Is there a way to send emails from the clickup app or just on desktop? Our team hasn't been able to use this feature from our phones. Thank you so much!!
I am just into this for two weeks but kind of buy the whole idea ... Still in startup stage on free version but it seem it will be sooner than I thought to jump to paid version, work volume is too small but still paid will make me serious , I hope and get better out of me .. once again you rock Layla, can't thanks ypu more
If I build out more of a CRM, I plan to email from "tasks" (customer records) so that I can view the paper trail of emails right there, along with comments I can leave like "left voice mail." It'll be nice to have a full record all in one place!
@@XxStupendousManxX I don't have a business that involves deals; it's e-commerce with an emphasis on relationship, so the correspondence is following up on orders, notifying them of updates, wishing a happy birthday, etc.
We’ve been using it for the past week! I’m new to ClickUp, so I didn’t realize that it was a brand new feature. It seems that the attachment issue has been resolved because our attachments have been going through to our clients! We’re going to test it out as our CS ticketing software
Hi Layla, I wanted to express my gratitude for the informative video you shared. Currently, I have just one question: is there a way to prevent the creation of a new ticket for every client reply? Presently, when a client responds to an email, the reply gets added to the original ticket, but unfortunately, a new ticket is also generated. Your assistance on this matter would be highly appreciated. Thank you for your support.
hey Layla great video, thank you - would love to see if its possible to have an automated recurring task (that is a email reminder). ie) hey there its the 15th, please make sure your time sheet is completed for payroll. ie) automatically sent on 15th of each month.
Hi Layla, great video! Suuuuper helpful! I started using Clickup a year ago, but abandoned it because it didn't have all the features I needed to keep track of my patients, physician's, and nurses. The emailing thing would be a life-saver to keep track of conversations between me and a patient's physician. Right now I'm just copy-pasting into patient files my conversations which gets lost in the patient's other notes in their file. In this video you showed how a task can be created via Form, but would there be a way to have an email be forwarded to Clickup if I, say, flag it in my Outlook inbox? My team all uses the same inbox to communicate with clinicians and patients, and right now the only way we can tell if an email is being actioned is by flagging it and putting a category colour on it. It's not super efficient. I want to try this out myself first before possibly introducing it to my team. Thanks in advance!
Hey Seraphina! Just getting caught up on comments🙈 This is a great question! Yes, the ability to forward your emails from a regular mailbox into a ClickUp task is possible. First, you must locate the task to which you want to add the emails. Then, click on the ellipses and select "Sent task to email." This will generate a unique "email address" for your task. Copy and Paste this address into your Outlook inbox and forward the email. The Outlook email will now be visible from the ClickUp task.
Very nice video, but i have a question. When i sent an email, above it shows that the email was sent through clickup, but in your video it's not like that. i would like to know how to change it. thank you
Hey Lynn! Just getting caught up on comments🙈 According to this article (help.clickup.com/hc/en-us/articles/6303747270807-Use-Email-in-ClickUp) the free plan gets one email account with 100 uses. I hope this helps!
Can this feature be used to track whether the client receiving the email has viewed the email or opened it even if the client is not part of click up at all?
Hi, there, At the moment, Email in ClickUp does not have the capability to track opened emails. There is a feature request that would allow the Chrome extension to do this. I'll leave the feature request here in case you'd like to add your vote: clickup.canny.io/feature-requests/p/track-opened-emails-chrome-extension-feature
Thanks for the video. I'm still using the free tier of ClickUp and I'm glad they still are giving access to the email functionality (even if it's limited to 1 email account and you can't use signatures or templates). Still a great way to respond to clients inside ClickUp.
Completely agree! And they recently increased the number of automations available on the Free plan (if I remember correctly) so there's a lot that can be explored, which is great!
