Sergio Sapuppo
We are a system integrator actively using ClickUp as our primary project and task management platform. A significant part of our daily workflow involves handling client requests received via email — making the Outlook add-on a key touchpoint for our team.
After hands-on use, we have identified a set of enhancements that would substantially improve the add-on's usability for support and service-oriented teams. All five points relate to the same workflow: creating a task directly from an email in Outlook.
  1. Default Assignee
The add-on does not pre-populate the assignee field with the logged-in user. Each time a task is created, the user must manually select themselves. A default assignee option — at least defaulting to the authenticated user — would reduce friction on every single task creation.
  1. Start Date and Start Time
The add-on currently allows setting only a due date and due time. For teams that schedule tasks on a calendar and need to define work blocks, the ability to also set a start date and start time is essential.
  1. Custom Fields Visibility and Required Fields
When selecting a destination list, the add-on does not surface the list's custom fields. For our team, fields such as client company name and activity type (e.g., bug, feature request) are mandatory for every task — and are in fact configured as required fields at the list level in ClickUp. Having to open ClickUp separately to fill these fields after creation breaks the efficiency the add-on is meant to provide. We would greatly benefit from custom fields — at least dropdown and text types — being accessible directly in the add-on upon list selection, with required fields clearly enforced.
  1. Calendar Placement Based on Due Time
When a due time is set (e.g., 4:00 PM), ClickUp automatically places the task on the calendar with a fabricated start time one hour earlier (e.g., 3:00 PM – 4:00 PM). Since no start time was defined, this default behavior forces users to manually correct the start time after the fact. We would suggest either leaving the start time blank until explicitly set, or prompting the user to define it during task creation.
  1. Microsoft Teams Call Integration
For teams that rely on Microsoft Teams for client communication, it would be highly valuable to have the option to attach or schedule a Teams call directly from the add-on during task creation — particularly relevant when the incoming email requires a follow-up call.
Taken together, these enhancements would allow our team to complete the full task setup — assignee, timing, classification, and follow-up action — without ever leaving Outlook. This would represent a meaningful step forward for service and support workflows built around email.