How to Use Email in ClickUp

Email in ClickUp lets you send, receive, and track messages without leaving your workspace, so your communication stays connected to tasks, docs, and workflows.

This guide explains how to set up email, send messages, reply to clients, and automate communication using built-in tools.

Get Started with ClickUp Email

Before sending messages, you need to configure email in your workspace and understand where email is available.

Where you can use ClickUp email

You can access email features in several places:

• Task comments and activity
• Docs, including comments and collaboration spaces
• Inbox and notifications
• Automations that send messages when conditions are met

This tight integration keeps conversations tied to work items so teams see full context.

Connect an email account to ClickUp

To send and receive messages, you must connect at least one email account.

1. Open your workspace settings or profile menu.
2. Find the area dedicated to email or connected apps.
3. Select the option to add or connect an email provider.
4. Choose your email service and follow the prompts to authorize ClickUp.
5. Confirm which address you want to use as the default sender.

Once connected, the address appears as a sending option in supported views and comments.

Send Email from Tasks in ClickUp

You can send messages directly from tasks to keep communication aligned with specific work items.

Compose an email from a ClickUp task

1. Open a task where you want to send a message.
2. Go to the comment or activity section.
3. Switch to the email tab or email mode if available.
4. Select the connected email address you want to send from.
5. Add recipients in the To, CC, or BCC fields.
6. Type a subject line that clearly describes the topic.
7. Write your message in the editor.
8. Click send to deliver the email.

The email thread then appears in the task, making it easy for teammates to see what was sent and when.

Format messages in ClickUp email

The editor supports rich formatting so you can structure information clearly.

• Bold, italics, and underline important text.
• Use bullet or numbered lists for steps and requirements.
• Add links to resources, docs, or external pages.
• Insert line breaks for readability in longer messages.

Proper formatting makes task-related communication easier to scan and act on.

Manage Replies and Threads in ClickUp

When people respond to your messages, replies can be tracked within the workspace for full visibility.

View email threads inside ClickUp

1. Open the task connected to the original email.
2. Scroll through the comments or email panel.
3. Locate the message thread for the conversation.
4. Expand or collapse older messages as needed to see history.

Having the entire thread in one place helps you avoid searching through an inbox for past decisions or details.

Reply to emails from ClickUp

1. Open the email thread in the task.
2. Click reply or reply all, depending on who needs to see your response.
3. Confirm the sending address and recipients.
4. Write your response and adjust formatting.
5. Send your message to continue the conversation.

Replies sent from the workspace are logged along with the task, so collaboration stays organized.

Use ClickUp Email Templates

Templates save time when you send similar messages repeatedly as part of your process.

Create email templates in ClickUp

1. Open any email composer window in the workspace.
2. Write a message that you want to reuse, including subject and body.
3. Choose the option to save the content as a template.
4. Name the template so it is easy to find later.
5. Save it for personal use or for your team, depending on permissions.

Templates help maintain consistent language, tone, and structure for client updates, status messages, or reminders.

Use and manage ClickUp templates

When sending a new message:

1. Open the email editor from a task or doc.
2. Select the templates menu.
3. Choose a saved template to fill the subject and body.
4. Customize details for the specific recipient.
5. Send the email and the task keeps the record.

You can also edit or delete templates as your processes change.

Automate Email Workflows in ClickUp

Automations allow your workspace to send messages automatically when items meet certain conditions.

Set up ClickUp email automations

1. Open the list or space where you want automation.
2. Go to the automations panel.
3. Select a trigger, such as status change, due date, or task creation.
4. Choose the action to send an email.
5. Define recipients, subject, and message body.
6. Save and enable the automation.

With these automations, ClickUp can update stakeholders without manual steps, reducing time spent on routine communication.

Best practices for automated email

• Use clear, predictable subjects so recipients recognize system messages.
• Include relevant task data or links when possible.
• Limit automation frequency to avoid message overload.
• Review automations regularly to keep them aligned with team processes.

Control Email Settings in ClickUp

Adjusting workspace and personal settings helps you manage how and when messages are sent.

Customize notification and email behavior

Within settings, you can typically:

• Enable or disable different notification types.
• Adjust which events generate email updates.
• Select default sending addresses for workspaces or members.
• Update connected email accounts as needed.

These options help ensure your inbox only receives the updates that matter most.

Troubleshoot ClickUp Email Issues

If messages are not sending or you cannot see replies, review common problem areas.

Check connection and permissions

• Confirm that your email account is still connected.
• Reauthorize access if your provider session expired.
• Make sure you have permission to send from the chosen address.
• Check spam or junk folders in your external inbox.

If issues continue, compare your configuration with the official instructions.

You can review the full email documentation on the ClickUp Help Center at this official email section.

Improve Your ClickUp Setup

Optimizing your workspace and email workflows can significantly improve productivity, collaboration, and reporting.

If you want expert help planning processes, integrating tools, or improving configuration, you can work with specialists experienced in workspace optimization at Consultevo.

By configuring email correctly, using templates, and adding automation where appropriate, you can turn ClickUp into a central hub for both work and communication.

Need Help With ClickUp?

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

Get Help

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