Hey Adam! Just getting caught up on comments🙈 Great question! Currently, there is still a feature request (clickup.canny.io/feature-requests/p/utilize-custom-fields-when-sending-email-from-clickup) to update the field from Task Custom Fields dynamically. However, if you use the Email Automation option to "Send an email when a task is created", you can add fields to the Subject, Body, or Email Template by using variable fields (help.clickup.com/hc/en-us/articles/6312083386903-Create-an-email-Automation#:~:text=unauthenticated%20or%20deleted.-,Variable%20field%20options,-You%20can%20add)
Hey Wayne! Just getting caught up on comments🙈 Yes, absolutely! You have two options. The first would be to use the Email in ClickUp feature to send and receive emails as threaded comments in a ClickUp Task. If you choose this route, you can do this on a Parent Task of the project to ensure all communication is centralized. Option two would be to forward all emails from a regular email inbox into a ClickUpo task by using the "Send email to task" feature. To get the unique "email address" for a task, click into the ellipses and select "Send email to task" use this unique email to forward all project-related emails into one task.
Layla, you are rocking it. Wonderful information and you are truly professional and a great speaker. Way to go. and thank you for all that you do teaching clickup. Your number 1 fan. Yah that is enough coffee in the afternoon. No really awesome stuff.
Aw, appreciate you taking the time to say that! I’m so glad these videos have helped you. It’s been a learning curve to learn how to translate all this into TH-cam but I can truly say I enjoy the process! ☺️ Glad to help!
Is it possible to add your Task custom fields into the Email template as a dynamic? ClickUp claims you can do it, but I think only with the automation.
Hey Joshua! Just getting caught up on comments🙈 Great question! You're correct! This works when using email automation. However, at the moment, it is not possible to add the Task Fields to an Email Template. I searched Canny and found this feature request here: clickup.canny.io/feature-requests/p/utilize-custom-fields-when-sending-email-from-clickup Feel free to add your vote and leave a comment on how you would like this feature to work. I hope this helped!
I've been trying to use this feature, but I have two "problems": First, the replies come to my inbox (gmail) which is great, but there's not "linking" back to clickup. In other words, I'd like to be able to click on the email response and have it take me back into the CU task. (It gets especially difficult when, say, my EA emails from clickup and cc's me. I have no way of knowing if she emailed the client from ClickUp or if it's just from her regular email. Second (and this is probably a bit broader issue) is the notifications from CU. There are ZILLIONS of them, and it makes looking for the response to an email from CU a nightmare to find. Auugh. Any thoughts?
Thanks for sharing your experience. I am looking into using this feature so the users can stay in CU more than Gmail to get things done. First off, go to Settings > Notifications and clear up the settings. Maybe make sure you get an email with all new comments? The notification in CU (for Email) will get buried - the user has to be on top of clearing them. It would be cool to filter those! Next, adding the column Comments in the task list might help bring some visibility to comments (all, including email); I thought the little counter on that chat icon indicates an unread comment, but it is total comments. But you can click the icon to pull up the comment thread without having to open the task itself. That's nice! As for not knowing where the email was sent from (CU or Email), maybe the signature block isn't the same so you could tell? Maybe review SOPs with the team - all client email must be sent via CU. That way if you know you're looking for an email reply, you're simply going to the task regarding the email conversation to find it.
@@BettieJane Thanks for you reply. I was with you until you said "adding the column Comments in the task list might help bring some visibility to comments (all, including email)". Could you be more specific? What are you calling a "column comment"? Thanks!
Hey Michael! Just getting caught up on comments🙈 Oh no! I would encourage first to ensure that the ClickApp is enabled for the Space where you want to receive email replies. Sometimes this feature starts acting a little weird, and re-authenticating the email address in ClickUp can be a solution to what you're experiencing. If knowing where your EA emails the client from is essential, I would encourage creating a unique template that both of you recognize to distinguish both. Alternatively, your EA could use a specific email address for ClickUp Emails. For your notifications, what if you created a view specifically for tasks where you know you send and receive emails? Let's say this is a List view. You can show custom fields like "last comment" to preview some of the email text and show "last date updated" to see the time or date when any new activity occurred on the task. There isn't a way to single out Email notifications in ClickUp yet, but all great ideas begin with a feature request in Canny: clickup.canny.io/ Feel free to create one and explain how you would like this to function!
