Use ClickUp to Send Emails INTO Tasks ✨ Automagically ✨

แชร์
ฝัง
  • เผยแพร่เมื่อ 24 ธ.ค. 2024

ความคิดเห็น • 214

  • @wyNajemca
    @wyNajemca 11 หลายเดือนก่อน +7

    Great job Layla, but ClickUp can not handle a on-going conversation. When someone respond to your message made from inside the task, this answer is being shown inside the task (thats great), but also creates a new task with the same input along with it (not ok). I'm shocked that clickup team don't want to sit on this matter even there are couple of thousands people waiting for it...

    • @RaquelandChez
      @RaquelandChez 28 วันที่ผ่านมา

      Does anyone know if this has this been worked on since?

  • @trizvicente
    @trizvicente ปีที่แล้ว

    I hope your channel blows up with more subscribers! Love the tutorials as always!

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Thank you for your support!

  • @peteranft2037
    @peteranft2037 2 ปีที่แล้ว +1

    Yes…. I had no idea I could do this! I can’t wait to try it.

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Can't wait to see what you do with it!

  • @scotteckard236
    @scotteckard236 3 ปีที่แล้ว +2

    Mind sufficiently blown. I WILL utilize this in the near future. Thanks for pointing to it!

  • @debbiedouglas2927
    @debbiedouglas2927 ปีที่แล้ว

    I don't know how I'm just now seeing this but the timing was perfect! Thank you for all of your wisdom Layla. You have made this an even bigger game changer :)

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      You found it at just the right time. I'm glad it was helpful!

  • @pweisberg
    @pweisberg 2 ปีที่แล้ว +1

    GREAT VIDEO! Can't wait to get this setup ..working on it now.

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      So glad this was helpful to you!

  • @anhlehoai1974
    @anhlehoai1974 2 ปีที่แล้ว +1

    Great tutorial, thanks

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Glad it was helpful!

  • @davidselby9939
    @davidselby9939 ปีที่แล้ว

    yet another fantastic video. emails into CU, super helpful.

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Thank you so much! Glad that it was helpful!

  • @t3lishag
    @t3lishag 2 ปีที่แล้ว +1

    Great tutorial Thank you much

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Glad it was helpful!

  • @lr7654
    @lr7654 2 ปีที่แล้ว +1

    Thank you, great info.

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Glad it was helpful!

  • @seanarney948
    @seanarney948 2 ปีที่แล้ว +1

    Great stuff Layla! Thank you1

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      My pleasure!! Glad you liked it!

  • @xusish
    @xusish ปีที่แล้ว

    Thank you, exactly what I was looking for!

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว +1

      I'm so glad this was helpful!

    • @xusish
      @xusish ปีที่แล้ว

      @@LaylaPomper Do you think it is possible to add automation based on the title field, so if the title contains something specific do something else. I looked in the automation section but it seems quite restricted (in the free version at least).

  • @janicemchiang
    @janicemchiang ปีที่แล้ว

    Very useful. Saves me time to try to figure this out by myself.

  • @defaultuploader
    @defaultuploader ปีที่แล้ว

    Great video about a really helpful feature, thank you!

  • @frananderson1097
    @frananderson1097 3 ปีที่แล้ว +1

    Your videos help give my head process clarity. Even if I am not going to use this function straight away, I find i am dwelling on the possibilities for future needs. Thank you for continuing to increase my awareness. Thank you 😊

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      So happy to help Fran! ☺️

  • @SatiLeavitt-73
    @SatiLeavitt-73 7 หลายเดือนก่อน

    Thank you so much! Love this feature in ClickUp and will definitely be using it.

    • @LaylaPomper
      @LaylaPomper  7 หลายเดือนก่อน

      Glad it was helpful!

  • @jayrehani5623
    @jayrehani5623 2 ปีที่แล้ว +1

    Amazing!!

  • @EliasSilva-ml2nz
    @EliasSilva-ml2nz 3 หลายเดือนก่อน

    Greetings from Brazil! You saved me a lot of money and time! Thank you !!

    • @LaylaPomper
      @LaylaPomper  3 หลายเดือนก่อน

      Great to hear!

