Thank you for posting this. I've been taking a look at ClickUp this week to see if it could potentially be a viable option for business and/or transaction management
My pleasure! I'll be posting more as questions come in, so feel free to submit your requests! I'm still quite new, but if you'd like to join the "ClickUp for TCs" Facebook group, I'll be sharing my own progress there as well 🤓 I hope to see you around!
Hey, do you know why the receiver does not get the email in the format you shared in Gmail and instead it shows: "Click up new comment" s there any configuration that I should do differently?
Can you add merge fields into a manually sent email? I'm trying to type emails from Clickup manually and would like to insert some task fields using merge fields. I can't find a way to do this. There are lots of options using the "/" character, but can't find any merge fields. I'm also trying to save templates with merge fields and can't find this option there either. Thank you
Sadly, they missed the mark here... there's no way to add merge fields to emails or templates 🤦🏽♀️ If you're not too deep into your ClickUp setup, check out SmartSuite! I moved my entire setup to SS last year, and it's been a dream!
@@TCOptimize I am currently on trial and really need this working in email templates. What's a point of having an email template if I still need to remember and type in the information
Hi! I'm starting and stopping while watching this, thank you!! Are you status fields (Prospect, Active, etc) input as lists or folders? I know what I need on mine, but I'm stumbling and deleting a good bit trying to figure out the structure and layout.
Just noticing this comment! For your situation (using it for transaction management) you may want the status fields be active/pending/closed/terminated. Or, you could have the statuses be the stage you're in. I personally have a new contract, inspection period, pending, closing prep, and post closing stage. You could then utilize the folders as active/pending/closed/terminated. It really depends on how you'd like to see the information! I'll be doing a hierarchy video soon with the different possibilities!
Yes! Your automation will look like this: WHEN Task Created AND if assignee is any of "you" THEN set custom field "email" to "YOUR EMAIL ADDRESS". When you send the email, put in the subject line, and voila! You'll want to do this for each of your team members. But for the code, you'll want to put . I hope this helps!
hey thanks for the response. Ideal would be if it was possible to send a response to an external creator that isnt an clickup user. I guess there is no way to send an automated email to a non clickup user sender inside of clickup. every attempt i've tried, clickbot just sets my user email as creator email :(
@@bryanwirth6378 oohhh, gotcha! Yeah, there's not a way that I know to automate that 😬 the sender's email does appear in the description when a task is created via email (as you probably already know), but those 5-10 clicks do rack up 😕
You just did half of the work. Your product managers forget adding custom fields for e-mail templates or sending e-mails from the comment section of the tasks. Very unfortunate to forget such a simple feature and reduce the value of your e-mail integration.
I TOTALLY agree! ClickUp messed up there. Check out SmartSuite! You will NOT be disappointed. I migrated to it last year and it was the best business decision I made.
