866
Email V2
planned
Zeb
An Inbox for your Email in ClickUp! You'll be able to see all of your emails and replace your email inbox with ClickUp. You'll also be able to quickly link and create tasks, docs, and more to emails.
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Karen Deutscher
Yes that would be great. Plus we would like to be able to group our contacts so we can select a group to email to....rather than add 3 client email addresses separately. eg Choose "Client Committee"
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Mateo Rameix
Also, HTML integration for composing emails would be so much welcome!
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Matt W
Hi Clickup, a quick comparison to Pipedrive's Email capabilities is one single reason I'm having a hard time moving to Clickup. The signatures do not come in the same way. It looks more automated-bot like coming from clickup and there's just more power to the email function outside of clickup. If Clickup can multi-email contacts, as well as enable better Rich-Text, I'd literally go 100% all in to clickup
Matt Ward, New Century Invesmtents
Brendan Wolfe
Merged in a post:
Email view
Danielle Munn
Please create a view that can capture all email correspondence in a list view. When we are working on web projects team members will send emails out to clients within different tasks, so it can be difficult to see what has been sent via email. An email view option in each list would be much easier to collate all emails in one neat view instead of scrolling through numerous tasks.
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D King
Hey Zeb and team,
I've corresponded with you about this, but wanted to put it here as well as requested...
1 additional feature:
1) a signature composer that has a word processing toolkit so I can render a good signature with multiple links (htmltotext websites have not worked - too gummy and they don't always render)
Fixing of 1 bug (might be an addition of a feature too)
2) unless you are emailing from a task with a custom field with the contact's email, the "To" and "CC" pull from some dark unknown corner of my address book! Literally my coworkers' emails don't populate but someone who I emailed once two years ago pops up. So, we need to have the ability to manage the address book and proactively sync the database that is pulling from (i.e. google contacts or hubspot or outlook, or some other database)
Thanks!
Jeanette Korporaal
We need this to be a shared email system - info@, hello@ where emails are assigned to people and to tasks. The staff do not use their own emails just the shared email. PLEASE!!
Eric W.
Phil Thompson
I've set up several email templates for use as tasks are completed, but we need to see if/when those were sent from a higher level. Drilling down to the specific task is inefficient. Basically, we need a master inbox & sent box which can be sorted or filtered by space, folder, list, task, subject, recipient, sender, or date.
Patrick Mast
Super important! 🤩
G
Geoffrey Scott
Zeb We think we're going to purchase an email workflow software because we need something soon. We don't want to do that if ClickUp plans to build his out in the next 8 months. What's your timeline?
Zeb
Geoffrey Scott: Can you please explain a bit more what you need out of email workflow software?
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Geoffrey Scott
Zeb: See attached picture. Essentially, we want a shared team email inbox married to workflows. We want to push new emails into a workflow (or ClickUp List), and we want notifications for replies to existing threads that are already in a workflow.
Must-have Functionality: Workflows(Statuses), Assignee's, Due Dates, Internal Comments, Reply Notifications, Sync all contacts from email account.
D
Daniel Koch
Geoffrey Scott: We need same solution. Great idea! Zeb How long do you think it would take?
Zeb
Geoffrey Scott: Thanks so much for the diagram! So essentially, you'd want our existing functionality, but the difference being that when a new email is sent to your email address, always create a task and attach that email there, is that correct?
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Geoffrey Scott
Zeb: To clarify:
ClickUp Email Inbox (see attached picture):
1. New emails = Appear in an inbox and with the options 'Create Task in List', 'Merge with Task', or 'Archive' functions.
2. Email replies centralized = Currently, to know if someone responded, we have to open each task. Create a 'replies' section in the inbox where we can open the task the email thread is linked to.
Contacts:
1. All email contacts imported to ClickUp (currently, only some appear, and it's too cumbersome to go find contacts, then type out the address manually.
For us, those two things, Inbox and Import Contacts, would allow us to adopt the Email ClickApp for nearly all emails. Thoughts? I would love this to be in ClickUp.
J
Jeremy Solomon
Geoffrey Scott: Zeb Our ticketing software contract is up in December. If Clickup has this functionality by end of year, we could move our entire company into clickup and ditch our ticketing software.
Jeanette Korporaal
Geoffrey Scott: yes we want this too!!
D
D King
Geoffrey Scott: Yes yes yes
Garrett Munroe
Zeb: Please replicate the functionality of Help Scout.
Eric W.
Garrett Munroe: Thanks for the feedback! We'll definitely look into it!
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