  • @manonkrol821
    @manonkrol821 2 ปีที่แล้ว +1

    This is great :-) Thank you so much Layla!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      You're so welcome! Glad it helped!

  • @arturo140584
    @arturo140584 2 ปีที่แล้ว +1

    Keep the nice work

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Thank you! Will do :)

  • @dreamojito
    @dreamojito 2 ปีที่แล้ว +1

    Excellent explanation and very helpful, after having tried a myriad of automations....))

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      I'm so happy this was helpful to you!

  • @adamadorjan7
    @adamadorjan7 2 ปีที่แล้ว

    Huge thanks Layla! I was researching for hours how to make the ClickUp Outlook integration to work, but I couldn't find any solution, I was getting really frustrated tbh. Almost gave up for the day, then find this video, which showed me a creative way of doing it:)) So, I really appreciate this video!! Thank you so much!!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว +1

      You're very welcome! I'm happy to help, Adam. :)

    • @rkrajhan0
      @rkrajhan0 ปีที่แล้ว

      @Adam Adorjan ..outlook email has clickup add on / plugin, install it, adding email as clickup task is super easy.. in that email, use clickup icon on ribbon above email ..click ok..

  • @6starscleaning217
    @6starscleaning217 2 ปีที่แล้ว

    Amazing tutorial!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Glad you think so! 🥰

  • @nicholaswright6643
    @nicholaswright6643 3 ปีที่แล้ว

    Awesome tips!

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Happy to help! ☺️

  • @MusaMtonga
    @MusaMtonga ปีที่แล้ว

    This is really helpful. Thank you

  • @rogervaldivia7033
    @rogervaldivia7033 2 ปีที่แล้ว

    Thanks for this valuable info!

  • @wilhelmina8843
    @wilhelmina8843 2 ปีที่แล้ว

    A Thumbs Up and taking the time to tell you how much I appreciate your videos (because I really do!) is more than fair for the price of admission to this show. Thanks! (I'm already a subscriber too)

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      I appreciate you! 🫡

  • @LaylaPomper
    @LaylaPomper  3 ปีที่แล้ว +1

    Have you achieve inbox 0 by using ClickUp? Did you gain a silly wizard hat in the process? I hope so!
    Some well-defined forwards can be a huge time-saver whether you're using ClickUp for personal use or for your team.

  • @leonardobivar6656
    @leonardobivar6656 3 ปีที่แล้ว

    Thanks a Lot Layla!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey Leonardo! Just getting caught up on comments! 🙈
      I'm so glad this helped!

  • @sham11112
    @sham11112 10 หลายเดือนก่อน

    Thank you Layla

    • @LaylaPomper
      @LaylaPomper  10 หลายเดือนก่อน

      You’re welcome 😊

  • @ariel_pedernera
    @ariel_pedernera 2 ปีที่แล้ว +1

    Tremenda info. Muchas gracias Layla!

  • @GordonJohansen
    @GordonJohansen 2 ปีที่แล้ว

    Rewatched this one again and decided to also forward invoices from main companies into their own lists in clickup. I'm still testing out the process before I automatically delete the emails. For now, I'm also just copying them into their own folders in Postbox (my email client). If nothing else, the notifications will remind me to deal with them right away and force me into a morning clickup routine. We'll see how it goes.

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey Gordon! I love the system you've set up! Can't wait to hear how it's going :)

  • @mario312
    @mario312 3 ปีที่แล้ว

    Your example was "from" doesn't work with "to" because it forwards every single message that arrives in the inbox. In my case I ended up with 139 open tasks in a matter of hours. Reason being is all the spam and sales emails that land in my inbox. But I also get support requests and inquiries in the same inbox. ------ Update, it was my mistake, it does work, I had accidentally left forwarding on in Gmail settings, and that started pushing every single thing into clickup. The automation does NOT need for forwarding to be set as ON in Gmail, the email filter takes care of the forwarding.

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว +1

      Hey Mario!
      When you're setting up your filter, make sure you have some pretty specific criteria. For example, "Only forward emails from myself" was my example here.
      You might instead have "Only forward emails I star" or "Only forward emails from @myclient.com" or so on. I wouldn't recommend forwarding ALL emails because, yes, it'd become a bit hectic!