Layla, as FYI, there currently is a bug in ClickUp with the replies to messages not landing back in ClickUp. I filed this bug report more than six ago and still not fixed. In brief, messages send fine, and when the person you're emailing replies, the message is received by gmail, but does NOT post as a comment. When I inquired back to see about progress on the bug, they told me that it's not a priority bug for them but they will work on it. I was surprised it was not priority since I would imagine it affects many people. Is this feature still working for you?
Could you clarify what happens when the client replies to the email (apart from what you showed)? Will a notification be sent out? To whom? In your video, it is obvious that (in threaded view) it ios rather easy to miss an incoming email, since it is quite hidden. So I would deem it important to understand how to make sure that we don't miss those replies. Do I need to set up an automation or what?
When a reply is made it shows up in 3 places: 1 - in your email inbox just like any other email. 2 - in CU notifications (“New Email” notifications work just like new comments.) 3 - on the actual threaded Task Comments.
Hi! I tred the email automation but when I reply as the client the email doesn't ref;etc in my click up. Should I wait for a while? Or is this instant?
Hey Krista! Just getting caught up on comments🙈 Interesting! I would encourage you to double-check that the ClickApp settings that posted threaded replies are enabled and available in the Space where the task is located. Another thing to note is that the client must reply to the email sent from the ClickUp Task first. If this is done correctly, the client response should populate in the task where the received email originated. If this is still not working, I recommend reaching out to ClickUp Support so they can further investigate the issue. I hope this helps!
Are there ways to create automations for the emails? Ie, when a client sends a request, an automated email gets sent back saying "we;ve received your request... blah blah blah"
Yes! I've actually been trying to do it and it is possible from a list. Click on the robot next to a list, then + Add automation. Scroll down on the left menu, and under Integrations, you should find Email. In our case, you might be looking for a "when task created, send email". The automation supports dynamic fields, so your automatic replies can have the task name, name of the person who made the request, etc.
You're content is definitely great and I was very excited but with all due respect, it's very disappointing to see you have to include pronouns in your signature as if it were not obvious. Neglecting science and obeying woke ideology leads to these unnecessary choices to satisfy the needs and opinions of a select few 🙄. I wonder if this comment will get deleted 😏. Facts over opinions, God bless you in Jesus name 🙏!
I'm glad you enjoy the content! As for pronouns, I'm happy to embrace any practices that will help my employees and collaborators enjoy the process of daily work. Clarifying pronouns is just an additional step to avoid assumptions that make work awkward and unpleasant. For an introverted geek like me, human interaction is awkward enough as it is. Ha! It doesn't need to be a choice you make in your business or your TH-cam Channel, but it's one I'll continue to make in mine. Cheers!
Is there a way to send emails from the clickup app or just on desktop? Our team hasn't been able to use this feature from our phones. Thank you so much!!
I am just into this for two weeks but kind of buy the whole idea ... Still in startup stage on free version but it seem it will be sooner than I thought to jump to paid version, work volume is too small but still paid will make me serious , I hope and get better out of me .. once again you rock Layla, can't thanks ypu more
Happy to help! The paid plans do really open up a lot of possibilities! 🙂
If I build out more of a CRM, I plan to email from "tasks" (customer records) so that I can view the paper trail of emails right there, along with comments I can leave like "left voice mail." It'll be nice to have a full record all in one place!
Soooo good. I’m very excited for when “Pinning” Comments in ClickUp is possible - that’ll be so useful for you, Julie!
Julie, with your CRM framework do you create “deals” with clients and store deals specific conversation there or log ALL inside the client “task”?
@@XxStupendousManxX I don't have a business that involves deals; it's e-commerce with an emphasis on relationship, so the correspondence is following up on orders, notifying them of updates, wishing a happy birthday, etc.
We’ve been using it for the past week! I’m new to ClickUp, so I didn’t realize that it was a brand new feature. It seems that the attachment issue has been resolved because our attachments have been going through to our clients!
