Create Email Templates in ClickUp

ClickUp lets teams build reusable email templates so you can send consistent, professional messages directly from tasks and other work views without rewriting the same content every time.

This guide walks you through how to create, edit, share, and delete email templates, plus how to use them efficiently across your workspace.

Requirements for Using ClickUp Email Templates

Before you start, make sure you meet the basic requirements for sending emails and using templates.

• You must have the Email feature enabled in your Workspace.
• You need at least one email account connected to ClickUp.
• You must have access to tasks, Docs, or other views where emails can be composed.

If you need more background on creating email templates, you can review the original ClickUp help article at this external resource.

How to Open the ClickUp Email Composer

Email templates are created and used inside the email composer. You can access it from several places in ClickUp.

Open from a task in ClickUp

1. Open any task where you want to send an email.
2. Locate the Email activity section or the email icon in the task view.
3. Click to open the email composer panel.

Once the composer opens, you will see options for choosing a connected email account, adding recipients, and composing your message.

Other ways to access email in ClickUp

Depending on your workspace setup, you may also be able to start an email from:

• Comments or activity areas that support sending emails.
• Custom-embedded email views or automations that trigger emails.

Wherever you open the email composer, the process for working with templates is the same.

Create a New Email Template in ClickUp

Follow these steps to build a new template that you can reuse whenever you send emails in ClickUp.

1. Open the email composer.
   Start from a task or any view with email enabled.
2. Click the templates icon.
   In the email composer toolbar, look for the Templates button or icon.
3. Select the option to create a new template.
   Choose New template or a similar option from the templates menu.
4. Name your template.
   Enter a clear, descriptive title so teammates can recognize the purpose of the template.
5. Add a subject line.
   Type the subject you want to reuse. You can customize it each time you send the email.
6. Write your email body.
   Compose the content you want to save, including text, formatting, and any placeholder tokens (like a first name) that you will update manually later.
7. Save the template.
   Click Save or Save template to store it in your ClickUp email templates list.

Your new template is now available whenever you use the email composer in ClickUp, as long as you have access to templates in that space.

Use Existing Email Templates in ClickUp

Once you have templates saved, insert them into new messages to save time and keep communication consistent.

Insert a template in a ClickUp email

1. Open the email composer from a task or other email-enabled view.
2. Choose your From address if you use multiple email accounts in ClickUp.
3. Click the Templates icon or dropdown in the composer toolbar.
4. Browse or search for the template you want to use.
5. Click the template name to insert it into your email.

The subject and body fields will populate with the saved content. Edit any placeholder text, adjust details, and add attachments before sending.

Tips for managing reusable content in ClickUp

• Keep subject lines generic enough for reuse but specific enough to be meaningful.
• Use placeholders for names, dates, or project details that change frequently.
• Test templates by sending them to yourself before sharing them widely with your team.

Edit Existing Email Templates in ClickUp

You can update templates as your processes, branding, or messaging change.

Steps to edit a ClickUp email template

1. Open the email composer.
2. Click the Templates button.
3. Find the template you want to change.
4. Select the option to Edit or manage the template.
5. Update the template name, subject, or body as needed.
6. Save your changes to overwrite the existing template.

Edits to a template will affect future emails that use that template, but they will not change any emails that have already been sent.

Share Email Templates With Your Team in ClickUp

Depending on how your workspace is configured, you may be able to make templates visible to other team members so everyone can send consistent emails from ClickUp.

Adjust sharing settings for ClickUp templates

1. Open the templates menu in the email composer.
2. Locate the template you want to share.
3. Choose a sharing or visibility option, if available, such as Workspace-wide access or specific users.
4. Confirm your changes so the template appears for selected teammates.

Shared templates help standardize client communication, onboarding messages, and recurring updates across your ClickUp workspace.

Delete Email Templates in ClickUp

When a template is outdated or no longer needed, remove it to keep your templates list organized.

Steps to delete a ClickUp email template

1. Open the email composer.
2. Click on the Templates menu.
3. Find the template you want to remove.
4. Open the manage or context menu for that template.
5. Select Delete or a similar removal option.
6. Confirm the deletion when prompted.

Once deleted, the template will no longer be available for new emails, but any emails previously sent from it will remain unchanged in ClickUp.

Best Practices for Email Templates in ClickUp

Use these practical tips to get the most from your templates while keeping them easy to manage.

• Standardize naming. Use a clear pattern such as Client – Onboarding – Welcome or Internal – Status Update.
• Group by purpose. Maintain separate templates for sales, support, operations, and internal communication.
• Review regularly. Schedule periodic reviews to update language, links, and signatures in your ClickUp templates.
• Limit duplicates. Merge similar templates so teammates do not have to guess which one is correct.
• Align with branding. Make sure tone, formatting, and signatures match your company style guidelines.

Next Steps and Additional Resources for ClickUp Users

After you set up your first batch of email templates, consider documenting your standard email workflows in Docs or tasks so your team understands when to use each template in ClickUp.

If you are building a larger workflow or need help structuring processes around email, project management specialists at Consultevo provide strategic guidance on organizing work and tools.

For complete, official details on email template behavior, limitations, and latest updates, always refer to the ClickUp help documentation at the external link shared earlier.

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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