ClickUp Task Email Explained
Video
ClickUp can send email from inside a task, so the client conversation stays with the work it belongs to. How to connect an email account, send from a task and keep client replies threaded on the same task.
Chapters
Keep the conversation on the task
When client email sits in someone's mailbox, a teammate who picks up the task cannot see what was already discussed. Sending from the task keeps the conversation in the task's Activity, next to the work.
Connecting an email account
In Workspace Settings, Email Integration lists the connected accounts. Add walks through connecting an account, and each connected account can then send email from within tasks.
Sending from a task
In the task's Activity panel, switch from Comment to Email. Pick the sending account in From, add the recipient in To, write the subject and message, attach a file if needed and send. The recipient receives an ordinary email in their inbox.
Replies stay on the task
The sent email appears in Activity. With threaded replies turned on, the client's response arrives on the same task, threaded under the original email. Connect a company address rather than a personal one, so client conversations come from your work account.
