Utilize Custom Fields when sending Email from ClickUp
Jake Spirek
Thank you for this great new feature. I think there is a ton of potential for future versions!
I'll get the ball rolling on some improvement requests:
Use Custom Fields with templates and placeholders
To get the most benefit out of this feature, we really need to leverage the fields from the task including Task Name, Description, Custom Fields, etc.
If we could make templates with placeholders for those fields, this would be a complete game changer!
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Carlos Birdsong
I wish I had found this thread before committing for a year. If it's not in the roadmap to implement, just say so and we can all move on.
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Robbie Poe
This has been requested for the last 5 years. Please make this a priority.
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James Beylotte
If we could populate email content with custom field data, we could use ClickUp to manage all our Purchase orders, better than our curernt solution in our accounting system.
Danielle Moore
Absolutely would change the game to have this! We currently have templates for emailing from our finance department to our clients. We have fields in the task that could easily be used to make sending these templates a breeze.
Mickey Preisach
Can we have dynamic field tokens that can be added to an email template? this was already implemented via automation but not manually when sending an email from a task (not via utomation)automationutomationCIA
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Corey Smith
Being able to send the output of the formula field in an email automation would be amazing!
Vahhab Emami
We can use custom fields in email automation, but they are missing in templates used very frequently. Please prioritize adding this feature.
Diana C
This would be really helpful! Hope CU can add this very very soon!
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Shreyansh Jain
This would be really helpful specially with automated forwarding to add and update task fields in a list.
I have an In-Tray list which I use to capture everything from my life and around the web to get it processed but the main problem is that I have to assign my custom fields manually for each task and email which becomes quite tedious after a while.
Thus this feature will lessen quite a lot of my workload and help me to get to the important stuff rather than being stuck to process my in-trays for majority of my time.
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Haidan Smith
Really need this
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