We’re going to test it out as our CS ticketing software
Wonderful to hear this and glad to hear you’re diving in! Ticketing is a great use case, especially now that email automations are released!
Great info, work simplified, let clicking around and getting lost ... Learning unlimited
Less clicking around .... typo error
Good! I’m so glad to hear it, Sunil! It usually takes a few weeks to get comfortable, but it does get easier!
Hi Layla,
I wanted to express my gratitude for the informative video you shared. Currently, I have just one question: is there a way to prevent the creation of a new ticket for every client reply? Presently, when a client responds to an email, the reply gets added to the original ticket, but unfortunately, a new ticket is also generated. Your assistance on this matter would be highly appreciated.
Thank you for your support.
I'd look into your automations. Verify that your automations aren't creating a new ticket for you with a reply.
Hi @@LaylaPomper , thanks for the feedback. I have had a look but we don't use an automation for this.
hey Layla great video, thank you - would love to see if its possible to have an automated recurring task (that is a email reminder). ie) hey there its the 15th, please make sure your time sheet is completed for payroll. ie) automatically sent on 15th of each month.
Yes, you'd need to use recurring Task + email automations to make this happen. :)
Super helpful! I'd seen the announcement on the feature, but didn't want to take the time to figure it out. Thanks!
So glad this helped you Jeff!
Hi Layla, great video! Suuuuper helpful! I started using Clickup a year ago, but abandoned it because it didn't have all the features I needed to keep track of my patients, physician's, and nurses. The emailing thing would be a life-saver to keep track of conversations between me and a patient's physician. Right now I'm just copy-pasting into patient files my conversations which gets lost in the patient's other notes in their file. In this video you showed how a task can be created via Form, but would there be a way to have an email be forwarded to Clickup if I, say, flag it in my Outlook inbox? My team all uses the same inbox to communicate with clinicians and patients, and right now the only way we can tell if an email is being actioned is by flagging it and putting a category colour on it. It's not super efficient. I want to try this out myself first before possibly introducing it to my team. Thanks in advance!
Hey Seraphina! Just getting caught up on comments🙈
This is a great question!
Yes, the ability to forward your emails from a regular mailbox into a ClickUp task is possible.
First, you must locate the task to which you want to add the emails. Then, click on the ellipses and select "Sent task to email." This will generate a unique "email address" for your task. Copy and Paste this address into your Outlook inbox and forward the email.
The Outlook email will now be visible from the ClickUp task.
Very nice video, but i have a question. When i sent an email, above it shows that the email was sent through clickup, but in your video it's not like that. i would like to know how to change it. thank you
Are you using the 3.0 version of ClickUp? This could be it!
Hi Layla, I'm just confirming that the email feature on ClickUp is only on the paid subscription. I'm not seeing that feature on the free version.
Hey Lynn! Just getting caught up on comments🙈
According to this article (help.clickup.com/hc/en-us/articles/6303747270807-Use-Email-in-ClickUp) the free plan gets one email account with 100 uses. I hope this helps!
Can this feature be used to track whether the client receiving the email has viewed the email or opened it even if the client is not part of click up at all?
Hi, there,
At the moment, Email in ClickUp does not have the capability to track opened emails.
There is a feature request that would allow the Chrome extension to do this. I'll leave the feature request here in case you'd like to add your vote: clickup.canny.io/feature-requests/p/track-opened-emails-chrome-extension-feature
Thanks for the video. I'm still using the free tier of ClickUp and I'm glad they still are giving access to the email functionality (even if it's limited to 1 email account and you can't use signatures or templates). Still a great way to respond to clients inside ClickUp.
Completely agree! And they recently increased the number of automations available on the Free plan (if I remember correctly) so there's a lot that can be explored, which is great!
Is it still the case that we can't have the fields dynamically update?
Hey Adam! Just getting caught up on comments🙈
Great question!
Currently, there is still a feature request (clickup.canny.io/feature-requests/p/utilize-custom-fields-when-sending-email-from-clickup) to update the field from Task Custom Fields dynamically.
