📬 Email FROM ClickUp Tutorial | Field Service Use Case

👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 | Sending emails directly from ClickUp to clients and non-ClickUp users just got way easier! ClickUp's Newest Email Feature has replaced the other, not-so-great, previous options we had as a workaround for getting information from ClickUp to clients and teams outside of ClickUp - and although it's still in its Beta version as of this recording, we're so excited to share it's usability with you already. In this video, I'll dive into how to apply ClickUp's new Email Feature to your Workspace - allowing you to directly communicate with clients in a threaded format, even if they're not inside ClickUp. UPDATE: Since the time of this recording ClickUp DID release email automation features. The automated emails do allow for dynamic fields, but templates still do NOT allow dynamic fields. 🔗 Want to try ClickUp for yourself? Support our work by using our affiliate link: https://processdriven.co/clickup?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 🔗 Learn the ClickUp essentials in less than 1 day: https://processdriven.co/services/mini/?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 In this video we'll cover: 00:30 - Email from ClickUp is a Beta Version 00:57 - Hi, I'm Layla, ClickUp Consultant 01:16 - How to set up the new ClickUp Email Feature 01:35 - What are ClickApps? 02:10 - Threaded replies vs. new comments in ClickUp 02:40 - How to send an email directly from ClickUp 03:16 - Linking your outgoing email address 03:51 - Giving your team access 04:57 - Adding a signature 05:22 - Creating email templates in ClickUp 06:29 - Replying to an email vs. internal comments 07:00 - Example application: Creating service requests 09:15 - Viewing the email from the client's perspective 11:15 - Sending emails IN to ClickUp 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/info?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/smartsuite?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/mini?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217 / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_source=yt&utm_medium=organic&utm_campaign=mg-&utm_content=20210217