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...
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.
@@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).
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 :)
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 😊
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!!
@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..
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.
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.
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!
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)
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 😫
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.
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.
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.
Thanks for watching! 🙏Well, I do have some older videos that go over some of your email signature questions-- hopefully they help! ruclips.net/video/Ml9G7vvCHHA/видео.html ruclips.net/video/_xkFps8g_og/видео.html
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 :)
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!
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.
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.
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! :)
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?
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
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
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.)
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?
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?
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!
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
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!
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
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
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
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.
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
HELP! I set this up Email to Task- first three came in great! I changed my task status and then Client said he sent tons of emails over- now they aren't coming in anymore. Where are they going? I can guess my email string changed when I changed my status maybe but how do I find these emails? I can only see the originals that came overl
Hey Tiffany! Just getting caught up on comments🙈 Great question! Changing the status of the task should not impact the task email. Do you know if the replies are being threaded into the comments? Is this setting enabled in the Email ClickApp settings? If not, I recommend checking to see if the task email was reset. If the replies are still not found, I recommend re-authenticating your email address in ClickUp. If the issue persists, please reach out to ClickUp Support.
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
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?
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.
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
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.
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...
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.
Thank you so much! Love this feature in ClickUp and will definitely be using it.
Glad it was helpful!
Mind sufficiently blown. I WILL utilize this in the near future. Thanks for pointing to it!
Absolutely! ☺️
Yes…. I had no idea I could do this! I can’t wait to try it.
Can't wait to see what you do with it!
Thank you, exactly what I was looking for!
I'm so glad this was helpful!
@@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).
I hope your channel blows up with more subscribers! Love the tutorials as always!
Thank you for your support!
Keep the nice work
Thank you! Will do :)
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 :)
You found it at just the right time. I'm glad it was helpful!
this is brilliant
Thank you!
Awesome video
Thank you so much!
Great tutorial Thank you much
Glad it was helpful!
Great tutorial, thanks
Glad it was helpful!
You're my ClickUp Hero! Heroine? That sounds weird ... Champion!
Aw thank you! 🥰 Happy to help!
GREAT VIDEO! Can't wait to get this setup ..working on it now.
So glad this was helpful to you!
Great video!!!
Glad you liked it!
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 😊
So happy to help Fran! ☺️
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!!
You're very welcome! I'm happy to help, Adam. :)
@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..
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.
Hey Gordon! I love the system you've set up! Can't wait to hear how it's going :)
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.
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!
Layla! I hope you know this - you're brilliant!!!
Excellent explanation and very helpful, after having tried a myriad of automations....))
I'm so happy this was helpful to you!
Layla! you are the best! I am really learning a lot with your content.
I appreciate that! I'm so glad you are finding it helpful!
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)
I appreciate you! 🫡
yet another fantastic video. emails into CU, super helpful.
Thank you so much! Glad that it was helpful!
This is really helpful. Thank you
Glad it was helpful!
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 😫
Excited to hear how it works for you! You've got this!
Very useful. Saves me time to try to figure this out by myself.
Great to hear!
Thank you. Your video really helped.
Glad to hear it!
Awesome tips!
Happy to help! ☺️
This is great :-) Thank you so much Layla!
You're so welcome! Glad it helped!
Great stuff Layla! Thank you1
My pleasure!! Glad you liked it!
Tremenda info. Muchas gracias Layla!
De nada, Ariel!
I was exactly looking for this feature. Thanks a lot for the sharing and your explanations :)
Oh so happy to help!
This video is God sent.
So glad it helped! 🙂
Thank for this! So helpful! I've been looking how to do something like this for a long time! Such a lifesaver!
Right?! Once you discover this feature, it's hard to go back. Definitely doesn't get enough press!
This is brilliant
Hey! Just getting caught up on comments🙈
Thank you so much!
thanks for this great video!
Glad you liked it, Nelson!
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.
That’s a great use case!
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.
🤣 I’m glad it’s coming through!
Great video about a really helpful feature, thank you!
Glad you enjoyed it!
Love this!! I knew it was a feature but this video sparked some juicy ideas 💡🤩
Any favorites you want to share? For me, newsletters and client communications are always top of the list of possibilities!
Thank you Layla
You’re welcome 😊
Thank you, great info.
Glad it was helpful!
This is fantastic - thank you for this.
Great content.
Thanks! ☺️
Hey Layla, thanks for a clear and engaging video. Very helpful! Have a great day 😁
Thank you! You too! 😊
Thanks
Happy to help!
thanks for the content!
Always happy to help!! 😊
Great video
Hey! Just getting caught up on comments🙈
I'm so glad this helped!
Amazing!!
Thanks!!