  • @joshuarozario5654
    @joshuarozario5654 8 หลายเดือนก่อน

    Layla! I hope you know this - you're brilliant!!!

  • @heymrcody
    @heymrcody 2 ปีที่แล้ว +1

    going to try this to get to inbox zero. email to task anything important and maybe email to comment for all the ones I need to unsubscribe from. currently approaching 1300 unread emails 😫

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Excited to hear how it works for you! You've got this!

  • @BigSaaSsolutions
    @BigSaaSsolutions 11 หลายเดือนก่อน

    Thank you. Your video really helped.

    • @LaylaPomper
      @LaylaPomper  11 หลายเดือนก่อน

      Glad to hear it!

  • @IsaMestrinhoCoach
    @IsaMestrinhoCoach 2 ปีที่แล้ว +1

    Great video!!!

  • @nelsonleiva5546
    @nelsonleiva5546 2 ปีที่แล้ว

    thanks for this great video!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Glad you liked it, Nelson!

  • @cbserey
    @cbserey 3 ปีที่แล้ว

    I was exactly looking for this feature. Thanks a lot for the sharing and your explanations :)

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Oh so happy to help!

  • @francoisb.tremblay805
    @francoisb.tremblay805 2 ปีที่แล้ว

    thanks for the content!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Always happy to help!! 😊

  • @Mzbhagwanee
    @Mzbhagwanee 2 ปีที่แล้ว

    This is brilliant

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey! Just getting caught up on comments🙈
      Thank you so much!

  • @youcancanyou
    @youcancanyou 3 ปีที่แล้ว

    This video is God sent.

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      So glad it helped! 🙂

  • @hendesicanas6937
    @hendesicanas6937 2 ปีที่แล้ว

    Thank You! This was very helpful!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      I'm so happy to hear that! 😁

  • @carriebirchler
    @carriebirchler 3 ปีที่แล้ว

    Great info. Thank you.

  • @sionnanmaree
    @sionnanmaree 3 ปีที่แล้ว

    This is fantastic - thank you for this.

  • @Bafler1
    @Bafler1 2 ปีที่แล้ว

    Great content.

  • @jkane764
    @jkane764 3 ปีที่แล้ว

    Thanks! This looks good. I want to try it out

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      I'm so glad this video helped you, J!

  • @nicholasstainsby4888
    @nicholasstainsby4888 3 ปีที่แล้ว

    Great video, very helpful!

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      So happy to help! ☺️

  • @randiconti4827
    @randiconti4827 3 ปีที่แล้ว

    Definitely helpful, thanks

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey Randi! Just getting caught up on comments🙈
      I'm so glad this helped!

  • @itsanneso
    @itsanneso 3 ปีที่แล้ว

    Thank for this! So helpful! I've been looking how to do something like this for a long time! Such a lifesaver!

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Right?! Once you discover this feature, it's hard to go back. Definitely doesn't get enough press!

  • @deborahbrancheau1373
    @deborahbrancheau1373 2 ปีที่แล้ว +1

    You're my ClickUp Hero! Heroine? That sounds weird ... Champion!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Aw thank you! 🥰 Happy to help!

  • @dcmargentina
    @dcmargentina 3 ปีที่แล้ว

    Great video, I didn't know this feature existed!

    • @dcmargentina
      @dcmargentina 3 ปีที่แล้ว

      Sunday night I realized this was a feature; monday morning I am already using and loving it.
      I am sending emails (ex: to a customer) that need to be followed-up using the BCC function to send this as a task on Clickup.

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey Diego! Just getting caught up on comments🙈
      I'm so glad this helped!

  • @erinerdos185
    @erinerdos185 3 ปีที่แล้ว

    SO so helpful!

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      I'm so glad to hear this Erin!! :)

  • @martransshippingllc3233
    @martransshippingllc3233 3 ปีที่แล้ว

    Great video

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey! Just getting caught up on comments🙈
      I'm so glad this helped!

  • @Darenator1
    @Darenator1 3 ปีที่แล้ว

    Great information! Thanks for your hard work.

