Connect Outlook Email to ClickUp

Integrating Outlook with ClickUp lets you send and receive emails directly from tasks, comments, and your Workspace, so your communication stays organized and easy to track.

This guide walks you through supported Outlook account types, required permissions, connection steps, settings, and common troubleshooting tips.

Before you connect Outlook to ClickUp

Before linking Outlook to ClickUp, confirm that your email account is compatible and that you have the correct permissions.

Supported Outlook account types

You can connect these Outlook-based accounts to ClickUp using Microsoft OAuth:

• Office 365 business and enterprise accounts
• Office 365 educational accounts
• Outlook.com accounts (including Hotmail, Live, and MSN)

Exchange on-premises or legacy POP/IMAP accounts are not supported through the standard Outlook OAuth integration.

Required permissions and access

When you connect Outlook to ClickUp, Microsoft asks you to grant several permissions so ClickUp can operate your email safely within the app.

Typical permissions include access to:

• Read and send email on your behalf
• Access your email folders and message content
• Maintain an active connection to your mailbox

Your Microsoft 365 administrator may need to approve these permissions for your organization. If consent is blocked, you will not be able to finish the connection process.

How to connect Outlook to ClickUp

You can link Outlook from your email settings in ClickUp. The process uses Microsoft’s secure OAuth flow so you never share your password with ClickUp.

Open ClickUp email settings

1. Log in to your Workspace.
2. Click your avatar or profile menu.
3. Open Settings, then locate the email or integrations section.
4. Choose the option to add or connect an email account.

If your Workspace has email features restricted by role or plan, verify that you are allowed to connect personal mailboxes.

Start the Outlook connection flow

1. In the email connection screen, select Outlook or Microsoft as the provider.
2. Click the button to Connect or Sign in with Microsoft.
3. A new window opens sending you to Microsoft’s login and consent page.

Keep this window open until you see a confirmation that Outlook is successfully linked to ClickUp.

Sign in with your Microsoft account

1. Choose the Microsoft account you want to connect, or enter your email address.
2. Enter your password and complete any multi-factor authentication steps.
3. Review the permissions listed for the ClickUp email app.
4. Click Accept or Allow to grant access.

After successful authentication, Microsoft redirects you back to ClickUp, and your Outlook mailbox is added to the account list.

Configure ClickUp Outlook email settings

Once Outlook is connected to ClickUp, review your settings so messages behave the way you expect inside your Workspace.

Choose the default email account

If you have more than one email provider connected, set Outlook as your default sender for new messages created in ClickUp:

1. Return to the email settings area.
2. Locate your Outlook mailbox entry.
3. Enable the option to use it as the default from address, if available.

Using a single default address helps keep your client communication consistent across tasks and projects.

Verify sender name and signature

Check that emails sent from ClickUp display the right identity:

• Confirm the sender name matches your personal or team branding.
• Add or edit an email signature, if the feature is available in your Workspace.
• Send a test email from a ClickUp task to yourself to confirm formatting and display.

Aligning your settings with your existing Outlook configuration helps create a seamless experience for recipients.

Use Outlook email inside ClickUp

After connecting Outlook to ClickUp, you can start sending and receiving messages directly from tasks and comments.

Send emails from a task

1. Open any task in your Workspace.
2. Find the email section or email tab.
3. Click to compose a new email.
4. Select your Outlook address in the From field, if it is not selected by default.
5. Add recipients, subject, and message content.
6. Click Send.

The message is delivered via Outlook but logged in ClickUp, so your entire thread stays attached to the task.

View and reply to email threads

Depending on your plan and configuration, inbound replies to messages sent from ClickUp with your Outlook address can appear inside the same task thread.

From there you can:

• Reply without leaving ClickUp
• Mention teammates to get input before sending
• Keep a single history of conversations tied to deliverables

Manage and disconnect Outlook in ClickUp

At any time you can review or remove the Outlook integration if you change accounts or no longer want email access in your Workspace.

Review connection status

If emails stop sending from ClickUp, the connection to Outlook might be expired or revoked.

1. Open your email integration settings.
2. Check the status next to your Outlook mailbox.
3. If prompted, click to Reconnect and go through the Microsoft sign-in flow again.

Expired tokens can occur when passwords are changed, security policies are updated, or admin consent is withdrawn in Microsoft 365.

Disconnect your Outlook account

1. Go to the email or integrations page in ClickUp settings.
2. Locate your connected Outlook mailbox.
3. Select Disconnect or Remove.
4. Confirm that you want to remove access.

After disconnecting, ClickUp cannot send or receive new messages using that Outlook account. Existing emails already logged to tasks remain for historical reference, depending on your Workspace configuration.

Troubleshoot Outlook and ClickUp connection issues

If you have trouble connecting Outlook to ClickUp, use these checks to find the cause.

Check account and license type

• Verify that your email is an Outlook.com or Microsoft 365 mailbox.
• Confirm that the account is active and not blocked or disabled.
• Ensure your Microsoft 365 license allows third-party app connections.

Review admin policies

Some organizations restrict which apps can access Microsoft mailboxes.

• Ask your Microsoft 365 admin if the ClickUp integration is allowed.
• If consent is required, share the integration details with your IT team.
• Have the admin approve the app and then try again.

Confirm security and sign-in settings

• Ensure multi-factor authentication steps complete successfully.
• Disable or adjust browser extensions that might block pop-up windows.
• Try another browser or an incognito window to rule out cache issues.

If problems persist, compare your steps with the official instructions in the Outlook email integration article on the ClickUp Help Center: Link your Outlook email account.

Get more help with ClickUp email setups

For broader Workspace strategy, email workflows, and productivity improvements, you can also review consulting resources such as Consultevo, which covers implementation best practices and operational optimization.

Once Outlook is connected to ClickUp and your settings are tuned, your team can manage tasks, conversations, and documentation in a single place, reducing context switching and improving visibility across projects.

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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