom fields available in your list

Step 4: Include Email Content

The extension can attach the email content to your task. Depending on your configuration, this may include:

• The email body as part of the description.
• A link or reference to the original message.
• Thread details to preserve the conversation.

Keeping this information in the task allows your team to see the full context without returning to Gmail.

Step 5: Save the Task in ClickUp

1. Review the details in the panel.
2. Click Create or Add task.
3. Wait for the confirmation that the task has been created.

You can then open the task in a new tab to add subtasks, comments, attachments, or additional fields as needed.

Attach Emails to Existing ClickUp Tasks

Instead of creating a new task every time, you can link emails to work already in progress.

Step 1: Open the Email and Extension

1. In Gmail, open the email you want to attach.
2. Click the ClickUp icon to open the extension panel.

Step 2: Search for the Task

1. Use the search bar in the extension to find an existing task by name, ID, or keyword.
2. Select the correct item from the results list.

Step 3: Add the Email as a Comment or Attachment

1. Choose the option to attach the email to the selected task.
2. Typically, the message is added as a comment or reference so the team can view it inside the task activity.
3. Confirm the action and wait for the extension to update the task.

This keeps follow-up messages and updates consolidated in one place.

Manage Workflows with ClickUp and Gmail

Once you are comfortable creating tasks from Gmail, you can refine how you use the extension to fit your workflow.

• Standardize which lists receive email-based tasks.
• Use task templates in ClickUp to keep structure consistent.
• Assign tasks immediately so owners are clear.
• Add due dates based on email urgency.

For advanced workspace planning and optimization strategies, you can explore additional best practices from consultants such as Consultevo.

Troubleshoot the ClickUp Gmail Extension

If the extension does not behave as expected, try these checks.

Check Your Browser and Login

• Verify you are using the latest version of Chrome.
• Confirm you are logged into the correct ClickUp workspace.
• Refresh Gmail after installing or updating the extension.

Review Extension Permissions

• Open Chrome settings and confirm the extension is enabled.
• Allow required permissions so it can access Gmail content.

Reinstall if Needed

• Remove the extension from Chrome.
• Restart the browser.
• Reinstall from the Chrome Web Store and log in again.

If issues continue, review the official product documentation at this ClickUp help article or contact support through your workspace.

Next Steps with ClickUp and Gmail

After you set up the Gmail Chrome extension, consider connecting other tools and automations to further streamline your workflow. Centralizing communication inside your workspace helps reduce manual work, ensures nothing from your inbox is missed, and keeps your entire team aligned around the same tasks and priorities.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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