You seem like so much fun haha always making me laugh
😆 Happy to help, Cassidy!
Thank You! This was very helpful!
I'm so happy to hear that! 😁
Thank you so much for all of these great videos:)
Aw shucks, you're very welcome! Thanks for watching! 🙏
Thanks for this valuable info!
Happy to help!
Great video, I didn't know this feature existed!
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.
Hey Diego! Just getting caught up on comments🙈
I'm so glad this helped!
Thanks! This looks good. I want to try it out
I'm so glad this video helped you, J!
Great information! Thanks for your hard work.
So glad to hear it! Thanks so much for commenting, too! ☺️🙏
SO so helpful!
I'm so glad to hear this Erin!! :)
Amazing tutorial!
Glad you think so! 🥰
Thanks a Lot Layla!
Hey Leonardo! Just getting caught up on comments! 🙈
I'm so glad this helped!
Great video, very helpful!
So happy to help! ☺️
Very useful
Glad to hear that
Great content, as usual!
Hey Carlos! Just getting caught up on comments! 🙈
I'm so glad this helped!
Enjoying your videos. Thank you. Random question. How did you make your email signature? With icons on left. Are they clickable?
Thanks for watching! 🙏Well, I do have some older videos that go over some of your email signature questions-- hopefully they help!
ruclips.net/video/Ml9G7vvCHHA/видео.html
ruclips.net/video/_xkFps8g_og/видео.html
Definitely helpful, thanks
Hey Randi! Just getting caught up on comments🙈
I'm so glad this helped!
Another helpful video! Thank You
Oh Chris I'm so glad to hear this! Thanks for commenting!! :)
super helpful!
Hey! Just getting caught up on comments! 🙈
I'm so glad this helped!
Great info. Thank you.
Happy to help!
so amazing!
Happy to help! :D
Great content!
Aw, thank you so much!
Thank you 🙏😍🏆
🙌🙌🙌
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 :)
Wow...looks helpful..can the same be done for outlook- todo?
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!
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.
When it comes to a single thread, our team utilizes Missive. ruclips.net/video/KjOl6LzNEHE/видео.html
Thank you@@LaylaPomper! so there is no way to do it in Clickup?
Great video. Is there any way to manage email thread in single ticket?
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.
tnx
Hey Joyse! I'm happy to help :)
Who downvotes these vids, really? Lmao.
Ty for the guide :)
🤣 Just so happy to help!
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
Thanks for this! Is there a way to have emails forwarded to a specific status within a List?
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! :)
hi Layla
can you create a subtask via email?
thank you, love your videos :)
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
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?
Very helpful feature. Thank you. Layla for this video.
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
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
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.)
Microsoft has a Clickup Add-In that allows you to create a task in Clickup directly from Outlook. Can the same be done with Gmail?
Yes! That Add-On is much like the Chrome Extension and Gmail tool. ☺️
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?
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. 🤔
@@LaylaPomper understood. thanks
I can never get the tags to work.Can you do a video on how to attach the tags to the forward?
Hey JT! Just getting caught up on comments🙈
I'll add this to our Content Ideas list!
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?
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!
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
Do the red line breaks in your RUclips video for each topic happen automatically by YT or do you have to insert them?
We add the chapters so it’s easier for you to skim ☺️
Thanks, although click up has changed so I am a bit confused
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!
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
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
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
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.
Can you send the email to a task so it becomes a SUBTASK or an ATTACHMENT?
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
HELP! I set this up Email to Task- first three came in great! I changed my task status and then Client said he sent tons of emails over- now they aren't coming in anymore. Where are they going? I can guess my email string changed when I changed my status maybe but how do I find these emails? I can only see the originals that came overl
Hey Tiffany! Just getting caught up on comments🙈
Great question!
Changing the status of the task should not impact the task email.
Do you know if the replies are being threaded into the comments? Is this setting enabled in the Email ClickApp settings?
If not, I recommend checking to see if the task email was reset. If the replies are still not found, I recommend re-authenticating your email address in ClickUp. If the issue persists, please reach out to ClickUp Support.
Can I kick off a ClickUp Automation base on a task created by an inbound email?
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
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?
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.
is there anyway to get rid of all the ugly signature muck from those emails?
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
Hi, non-English text is broken when converting an email to a task. Is it possible to fix this?
Unfortunately, I don’t know if a good fix for this. I would contact ClickUp’s support! 🤓
@@LaylaPomper thank you do much :)
👍
This is probably on the gsuite side, but i have one particular account that wont accept the task email as a legitimate email
That’s strange. Have you tried manually entering it as a Contact?
@@LaylaPomper It finally just accepted it, very strange.
How do you just create a link to the specific email?
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.