Outline - Email in ClickUp Made Easy | The ClickUp Shop

Email in ClickUp Made Easy for Bookkeepers

Email in ClickUp Made Easy

Welcome!

Step 1: Get Started with Email in ClickUp

Getting Started with Email in ClickUp

Adding Email to Your ClickUp Hierarchy

Using the Email Custom Field

Designing an Email Signature

Step 2 (Optional): Create Email Templates

10 Rules for Writing Response-Worthy Emails

3 Email Templates for Managing Client Work

Step 3: Send and Receive Emails in ClickUp

Sending Email in ClickUp

Receiving Email in ClickUp

Step 4 (Optional): Automate Your Emails

Using Status Automations

Using Due Dates Automations

Step 5: Add Additional Email Features

Creating Tasks from Your Email

Using the Google Chrome Extension

Integrating ClickUp and Outlook

Course Wrap Up

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Additional Resources