How to add ClickUp for Outlook – step by step

Jun 6, 2025 | Guide

If you use Outlook and work with the ClickUp tool, you’ll definitely be interested in integrating these two applications. Thanks to the ClickUp for Outlook add-in, you can quickly turn emails into tasks, add them to existing projects, and streamline message management within your workflow. In this article, we’ll show you step by step how to install and set up this integration.

🔔 Note:
The ClickUp for Outlook add-in only works with @outlook.com email accounts or business Microsoft accounts. It will not work if you use, for example, a Gmail account connected to the Outlook app.

Installing ClickUp for Outlook

 
1. Log in to the Outlook app The first step is to launch the Outlook app (desktop or browser version) and sign in to your Outlook account.
 
2. Open any email
It doesn’t have to be a specific message — the point is just to activate the add-ins panel.
 
3. Click the add-ins icon
In the upper-right corner (within the message interface), you’ll find a blue square icon with four circles.

❗ If you don’t see this icon:
* Make sure you’re using an Outlook account, not an external one (e.g., Gmail).
* Check if you’re not in reply mode. If you are, click “Discard” to return to normal email view.

 
4. Click “Add apps”
You will now see a window that gives you access to the Outlook add-ins store.


 
5. Search for “ClickUp for Outlook”
Type the name into the search bar and select the appropriate application.

Connecting Outlook with ClickUp

 
6. Click “Add” The add-in will be automatically added to your Outlook.
7. Open an email and select the ClickUp icon
After installation, open any email again and click the add-ins icon. Select ClickUp from the list.


 
8. Sign in to your ClickUp account
A login panel will appear on the right side of the screen. Click Login and sign in to your ClickUp account.

If you have more than one workspace (e.g., personal and business), the app will ask which one you want to integrate with Outlook.

You’ll see a screen like this after logging in:

What can you do with an email after integration?

Once your accounts are connected, the ClickUp for Outlook app offers two main features:
 
9. Attach to task

  • Select the space, folder, and list.
  • Then choose the specific task you want to attach the email to.
  • After confirmation, an HTML file with the email content will appear in the task.
  • You can save this path as a favorite to speed up the process in the future.


 
10. Create New Task

  • The add-in allows you to create a brand new task from the email message.
  • You can set the title, description, due date, assignees, and an HTML file with the email content will be included as an attachment.

Summary

Integration with Outlook is a great solution for anyone who wants to combine task organization in ClickUp with important information from emails. With this add-in, you can easily turn emails into tasks, organize them, and assign them to the right people — all without leaving the Outlook app.

 

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