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      So glad to hear it! Thanks so much for commenting, too! ☺️🙏

  • @drelizabethharris1965
    @drelizabethharris1965 3 ปีที่แล้ว

    Thank you so much for all of these great videos:)

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Aw shucks, you're very welcome! Thanks for watching! 🙏

  • @paperdaisies4811
    @paperdaisies4811 3 ปีที่แล้ว

    super helpful!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey! Just getting caught up on comments! 🙈
      I'm so glad this helped!

  • @ivanvyshnyvetskyy6925
    @ivanvyshnyvetskyy6925 3 ปีที่แล้ว

    Great content!

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Aw, thank you so much!

  • @GordonJohansen
    @GordonJohansen 3 ปีที่แล้ว

    Another great video Layla. While, as a retail store, we don't need to deal with large clients, we do get a lot of new release information from manufacturers that generally gets deleted by me as I don't have time to even think about it. Sometimes I forward it to other full time staff and sometimes not. This might be a good way to set up a repository of these emails so that they can be checked out by others. It's not really different than setting up a filter and saving it as a folder in a mail program but not everyone has access. Thank you.

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      That’s a great use case!

  • @getcomputerhelpnow-bordent5250
    @getcomputerhelpnow-bordent5250 3 หลายเดือนก่อน

    Thanks! Great info

  • @teuilanaone2935
    @teuilanaone2935 3 ปีที่แล้ว +1

    Enjoying your videos. Thank you. Random question. How did you make your email signature? With icons on left. Are they clickable?

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Thanks for watching! 🙏Well, I do have some older videos that go over some of your email signature questions-- hopefully they help!
      th-cam.com/video/Ml9G7vvCHHA/w-d-xo.html
      th-cam.com/video/_xkFps8g_og/w-d-xo.html

  • @AzizulHoq01
    @AzizulHoq01 ปีที่แล้ว

    Great video. Is there any way to manage email thread in single ticket?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Azizul!
      Interesting question!
      To clarify, would you like to forward an email thread into a ClickUp task?
      If so, the answer is yes. You can open up the "send email to task" option from a task. You find this by clicking on the ellipses.
      This creates a unique "task email address" that can be used to forward your external emails to ClickUp. The forwarded emails will populate inside of the task.

  • @signedturnip6442
    @signedturnip6442 ปีที่แล้ว

    Hello Layla, regarding email forwarding to clickup, is it possible to disable the email attachment that is loaded? Our clickup is currently full storage capacity and deleting stuff apparently doesn’t work (clickup bug). Creating tasks is, according to clickup, unlimited so i want to try and see if i can disable the email attachments and keep on loading tasks this way. If not i’m gonna have to code something, or if you know another way to freely automate this process it would be helpful :)

  • @Sakrhiba
    @Sakrhiba ปีที่แล้ว

    Great Video Layla! But is there a way to manage email thread in a single task? because when someone replies back to the same thread it is creating a new task instead of populating all the communication in this thread under the same task.

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      When it comes to a single thread, our team utilizes Missive. th-cam.com/video/KjOl6LzNEHE/w-d-xo.html

    • @Sakrhiba
      @Sakrhiba ปีที่แล้ว +1

      Thank you@@LaylaPomper! so there is no way to do it in Clickup?

  • @khms1000
    @khms1000 2 ปีที่แล้ว

    Wow...looks helpful..can the same be done for outlook- todo?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Ankit! Just getting caught up on comments🙈
      Good question!
      Yes, the send task to email feature also works with Outlook.
      Copy the unique Task or List address and paste it in the 'To' box. Emails will funnel into the ClickUp List or Tasks!

  • @carlosadolfoduarte
    @carlosadolfoduarte 3 ปีที่แล้ว

    Great content, as usual!

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey Carlos! Just getting caught up on comments! 🙈
      I'm so glad this helped!