However, if you use the Email Automation option to "Send an email when a task is created", you can add fields to the Subject, Body, or Email Template by using variable fields (help.clickup.com/hc/en-us/articles/6312083386903-Create-an-email-Automation#:~:text=unauthenticated%20or%20deleted.-,Variable%20field%20options,-You%20can%20add)
Hi Layla, thanks for another great video. This e-mail feature is fantastic. But I hope they improve the signature soon...
Agreed!
Is there a good way to organize all emails connected to a Project? That is a HUGE piece for me . . .
Hey Wayne! Just getting caught up on comments🙈
Yes, absolutely!
You have two options. The first would be to use the Email in ClickUp feature to send and receive emails as threaded comments in a ClickUp Task.
If you choose this route, you can do this on a Parent Task of the project to ensure all communication is centralized.
Option two would be to forward all emails from a regular email inbox into a ClickUpo task by using the "Send email to task" feature. To get the unique "email address" for a task, click into the ellipses and select "Send email to task" use this unique email to forward all project-related emails into one task.
Thanks but im sad that we cant send e-mails with data stored in custom fields (without automation)
You and me both! 😢
Layla, you are rocking it. Wonderful information and you are truly professional and a great speaker. Way to go. and thank you for all that you do teaching clickup. Your number 1 fan. Yah that is enough coffee in the afternoon. No really awesome stuff.
Aw, appreciate you taking the time to say that! I’m so glad these videos have helped you.
It’s been a learning curve to learn how to translate all this into TH-cam but I can truly say I enjoy the process! ☺️
Glad to help!
Is it possible to add your Task custom fields into the Email template as a dynamic? ClickUp claims you can do it, but I think only with the automation.
Hey Joshua! Just getting caught up on comments🙈
Great question!
You're correct! This works when using email automation.
However, at the moment, it is not possible to add the Task Fields to an Email Template. I searched Canny and found this feature request here: clickup.canny.io/feature-requests/p/utilize-custom-fields-when-sending-email-from-clickup
Feel free to add your vote and leave a comment on how you would like this feature to work.
I hope this helped!
I've been trying to use this feature, but I have two "problems": First, the replies come to my inbox (gmail) which is great, but there's not "linking" back to clickup. In other words, I'd like to be able to click on the email response and have it take me back into the CU task. (It gets especially difficult when, say, my EA emails from clickup and cc's me. I have no way of knowing if she emailed the client from ClickUp or if it's just from her regular email. Second (and this is probably a bit broader issue) is the notifications from CU. There are ZILLIONS of them, and it makes looking for the response to an email from CU a nightmare to find. Auugh. Any thoughts?
Thanks for sharing your experience. I am looking into using this feature so the users can stay in CU more than Gmail to get things done. First off, go to Settings > Notifications and clear up the settings. Maybe make sure you get an email with all new comments? The notification in CU (for Email) will get buried - the user has to be on top of clearing them. It would be cool to filter those! Next, adding the column Comments in the task list might help bring some visibility to comments (all, including email); I thought the little counter on that chat icon indicates an unread comment, but it is total comments. But you can click the icon to pull up the comment thread without having to open the task itself. That's nice! As for not knowing where the email was sent from (CU or Email), maybe the signature block isn't the same so you could tell? Maybe review SOPs with the team - all client email must be sent via CU. That way if you know you're looking for an email reply, you're simply going to the task regarding the email conversation to find it.
@@BettieJane Thanks for you reply. I was with you until you said "adding the column Comments in the task list might help bring some visibility to comments (all, including email)". Could you be more specific? What are you calling a "column comment"? Thanks!
Hey Michael! Just getting caught up on comments🙈
Oh no!
I would encourage first to ensure that the ClickApp is enabled for the Space where you want to receive email replies.
Sometimes this feature starts acting a little weird, and re-authenticating the email address in ClickUp can be a solution to what you're experiencing.
If knowing where your EA emails the client from is essential, I would encourage creating a unique template that both of you recognize to distinguish both. Alternatively, your EA could use a specific email address for ClickUp Emails.
