Include sender email address when emailing in a task
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Sophia Kaminski
From support ticket: I can't find the sender email address in a task created via email. I can find the name of the sender but not the email address. I would like to see this information included
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Wiel Crolla
imo this function is not complete...yet. It does include the email address but not in the context where it should be. It should fill the EMAIL field to use it with automation email.
As a workaround you can (i have) create another automation when custom field (EMAIL) changes and the condition is TRUE (Status is New) then send email in EMAIL.
With this you can copy paste (or fill manually) the email address from created by to email column, to send the automation email you had in mind for the Status.
Then to make this automation one step further it would be great to be able to create an automation When Task Created or Custom field Changed when the Status is New then Send EMAIL.. just to make sure you have the automation email.. with 2 you can make mistakes when you need/want to change the content.
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Wiel Crolla
How about forwarding an e-mail as a new task? it take me as the creator and not the original sender...
Julian Pustkuchen
Wiel Crolla: Sadly only solvable by a real E-Mail inbox in ClickUp or Drag & Drop solution, there are Feature Requests for that, please vote them.
The only thing CU could do without larger efforrt would be to check for reply-to header and set that when forwarding an e-mail.
Eric Wightman
complete
We've now added the ability to see who created a task or comment via email!
Quickly identify the email address used when creating tasks with email - just show the Created by field in a List or Table view, or simply hover over the Created field in task view!
You'll also be able to identify the sender for any new comments added to a task via email! Best of all, ClickUp will recognize when an email matches a member of your Workspace.
Once you know who your sender is, use our Email ClickApp to send and receive emails directly in tasks!
Check out these help docs for more information:
Carlos Villar
Eric Wightman: Super perfect !! only one more thing this "Creator Email" in automation you can not use it to send an automated email because you can only select in Subject not in From
Carlos Villar
You can only use here. It would be nice to get in in the TO to send an email typical "your email will be processed by our team..."
Julian Pustkuchen
Eric Wightman: SO GREAT!! This was the last big blocker for us :) Thank you and you team so much! Very very very happy to see this working completely now! :)
As Carlos Villar wrote, a follow-up should definitely be the option to use variables for E-Mail Automations TO / CC / BCC to finally make ClickUp perfectly usable as #1 flexible Ticket-System.
I created a general feature request for that now, which we can vote on. Perhaps Eric Wightman can have a look with the team and try to create an auto-reply to incoming mails to ClickUp "Thank you - we're working on this...". We're all very close to that, but it's blocked here. The feature request shows what would be needed here. "Little" improvement, but huge benefit! ;) ;)
Do you agree?
See and vote:
Furthermore, I think for many people it might be relevant to include the Task context (Task Description and E-Mail History) in the E-Mail Replies so that the recipient knows what the Conversation is about:
Julian Pustkuchen
Eric Wightman: Hi Eric,
just one question, as I'm not sure if it would be good to understand, if created as separate feature request:
When using the new feature and replying to an email received in ClickUp, the E-Mail Reply's Subject field is completely empty, see Screenshot.
Wouldn't it make VERY much sense to fill it with Re: [Issue Title]? That would also match the Conversation pattern in the E-Mail Software of the sender.
Otherwise in this case you always have to type in something, or you may even forget it and the E-Mail is sent without subject (Junk danger!). This just happened to me several times.
Could you discuss that in your team as follow-up? I think best would be if you'd try it yourself to see the relevance of this problem.
Thank you!
Eric Wightman
Julian Pustkuchen: Good idea! Did you make another request for this? If not, make that and share it with me so I can bring it up!
Julian Pustkuchen
Eric Wightman: Good morning :) Not yet, but upon your request I did: https://clickup.canny.io/feature-requests/p/reply-by-e-mail-prefill-subject-with-re-task-title
It would be very very helpful, if these follow-ups could also be fixed to make it fun and fast to use the wonderful new features! :)
Thanks a lot in advance!
Julian Pustkuchen
Eric Wightman: Sorry to disturb one last time, could you confirm the Re: <Task title> thing is in progress? Today we again had several mails going out from our team where the Subject was forgotten due to this ux bug and the mails were filtered out by spam protection... If possible, this would be a really quick and important fix. If that's a problem, please at least make subject a required field so that people don't send E-Mails without subject anymore.
Did you also have a look at the both other follow-ups above?
Eric Wightman
Hey Julian Pustkuchen! Appreciate your follow ups! Just to provide transparency, we likely aren't making improvements to this feature for the time being as we have other features in the pipeline that would need to get out first. I'll definitely bring this up to the team though as I agree your ideas are awesome!
Julian Pustkuchen
Eric Wightman: Thank you for being that transparent and fair. Of course I understand!
But please also note that the mentioned points are very frustrating. Perhaps you can agree that they are not nice-to-have features, but at least the empty Subject line, which isn't even marked as required, is a real problem when using the E-Mail function several times a day. Being forced to have a human auto-replier, as no Automation is possible due to the other issue, lso isn't the ClickUp way, also. ;)
I'll shut up now and hope the message was heard as you're very very close to a really great solution here. :)
If you have a look at this ticket, it shows how much demand is for a solution which these points would at least allow a workaround until the big picture is solved :)
Thank you @ClickUp Team, you're wonderful!
Julian Pustkuchen
One more thing: To make this "perfect" it would make sense to also detect a "reply-to" header!
This might for example be helpful in cases where the email was forwarded or created by a Webform (e.g. Service Center) which sends the mails, but reply should go to the entered customer email address.
michi
any news here? it would be really important to be able to pick up the "from" field. preferably straight into the "to" field when replying to a comment
Julian Pustkuchen
Sophia Kaminski as this is more a bug than a feature and doesn't make much sense to use the email functionality without being able to access /user the sender address, could ClickUp perhaps increase importance / put focus on this?
Dani Robinson
With this and automation we would be able to create a Customer support ticket system, Clickup it would be a IT ticket system "killer" please do this asap!!!!
Nick Hemmert
I would just add the need for the rest of the Header information
Timestamp
CC
BCC
Julian Pustkuchen
reply-to , ... at least show it all in a collapsed area.
Brendan W
Merged in a post:
Add sender E-Mail to ticket
Christian Gewalt
We are using a list to manage our job applications. We are forwarding emails to the E-Mail for that list to automatically create tickets.
This is working beautifully but it would be really important to add the senders E-Mail to the ticket. This is currently missing.
JIRA automatically adds it to the description:
"E-Mail received from xxx@yyy.de: "
Carlos Villar
With this and automation we would be able to create a Customer support ticket system, Clickup it would be a IT ticket system "killer" please do this asap
Eric Wightman
Merged in a post:
Add "from" field for tasks created by email
A
Amir Bitton
Please add "from" field to tasks created by email
or add the sender email address to the task body.
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