  • @gurmindersinghdhami4085
    @gurmindersinghdhami4085 2 ปีที่แล้ว

    Hi, I have 1 query.
    In case where we send an email to client from clickup but the client instead of replying to that email, starts another email chain.
    How to add that in the clickup task.
    Trello has a way where we can paste the email's url (url of that specific email in gmail) and that mail got added in the task.
    This helped for use cases, where clients have a habit of starting new email chain instead of replying to the emails sent.
    Can you please guide. I am new to clickup.
    Thanks

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      If you go inside the "..." settings in a particular task, you can find the Task-specific email address. If you use THIS email address, it'll add Comments to an existing Task. (Meanwhile, the List Email Address creates new tasks.)

  • @marsekalkevianto1160
    @marsekalkevianto1160 3 ปีที่แล้ว

    so amazing!

  • @cassidystokes9045
    @cassidystokes9045 3 ปีที่แล้ว

    You seem like so much fun haha always making me laugh

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว +1

      😆 Happy to help, Cassidy!

  • @ChrisGloss
    @ChrisGloss 3 ปีที่แล้ว

    Another helpful video! Thank You

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Oh Chris I'm so glad to hear this! Thanks for commenting!! :)

  • @jtulyatt7213
    @jtulyatt7213 2 ปีที่แล้ว

    I can never get the tags to work.Can you do a video on how to attach the tags to the forward?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey JT! Just getting caught up on comments🙈
      I'll add this to our Content Ideas list!

  • @mikeymooguire5205
    @mikeymooguire5205 ปีที่แล้ว

    Very useful

  • @SarmadNAqrawi
    @SarmadNAqrawi 3 ปีที่แล้ว

    Thanks

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey Sarmad! Just getting caught up on comments! 🙈
      I'm so glad this helped!

  • @dalejones9150
    @dalejones9150 3 ปีที่แล้ว

    Thanks Layla for another good video. I like how you are starting to let go a little and having a bit more fun with the video production. You've never been a "stick in the mud" but your videos of late have a few more light hearted fun moments that make the not-always-so-fun topic of {frumpy face} BUSINESS AUTOMATION a bit easier to watch and digest. Keep it up and thanks again for sharing your knowledge and ideas.

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      🤣 I’m glad it’s coming through!

  • @ẞæėį
    @ẞæėį 3 ปีที่แล้ว

    Thank you! This is extremely helpful. We try to use linked GDrive folders to save on ClickUp's limited storage for our plan. Do you find that emails take up a lot of storage in ClickUp?

    • @SylvieBoidron
      @SylvieBoidron 3 ปีที่แล้ว

      Very helpful feature. Thank you. Layla for this video.

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey! Just getting caught up on comments🙈
      Emails don't tend to take up storage but over time it can build up. Here's an article that walks you through how to check: help.clickup.com/hc/en-us/articles/6310498579607-Manage-your-Workspace-storage

  • @hercules71185
    @hercules71185 2 ปีที่แล้ว

    So I can see them on calendar but under my Google tasks app it doesn't update or change. I've checked profiles and everything. It does add to Google calendar. I can click the task link end up back in click up and finish. But it is not a task and not clickable

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey! Thank you for your patience as I'm just now getting caught up on all of these comments!
      If you still need support in this area, I think you'll love the ProcessDriven Collective! This is our free Facebook group where business owners and team leaders from all over the world come together to answer not only ClickUp specific questions but also process and systemization in general, including other platforms! Check it out here: processdriven.co/group

  • @LexiDAngelo
    @LexiDAngelo 3 ปีที่แล้ว

    Love this!! I knew it was a feature but this video sparked some juicy ideas 💡🤩

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Any favorites you want to share? For me, newsletters and client communications are always top of the list of possibilities!

  • @edwardgramolt1265
    @edwardgramolt1265 2 ปีที่แล้ว

    Hi - The "List Email Address" isn't showing in my List view, like it is in yours - has this process changed or is it part of a different package?
    Thank you

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Edward! Just getting caught up on comments🙈
      To locate your Email to the List address, click on the ellipses of the List name from the sidebar.
      This will show you the unique List Email Address.

