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Microsoft OneDrive integration

Consolidate your work in ClickUp. Search OneDrive folders and documents.

What you'll need

If you want to attach OneDrive files to tasks, read about OneDrive/SharePoint cloud storage.

Connection types

The features and commands available depend on which type of connection you use.

Connection type Description Features Commands
Personal connection Connect your OneDrive account with your ClickUp account for each Workspace you've created or joined. The data in your OneDrive account will not be available to anyone else through ClickUp.

Personal Connected Search:

Search public and private files from your connected OneDrive account. No one else can search for files from your personal connections.

OneDrive link previews:

Link previews allow you to see live, synced visualizations of links directly in ClickUp.

App panel in Task view:

View OneDrive links from a central place in Task view.

 Open OneDrive: Open OneDrive in a new tab.
Workspace connection

The Workspace owner or admins can enable OneDrive as a Workspace connection.

Use this connection to give everyone access to Connected Search.

Workspace Connected Search:

Enable all Workspace members to search for any selected file from the account you connect.

All files within selected location can be searched by all members, including private files if they are saved in location you selected for Connected Search.

  

 

Enable the OneDrive integration

You can set up either OneDrive connection type from the App Center or Command Center. Once connected, you'll need to manually enable Connected Search for each available connection type.

App Center

From the App Center:

  1. Search for and select Microsoft OneDrive.
  2. Select the Personal or Workspace tab.
  3. Click Connect.
  4. Sign in to your OneDrive account to authorize access.
  5. Click Accept to grant ClickUp access.

Command Center

You can set up your first OneDrive connection from the Command Center. If available, Connected Search will be automatically enabled for the connection type you choose.

From the Command Center:

  1. Under the search bar, click Apps.
  2. Under Microsoft OneDrive, click Connect.
  3. Under Personal Connection or Workspace Connections, click Connect or Turn on.
  4. Sign in to your OneDrive account to authorize access.
  5. Click Accept to grant ClickUp access.

Set up Connected Search

Once you've enabled the integration, you can set up Personal or Workspace Connected Search.

To set up Connected Search from the App Center:

  1. Search for and select Microsoft OneDrive.
  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 Reconnect.

Personal Connected Search 

All files from the connected OneDrive account that you have access to in OneDrive can be searched from ClickUp. Only you can search for OneDrive files within ClickUp.

Workspace Connected Search

Only Workspace owners and admins can enable Workspace Connected Search. All files within the selected locations can be searched by all members. This includes private files that are saved in locations you selected for Connected Search.

Search OneDrive files using Connected Search

After enabling the OneDrive integration, you can manually enable Personal or Workspace Connected Search.

Personal Connected Search

From the App Center:

  1. Search for and select Microsoft OneDrive.
  2. Click the Personal Connected Search toggle to enable it.

All files from the connected OneDrive account that you have access to in OneDrive can now be searched from ClickUp. Only you can search OneDrive files from ClickUp.

Workspace Connected Search

Only owners and admins can enable Workspace Connected Search.

From the App Center:

  1. Search for and select Microsoft OneDrive.
  2. Click the Workspace Connected Search toggle to enable it.
  3. Click the Select locations dropdown. 
  4. Select OneDrive files you want others to be able to search in your ClickUp Workspace.
  5. Click the Save button.

All files within selected the locations can now be searched by all members, including private files that are saved in locations you selected.

The following OneDrive records can be searched:

  • Folders
  • Files, including:
    • PDFs
    • Word documents
    • Excel spreadsheets
    • PowerPoint presentations
    • Images
    • Videos
    • OneNote files

Pin OneDrive to Command Center

Filter search results to OneDrive files by pinning OneDrive to Command Center.

OneDrive link previews

When you paste a OneDrive URL into ClickUp, you'll see a detailed preview.

File previews

Files previews are generated for PDFs, Word documents, Excel spreadsheets, PowerPoint presentations, images, videos, and OneNote files.

File previews include the following information:

  • Title
  • File size
  • Last updated date
  • Thumbnail

Screenshot of a file preview.png

 

OneDrive app panel in Task view

After you paste your first OneDrive link in a task description or comment, you'll see a new OneDrive icon in the right sidebar of your Task view. You can click this icon at any time to see every OneDrive link posted in the task.

Previews are grouped by type. You can switch between grid and table layouts using the icons in the upper-right corner.

Use commands to open OneDrive

Use Command Center commands to open OneDrive directly from ClickUp.

  1. Open the Command Center:
    • At the top of your Workspace, click Search.
    • Press Cmd + K on Mac or Ctrl + K on PC.
  2. Type Open OneDrive.
  3. Press Return on Mac orEnter on PC.

Disconnect OneDrive integration

If you no longer wish to use the integration, you can disconnect it. Only admins and owners can disconnect Workspace connections.

To disconnect the integration with OneDrive, from the App Center:

  1. Search for and select OneDrive.
  2. Depending on your connection type, select the Personal or Workspace tab.
  3. Next to Connected, click the ellipsis ... menu.
  4. Select Disconnect.
  5. To confirm, click Disconnect.

You can add the OneDrive integration back to your Workspace at any time.

FAQ

Frequently asked questions about the OneDrive integration.

What happens to my data if I disconnect the integration?

Disconnecting the integration does not delete your data from either platform. When you disconnect, you'll lose the ability to view OneDrive link previews and search for OneDrive files in ClickUp.

Can I track changes made through OneDrive in ClickUp?

Yes, changes made in OneDrive are updated in ClickUp link previews and Connected Search, ensuring your data stays synchronized across both platforms.

Can I integrate multiple OneDrive accounts with ClickUp?

No, each ClickUp member can only connect one OneDrive account at a time using a personal connection. If you are a ClickUp Workspace admin or owner, we recommend that you connect your company's OneDrive account with ClickUp using the Workspace connection type and enable it for everyone in your ClickUp Workspace.

If only I connected OneDrive with ClickUp, what will other Workspace members see when I post a OneDrive URL in ClickUp?

Others will see an empty URL preview with the option to connect OneDrive with ClickUp.

If a ClickUp admin connected OneDrive using a Workspace connection, can others find my private files using Workspace Connected Search?

No. Only public data can be found using Workspace Connected Search. If you want to find your personal files, we recommend setting up a personal connection.

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