For your notifications, what if you created a view specifically for tasks where you know you send and receive emails? Let's say this is a List view. You can show custom fields like "last comment" to preview some of the email text and show "last date updated" to see the time or date when any new activity occurred on the task.
There isn't a way to single out Email notifications in ClickUp yet, but all great ideas begin with a feature request in Canny: clickup.canny.io/
Feel free to create one and explain how you would like this to function!
Hi Layla.... well you helped me out a lot today with your video. hahahahah awesome channel... Thank you very much for the video....
So happy this was helpful to you! 😊
Layla, as FYI, there currently is a bug in ClickUp with the replies to messages not landing back in ClickUp. I filed this bug report more than six ago and still not fixed. In brief, messages send fine, and when the person you're emailing replies, the message is received by gmail, but does NOT post as a comment. When I inquired back to see about progress on the bug, they told me that it's not a priority bug for them but they will work on it. I was surprised it was not priority since I would imagine it affects many people. Is this feature still working for you?
That’s really odd!! No, I’m not experiencing this bug. 🤔
Could you clarify what happens when the client replies to the email (apart from what you showed)? Will a notification be sent out? To whom? In your video, it is obvious that (in threaded view) it ios rather easy to miss an incoming email, since it is quite hidden. So I would deem it important to understand how to make sure that we don't miss those replies. Do I need to set up an automation or what?
When a reply is made it shows up in 3 places:
1 - in your email inbox just like any other email.
2 - in CU notifications (“New Email” notifications work just like new comments.)
3 - on the actual threaded Task Comments.
@@LaylaPomper OK, thanks for clarifying. So if these three things are not enough to make sure I don't miss a reply, what strategy would you recommend?
@@LaylaPomper What happens when a task is completed, or do you have to keep the task open?
Hi! I tred the email automation but when I reply as the client the email doesn't ref;etc in my click up. Should I wait for a while? Or is this instant?
Hey Krista! Just getting caught up on comments🙈
Interesting!
I would encourage you to double-check that the ClickApp settings that posted threaded replies are enabled and available in the Space where the task is located.
Another thing to note is that the client must reply to the email sent from the ClickUp Task first. If this is done correctly, the client response should populate in the task where the received email originated.
If this is still not working, I recommend reaching out to ClickUp Support so they can further investigate the issue.
I hope this helps!
You are soooo dope! Love your channel and what you teach! Thank you
Aw, thanks! I really appreciate you commenting to say so!!
Such a good video! I love this feature so much. I can block myself out of Gmail to stay focused but still send client emails as needed 😁
You can do it!! 🙌🙌
Are there ways to create automations for the emails? Ie, when a client sends a request, an automated email gets sent back saying "we;ve received your request... blah blah blah"
Yes! I've actually been trying to do it and it is possible from a list. Click on the robot next to a list, then + Add automation. Scroll down on the left menu, and under Integrations, you should find Email. In our case, you might be looking for a "when task created, send email". The automation supports dynamic fields, so your automatic replies can have the task name, name of the person who made the request, etc.
^ Precisely! Just last week or so email automations were launched. ☺️
Helpful!
🥳
Good stuff.
Glad to hear it!
Very helpfull 👍🏻
So glad it helped you Ahmed! :)
👍
You're content is definitely great and I was very excited but with all due respect, it's very disappointing to see you have to include pronouns in your signature as if it were not obvious. Neglecting science and obeying woke ideology leads to these unnecessary choices to satisfy the needs and opinions of a select few 🙄. I wonder if this comment will get deleted 😏. Facts over opinions, God bless you in Jesus name 🙏!
I'm glad you enjoy the content!
As for pronouns, I'm happy to embrace any practices that will help my employees and collaborators enjoy the process of daily work. Clarifying pronouns is just an additional step to avoid assumptions that make work awkward and unpleasant. For an introverted geek like me, human interaction is awkward enough as it is. Ha!
It doesn't need to be a choice you make in your business or your TH-cam Channel, but it's one I'll continue to make in mine. Cheers!