  • @ideskdoo7297
    @ideskdoo7297 3 ปีที่แล้ว

    Thank you 🙏😍🏆

  • @Booked.on.coffee
    @Booked.on.coffee 10 หลายเดือนก่อน

    I was able to send an email the list link and create a task but it doesn’t work when I create the rule 😢please help

  • @christophhaug
    @christophhaug 3 ปีที่แล้ว

    Vert useful, thank you! Do you know if there is a way to set the status of the task when forwarding the email? Because once I remove those emails from my inbox and mark them as ready I'd want to make sure that I don't miss them in clickup. So I thought I'd create a status for those emails... I know I can set tags, which could be a workaround, but maybe you know whether status works too?

    • @victoriaking15
      @victoriaking15 2 ปีที่แล้ว

      There's probably a few workarounds that could suffice using your ClickUp automations here (if you're still wondering). If you want your forwarded emails to go to one main list, you could set an automation in that list like "when a task is created and it has a specific tag" - change the status to _____. Another option could be more time consuming, but this may work in a situation where an email gets auto-forwarded and you're unable to set a tag through the subject line like you can when you manually forward an email. You could have all of the emails forwarded to an "inbox" list of sorts, then set up an automation in that list to say something like "when a task is created, add a specific tag, change the status, assign it to a specific person. Any of those or all of those and more. If you'd like those tasks to exist on multiple lists, Layla has a video all about that, but I'd suggest setting up a separate automation for this "when one or all of your "prerequisites" are fulfilled (tag added, status changed, assigned to "x", etc), then add this task to ____ list. Hope this helps!

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Christoph! Just getting caught up on comments🙈
      Great question!
      I tested this by creating an automation to update the status when a task was created.
      I then used the List Email Address to forward emails into ClickUp, but this did not trigger the automation.
      There is a highly voted-for feature request that would allow this in the future. Feel free to add your vote to see this implemented and leave a comment on how you would like this to work: clickup.canny.io/feature-requests/p/use-email-received-as-a-trigger-for-an-automation

  • @TomWarrenPhotography
    @TomWarrenPhotography 3 ปีที่แล้ว

    Hi, thanks for the video. You seem to know a lot about the program and I am just learning about it.
    Can you please clarify whether or not I can use Clickup for my photo business? For example, I want something to handle email automation to clients. So, if a new client is added, they automatically get sent a welcome email. I'd like to have proposal and contract templates that can be edited and sent to them. Once payment is received and noted in Clickup, they get sent a confirmation email. Can any of this be done in Clickup?

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      You can handle email and tasks in ClickUp...but for proposal and contracts, you’re looking more for a tool like Dubsado, 17Hats, or Honeybook. 🤔

    • @TomWarrenPhotography
      @TomWarrenPhotography 3 ปีที่แล้ว

      @@LaylaPomper understood. thanks

  • @muzafferckay2609
    @muzafferckay2609 3 ปีที่แล้ว

    Hi, non-English text is broken when converting an email to a task. Is it possible to fix this?

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Unfortunately, I don’t know if a good fix for this. I would contact ClickUp’s support! 🤓

    • @muzafferckay2609
      @muzafferckay2609 3 ปีที่แล้ว

      @@LaylaPomper thank you do much :)

  • @themindsetrevolution
    @themindsetrevolution 3 ปีที่แล้ว

    Hey Layla, thanks for a clear and engaging video. Very helpful! Have a great day 😁

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      Thank you! You too! 😊

  • @michaelmoores4457
    @michaelmoores4457 3 ปีที่แล้ว

    Can I kick off a ClickUp Automation base on a task created by an inbound email?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Michael! Just getting caught up on comments🙈
      Great question!
      It's not possible to use an Email received as a ClickUp trigger for an Automation.
      This would be a great idea; I encourage you to add your vote to this feature request to see this implemented in the future: clickup.canny.io/feature-requests/p/use-email-received-as-a-trigger-for-an-automation

  • @kathryncainmadsen5850
    @kathryncainmadsen5850 2 ปีที่แล้ว

    Thanks, although click up has changed so I am a bit confused

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Hey! Just getting caught up on comments! 🙈
      I'm so glad this helped! ClickUp has definitely done some updates in the last year. We'll work on doing updated videos soon!

