Search

Connected Search

Connected Search transforms how teams work by breaking down silos, eliminating app-switching, and turning scattered data into actionable insights in real time.

Unify search across apps, leverage AI-powered relevance and personalization, enhance collaboration, and integrate your Workspace with existing tools.

Connected Search is an early preview release. Functionality and pricing may change as we continue to improve this feature.

Screenshot of the various app filters in Command Center.png

There are two types of Connected Search:

  • Personal Connected Search: Personal connections are only for you. You can search for all the files you have access to in the connected app, and no one else is able to search for files from your personal connections.
  • Workspace Connected Search: Enable all Workspace members to search for any file from the shared drives in the account you connect. If a document or folder is not in a shared drive, it won't be accessible in Workspace Connected Search and Ask AI.
    • Public files include all files with permissions set to anyone with this link, organization, or an equivalent permission level.
    • Files that have restricted access cannot be found by anyone using Connected Search in ClickUp.

What you'll need

Personal Connected Search

Connect other apps to include them in your ClickUp search results. Search results from the other apps will only be visible to you.

You can search for all the files you have access to in the connected app, and no one else is able to search for files from your personal connections.

Personal Connected Search is available for the following apps:

Workspace Connected Search

Connect other apps to include them in ClickUp search results for everyone in your Workspace.

Workspace Connected Search allows all Workspace members to search for public files from the connected account. Private files are not searchable. Currently, only files available to everyone in the connected integration can be searched. If an file is restricted to a specific group of users, it won't be accessible through Workspace Connected Search.

Workspace Connected Search is available for the following apps:

  • Box
  • Dropbox
  • Google Drive
  • Figma
  • Confluence
  • GitHub
  • Jira
  • Slack
  • SharePoint
  • OneDrive

Enable the Connected Search ClickApp

A Workspace owner or admin must enable the Connected Search ClickApp for your Workspace:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Apps and choose ClickApps.
  3. Search for and enable Connected Search.

Enable Connected Search

After the ClickApp is enabled and your integrations are connected, you can individually enable Connected Search for each integrated app.

From the App Center:

  1. Search for and select the integration .
  2. Click the Personal or Workspace tab.
  3. Click the toggle next to Personal Connected Search or Workspace Connected Search.
  4. Next to your Workspace connection, click Save.
  5. The integration's files will display when searching your Workspace.

Filter search results by app

After you've set up Connected Search, you can pin or unpin these apps to your Command Center to quickly filter results by app.

When apps are connected from the Command Center, they are automatically pinned.

To pin a Connected Search app from Command Center:

  1. Under the search bar, click Apps.
  2. Hover over the app and click the pin icon.

Use ClickUp AI with Connected Search

Get real-time answers about work in external apps and your Workspace with Connected AI.

Ask AI to search a Google Sheet to find which potential customers attended your last event. Or, to ask GitHub which commits are connected to a task.

You can ask AI about the following apps:

  • Google Drive
  • GitHub
  • Confluence
  • Figma
  • Slack
  • Jira
  • Salesforce
  • Dropbox
  • Box

Connected Search security

Learn about Connected Search data management and security.

Data management and user access

Connected search respects existing permissions for connected applications. We enforce role-based controls to keep access current and consistent.

Additionally, you can choose what info is available to the people in your Workspace. These are the two types of connections:

  • Workspace connection: This connection must be set up by a Workspace owner or admin. With this connection, all users in the Workspace can search data in the connected apps via Connected Search and AI. Private data is not available via Connected Search and ClickUp AI with Workspace connections. 

    Not all connected search apps support this type of connection.

  • Private connection: This connection can be set up by anyone. All data that they have access to is searchable. No one else in the Workspace can use this connection.  

Security and privacy commitment

ClickUp is committed to providing a robust security and privacy program that safeguards data across its platform.

This includes strong security measures, ensuring compliance with industry standards, and continuously monitoring for potential threats.

To ensure security and data management, and to enable safe data sharing, ClickUp's AI-powered Connected Search implements the following protections:

Access permissions

  • Connection sharing options: The people in your Workspace can establish private personal connections. Admins can manage Workspace connections and share search content with everyone.
  • Role-based access: Connected searches can only reference indexed data the connected account can access. If the connected account cannot access the data in the connected system, the user or Workspace can't access it with ClickUp AI and Connected Search.
  • Workspace Connection data filtering: For Workspace connections, we add a step to automatically filter private files, even if the connected account has access. This filtering differs for each connected system, for example, Box file properties or Confluence group settings.
  • User role permissions: Private content inside ClickUp is inaccessible to unauthorized users via Search or ClickUp AI. The people in your Workspace can only access ClickUp content that has been shared with them when they use ClickUp AI or Search.
  • Sharing controls: ClickUp admins can further filter data directly within ClickUp through Connected Search configuration options. This filtering differs for each connected system, for example, Google Drive file properties, GitHub repos, location selectors, and Figma URLs.
  • Limit sharing: IT admins can further limit data access with Workspace Connections by utilizing service accounts. Service accounts are accounts created for the sole purpose of integration and are not used for work by any individual employee. Actual data access is fully managed by the connected system and not ClickUp. Individual users need to use their work accounts in each connected system to access Connected Search results.
  • Access syncing: Access and permission changes in a connected system are automatically updated in the data indexed.
  • OAuth authentication: Standardized logins when the third-party integration supports this method.
  • Enablement: Owners and admins can enable or disable the Connected Search ClickApp.

ClickUp AI privacy and security

Take a look at our article ClickUp AI models, privacy, and security to learn more about the specific measures we've implemented. 

Data security

Take a look at our Privacy and security article to learn more about the specific encryption and security measures we've implemented. 

Data retention

Indexed data is retained until the account is deleted or the third-party connection is removed.

What is a search index?

Indexing means that assets are ingested from connected integrations in an organized manner so it can be quickly and easily searched.

What is indexed for Connected Search?

  • ClickUp assets and objects. Assets include tasks, Docs, Whiteboards, Dashboards, Chat, Spaces, Folders, Lists, and attachments.
  • Third party integration objects. This includes items such as documents, spreadsheets, slides, PDFs, folders, etc. This is dependent on the object access of the user who created the connection. For example, if the user who set up the connection can see the data in a connected tool and it's a type of data we look for, then it will be indexed for their search.

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