ClickUp Task to Mail Drop Automation
Did you know that many personal productivity systems offer a way to create tasks via email (sometimes called a "mail drop")? These include OmniFocus (a favorite of ours), Todoist, Asana, ClickUp, Trello, MeisterTask, Microsoft To Do, and Things.
Let us set it up for you in your Coaching Development Plan. In a snap, you've saved yourself the work of capturing that work into your trusted system.
It's like having your homework hand delivered to your house.
Have you experienced any of these as part of your coaching experience?
- Searching through your Coaching Development Plan in ClickUp to check on the work you need to do between our coaching sessions
- Missing out on doing your integral development work as a result of forgetting to add it to your trusted system
- Getting tired of having to copy/paste tasks between ClickUp and your trusted system
Start choosing automation over administration with your coaching development work.
Administration—the manual tasks we take to ensure we are set up to get our work done—is not work that many people tend to enjoy. It can be easy to ignore when we have the option to do more fun and interesting things. It's also prone to error.
Automation, on the other hand, can take care of our administration for us and give us more time to do the stuff that makes meaning and matters to us.
Details
Automation that's yours to customize
After purchase, you'll receive:
- Electronic confirmation of your order
- Step-by-step instructions on usage
- A test task added to your Coaching Development Plan assigned to you and tagged to confirm the automation is working
What You Get
- Automation set-up in ClickUp to send tagged tasks to an email of your choice
- (Optional) Automation to auto-tag all tasks assigned to you for totally hands-free management.
*Requires a mail-drop compatible productivity system, not included
Here's what we'll do to get started:
- You give us the name of your productivity system and preferred email mail-drop address.
- We'll set up an automation to mail-drop any task assigned to you and tagged with your trusted system name into that system.
- Done.
Easy steps to use
- You tag the tasks to get them into your system (unless you choose the option to auto-tag tasks assigned to you).
- Plan and manage your tasks within your trusted system and calendar, as you already do.
- As you make progress you want to share with your coach, click the link back to the original Coaching Development Plan task in ClickUp to update the status.
Quick Answers
What's our vision?
Make the conscious work of capturing your development work obsolete.
Will I need to upgrade my ClickUp tier?
No, this is available for all tiers of ClickUp.
How fast is it?
This integration is near instantaneous.
ClickUp automations initiate within a few seconds of conditions matching. Email delivery to your trusted system provider varies, as does sync to local devices.