Create Outlook Tasks in ClickUp

The ClickUp add-in for Outlook lets you turn emails into actionable tasks, link messages to existing work, and keep your inbox and workspace in sync without leaving Outlook.

This guide explains how to install the add-in, connect your account, create tasks, and manage email links between Outlook and ClickUp.

Requirements to use ClickUp with Outlook

Before you start, make sure your environment supports the integration between Outlook and ClickUp.

• A supported Outlook version and mailbox.
• Permission to install add-ins from the Microsoft Store or Exchange admin center.
• An active ClickUp account with access to the Workspace where you want to create tasks.
• Stable internet connection to load the add-in panel and sync data.

If your organization restricts add-ins, your Microsoft 365 or Exchange administrator may need to approve the ClickUp add-in before you can use it.

Install the ClickUp add-in for Outlook

You can install the ClickUp add-in from within Outlook or via the Microsoft Store. Once installed, the add-in appears in the toolbar when you read or compose emails.

Install ClickUp add-in from Outlook on the web

1. Open Outlook on the web and sign in with your email account.
2. Open any email message.
3. Select the More actions (three dots) menu in the message toolbar.
4. Choose Get Add-ins or Get Add-ins from Microsoft Store.
5. Search for ClickUp.
6. Select the add-in named ClickUp from the results.
7. Click Add to install it for your mailbox.

After installation, you will see the ClickUp icon in the message toolbar when viewing an email.

Install ClickUp add-in from Outlook desktop

1. Open the Outlook desktop app.
2. Go to the Home tab.
3. Select Get Add-ins in the ribbon.
4. In the add-ins window, search for ClickUp.
5. Select the ClickUp add-in from the search results.
6. Click Add or Install to enable it.

Once added, the ClickUp icon appears in the toolbar when you read or compose emails in the desktop app.

Connect your ClickUp account in Outlook

After installing the add-in, you must connect your ClickUp account so Outlook can access your Workspace.

1. Open an email in Outlook.
2. Click the ClickUp icon in the message toolbar.
3. The ClickUp panel opens on the right side of your screen.
4. Select Log in or Sign in.
5. A browser window or in-panel page appears prompting you to authorize access.
6. Enter your ClickUp credentials and confirm the connection.

Once connected, the add-in displays your ClickUp Workspaces and Spaces, allowing you to create and link tasks directly from Outlook.

Create new ClickUp tasks from Outlook emails

You can convert any email into a new task in ClickUp, preserving important context and attachments.

How to create a ClickUp task from an email

1. Open the email you want to turn into a task.
2. Click the ClickUp icon in the Outlook toolbar.
3. In the ClickUp panel, make sure you are logged in to the correct Workspace.
4. Select the Create task option, if it is not already selected.
5. Choose the Space, Folder (if applicable), and List where the task should be created.
6. Enter a task name. You can copy the email subject or write a more descriptive title.
7. Confirm or edit the description. The email body is usually added automatically and can include formatting and quoted content.
8. Assign the task to a member if needed.
9. Set a due date or time if your workflow requires deadlines.
10. Click Create to save the task to ClickUp.

After creation, a confirmation appears in the ClickUp panel, and a direct link to the task is displayed so you can open it in your browser.

What email data is sent to ClickUp

When you create a task from Outlook, the add-in can include:

• The email subject as the task name.
• The message body as the task description.
• Inline content such as quoted replies and signatures.
• Supported attachments from the email, depending on your Outlook environment.

This keeps important conversation details inside ClickUp so your team can reference them without searching through your inbox.

Link Outlook emails to existing ClickUp tasks

Sometimes the email relates to work that already exists in ClickUp. In that case, you can link the message to an existing task instead of creating a new one.

Search for ClickUp tasks from Outlook

1. Open the relevant email in Outlook.
2. Click the ClickUp icon to open the side panel.
3. Switch to the Attach to task or similar option, depending on the add-in interface.
4. Use the search box to look for a task by name, ID, or keyword.
5. Filter by Workspace, Space, or List if available to narrow results.
6. Select the correct task from the results list.

The selected task appears in the panel with its title and a link back to ClickUp.

Attach an email to a ClickUp task

1. With the desired task selected, confirm the Attach or Link action.
2. The add-in connects the email to that ClickUp task.
3. A confirmation appears showing the task link.

Once linked, team members can open the ClickUp task and see that it is associated with the email, making it easier to track related communication.

Open and manage ClickUp tasks from Outlook

When you view a linked email, the add-in helps you quickly jump into the connected work item in ClickUp.

• Open the email in Outlook.
• Click the ClickUp icon.
• The panel displays the linked task, including the task name and status.
• Select the task link to open it in your browser.

From there, you can update fields, add comments, change assignees, and manage the task as you would in the main ClickUp app.

Troubleshooting the ClickUp Outlook add-in

If the ClickUp add-in does not appear or does not work as expected in Outlook, review the following checks.

• Confirm that the add-in is installed and enabled in the Outlook add-ins manager.
• Verify you are connected to the correct ClickUp account and Workspace.
• Refresh Outlook or sign out and back in to reload add-ins.
• Check with your Microsoft 365 or Exchange administrator to ensure the ClickUp add-in is allowed for your organization.
• Try another supported Outlook client (web or desktop) to see if the issue is environment-specific.

For detailed, up-to-date instructions and compatibility information, refer to the official guide on the ClickUp Help Center: Create tasks with the ClickUp add-in for Outlook.

Improve your workflows with ClickUp and Outlook

By combining Outlook and ClickUp, you can capture work directly from your inbox, keep tasks and emails aligned, and reduce manual copying of information.

For broader workflow and productivity strategies around ClickUp, you can explore expert consulting resources like Consultevo, which specializes in process optimization and work management solutions.

Use the ClickUp add-in consistently whenever you receive important requests or updates by email. Turning messages into tasks or linking them to existing work keeps your team organized and ensures information is easy to find later in ClickUp.

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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