  • @DinnaeGalloway-vx1io
    @DinnaeGalloway-vx1io 2 ปีที่แล้ว

    is there anyway to get rid of all the ugly signature muck from those emails?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว +1

      Hey Dinnae! Just getting caught up on comments🙈
      Great question!
      Unfortunately, this is not possible yet. There is a feature request in Canny that would allow us to remove all ClickUp branding logos from emails. Feel free to add your vote in to bring more attention to this: clickup.canny.io/feature-requests/p/remove-sent-using-clickup-from-email

  • @lironossi
    @lironossi ปีที่แล้ว

    hi Layla
    can you create a subtask via email?
    thank you, love your videos :)

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Unfortunately this isn't available but it is a feature request. feel free to add your vote: clickup.canny.io/feature-requests/p/add-subtasks-via-email

  • @BeIndigoDesign
    @BeIndigoDesign 2 ปีที่แล้ว +1

    Thanks for this! Is there a way to have emails forwarded to a specific status within a List?

    • @LaylaPomper
      @LaylaPomper  2 ปีที่แล้ว

      Not that I know of using just Email to ClickUp, but you could set up an Automation that could change the status later on. Might need to dig into this a bit deeper! :)

  • @paymansalehishafa6884
    @paymansalehishafa6884 2 ปีที่แล้ว

    How do you just create a link to the specific email?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Payman! Just getting caught up on comments🙈
      Great question!
      If you only want to create a link to a specific email in a task, you can attach the email to the task using the Chrome Extension tool.
      The email will populate in the task as an attachment file.

  • @mario312
    @mario312 3 ปีที่แล้ว

    This is probably on the gsuite side, but i have one particular account that wont accept the task email as a legitimate email

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว +1

      That’s strange. Have you tried manually entering it as a Contact?

    • @mario312
      @mario312 3 ปีที่แล้ว

      @@LaylaPomper It finally just accepted it, very strange.

  • @joysebeloserow
    @joysebeloserow ปีที่แล้ว

    tnx

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Joyse! I'm happy to help :)

  • @rachelshieldsebersole6094
    @rachelshieldsebersole6094 3 ปีที่แล้ว

    I set up rules in Outlook to forward things to ClickUp but the emails keep bouncing back. Has anyone else encountered this? And, better yet, has anyone else figured out how to fix this?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hey Rachel! Just getting caught on comments🙈
      Good question!
      I'm not sure what is causing the emails to bounce back. Are you using the unique "send to email" task address?
      In the meantime, I do know that using Zapier, it's possible to have emails sent to ClickUp. You choose a trigger from Outlook to perform an action in ClickUp.

  • @matiaspizarro7960
    @matiaspizarro7960 3 ปีที่แล้ว

    Who downvotes these vids, really? Lmao.
    Ty for the guide :)

    • @LaylaPomper
      @LaylaPomper  3 ปีที่แล้ว

      🤣 Just so happy to help!

  • @TonyAnczerRE
    @TonyAnczerRE ปีที่แล้ว

    👍

  • @romasladoelromasladoel
    @romasladoelromasladoel 3 หลายเดือนก่อน

    top

  • @DBOSyoleoorg
    @DBOSyoleoorg ปีที่แล้ว

    Do the red line breaks in your TH-cam video for each topic happen automatically by YT or do you have to insert them?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      We add the chapters so it’s easier for you to skim ☺️

  • @DBOSyoleoorg
    @DBOSyoleoorg ปีที่แล้ว

    Can you send the email to a task so it becomes a SUBTASK or an ATTACHMENT?

    • @LaylaPomper
      @LaylaPomper  ปีที่แล้ว

      Hi, there!
      Yes, there is something like this. You can use the send email to task feature in the task view.
      This generates a unique email address for the task. Copy the link and then go into your email inbox. Paste the unique task email into the recipient field. You can forward your email with attachments into a task.
      The email will populate inside the task as a comment, and any attachments in the email will show up the attachment section. You can find more information here: help.clickup.com/hc/en-us/articles/12664128434583-Add-emails-to-tasks

  • @befortune5
    @befortune5 2 ปีที่แล้ว +1

    this is brilliant

  • @daletidy.
    @daletidy. 2 ปีที่แล้ว +1

    Awesome video