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To add a new Team to the add-in, click the + icon next to Teams. To see your Teams, or switch to a different one, click the avatar in the upper-left corner of the add-in. During the authorization process, a popup lists all specific permissions requested.

The permissions requested by ClickUp are tailored to the specific organization you are in. If your version of Outlook requires a URL, enter. You can select as many teams as you want.

By clicking Add, you agree to the add-in’s license terms and privacy policy.

Search for ClickUp for Outlook in the Add-In Store. menu next to the Reply and Forward buttons. Web users can find the Get Add-Ins option in the ellipsis. Select Store or Get Add-Ins from the top bar. This includes Exchange 2010 and Exchange 2007.Ĭheck out these support articles from Microsoft that will help you identify which version you are using:ĭetermine the version of Outlook you have.ĭetermine the version of the Microsoft Exchange Server your account connects to. Microsoft Exchange Servers older than 2013. This includes Outlook 2010 and Outlook for Mac 2011. The following versions of Outlook are not compatible with the ClickUp add-in: If you are using a POP3 or IMAP server, you will be unable to use any add-ins.

Microsoft has limited add-ins in Microsoft 365 to only work with and Microsoft Exchange email servers. The following versions of Outlook are compatible with the ClickUp add-in: This integration will not work with shared inboxes. Guests with edit or full permissions can use the Outlook integration to create tasks in Folders and Lists that have been shared with them. The Outlook integration is available on every ClickUp Plan.

You can also connect your email to ClickUp so you can send and receive email communications within a task thread! What you'll need The Outlook integration can be used to easily create tasks from emails, and attach email responses to tasks.