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 available on all plans as a limited-time trial. Future restrictions apply.

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 files from the connected account. For more details, review the table in the Workspace Connected Search section below.

What you'll need

• Workspace owners and admins can enable the Connected Search ClickApp and connect apps.
• Guests can't use Connected Search.

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:

• Box
• Dropbox
• Google Drive
• Gmail
• Salesforce
• Jira
• SharePoint
• OneDrive
• Notion
• Microsoft Teams

Personal Connected Search for Slack is currently unavailable.

Workspace Connected Search

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

Workspace Connected Search is available for the following apps:

Activate the Connected Search ClickApp

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

1. In the upper-left corner, click your Workspace avatar.
2. Select Apps or App Center.
3. In the App Center's left sidebar, in the ClickApps section, select AI & Search.
4. To activate Connected Search, click the Connected Search toggle on.

Connect an app

Learn how to connect an external app so you can start using Connected Search!

Enable Connected Search

When you connect an app, it will have Connected Search enabled by default. 

To manually enable Connected Search for an 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 connection, click Save or Reconnect.
5. Indexing will begin. You can check the progress of indexing by opening the AI Command Bar.
6. Once indexing is complete, the integration's files will display when searching your Workspace. Results display their app's icon next to them.

Filter search results by app

You can filter search results by individual Connected Search apps by pinning them to the AI Command Bar.

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 prospects attended your last event, or ask AI which GitHub commits are connected to a task.

You can ask AI about the following apps:

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

Search indexing

Learn more about search indexing.

What is a search index?

When you connect an integration (like SharePoint, Google Drive, etc.) to ClickUp using Connected Search, we index assets—meaning, we organize and catalog files and data from your connected integrations to make them easily and quickly searchable within ClickUp.

How does indexing work?

Once a connection is established, ClickUp scans and ingests relevant data (such as file names, paths, and sometimes file content, depending on permissions). This allows users to find information across all connected tools in one place, without manually searching each platform.

How often does indexing happen?

• Initial Scan: When a new integration is connected, ClickUp performs a bulk scan to index all supported data from the connected source.
• Ongoing Updates: After the initial scan, ClickUp periodically re-scans to keep the index updated. The frequency depends on the integration, but most sources are refreshed every few hours.
• Real-Time Triggers (where available): Some integrations support event-based triggers (e.g., webhooks), allowing for near real-time indexing of new or updated content.

Indexing security

Important notes for security teams:

• Disabling a connection: If an integration is disconnected in the ClickUp App Center, all indexed data from that source is deleted from ClickUp.
• Indexing is automated: When Connected Search is enabled, our system automatically ingests data from connected accounts, which can appear in logs as large or repeated access to files or data—this is expected behavior for the feature and is not a sign of malicious activity.
• Access & permissions: Visibility of indexed content in ClickUp depends on how the integration is connected. For Workspace (admin) connections, we index everything the connecting account can access, even if some files are restricted in the source system. Use shared, company-wide folders or drives to avoid surfacing sensitive files. For personal connections, only the connecting user’s accessible files are indexed, and results are only visible to them.
• Responding to security alerts: Automated indexing activity may trigger alerts in your security monitoring tools (SIEM, DLP, etc.), especially during initial setup or bulk syncs. This is normal. If your security team has concerns, you can disconnect the integration and indexed data will be deleted from ClickUp.
• Enabling Google Drive: Enabling the Google Drive integration will cause all of the available customer files to be downloaded.

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, and location selectors.
• 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 they 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.