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Microsoft SharePoint integration

Consolidate your work in ClickUp. Search SharePoint folders, documents, sites, pages, and drives.

What you'll need

If you want to attach SharePoint 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 SharePoint account with your ClickUp account for each Workspace you've created or joined. The data in your SharePoint account will not be available to anyone else through ClickUp.

Personal Connected Search:

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

SharePoint link previews:

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

App panel in Task view:

View SharePoint links from a central place in Task view.

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

The Workspace owner or admins can enable SharePoint 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.

  

Set up the SharePoint integration

Learn how to set up the SharePoint integration.

Search SharePoint files using Connected Search

After enabling the integration, you can use Personal or Workspace Connected Search to search SharePoint files in ClickUp.

Personal Connected Search

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

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.

When answering questions, ClickUp AI may reference indexed files from SharePoint that are connected via Workspace Connected Search.

Admins and owners can set up Workspace Connected Search from the App Center:

  1. Search for and select Microsoft SharePoint.
  2. Click the Workspace tab.
  3. If Workspace Connected Search is deactivated, activate it.
  4. Click the Select locations dropdown. 
    Screenshot of someone selecting what to share via Workspace Connected Search.png
  5. Select SharePoint Drives and/or Sites you want others to be able to search in your ClickUp Workspace.
  6. 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 SharePoint records can be searched:

  • Drives
  • Drive items
  • Sites
  • Pages
  • Libraries
  • Lists
  • List items
  • Folders
  • Files, including:
    • PDFs
    • Word documents
    • Excel spreadsheets
    • PowerPoint presentations
    • Images
    • Videos
    • OneNote files

Pin SharePoint to Command Center

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

SharePoint link previews

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

Site previews

Site previews include the following information:

  • Title
  • Description

Page previews

Page previews include the following information:

  • Title
  • Page location
  • Description

List previews

List previews include the following information:

  • Title
  • List location
  • Description

List item previews

List item previews include the following information:

  • Title
  • List location
  • List item location
  • Description
  • Priority
  • Status

Library previews

Library previews include the following information:

  • Title
  • Library location

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

SharePoint app panel in Task view

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

Use Command Center commands to open SharePoint 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 SharePoint.
  3. Press Return on Mac or Enter on PC.

Disconnect SharePoint 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 SharePoint, from the App Center:

  1. Search for and select SharePoint.
  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 SharePoint integration back to your Workspace at any time.

FAQ

Frequently asked questions about the SharePoint 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 SharePoint link previews and search for SharePoint files in ClickUp.

Can I track changes made through SharePoint in ClickUp?

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

Can I integrate multiple SharePoint accounts with ClickUp?

No, each ClickUp member can only connect one SharePoint 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 SharePoint account with ClickUp using the Workspace connection type and enable it for everyone in your ClickUp Workspace.

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

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

If a ClickUp admin connected SharePoint 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.

How do I connect the Microsoft SharePoint app if I need admin approval?

To connect the Microsoft SharePoint app, ClickUp requires a Microsoft admin to approve the necessary scopes. You have two options:

  • Ask a co-worker who is a Microsoft admin to connect the SharePoint app in the ClickUp App Center. They will see a checkbox to approve the required scopes for everyone.
  • Ask a Microsoft admin to follow these steps:
    1. Open Azure.
    2. Navigate to Enterprise applications.
    3. Search for the app using Application ID dbaf1972-fb78-4b27-b943-be6f58e058d0.
    4. Select the ClickUp app.
    5. Open the Security page and select Permissions. 
    6. Approve the required scopes listed below.
Scope Purpose
Files.Read.All Retrieve items, metadata, and associated content from files across all SharePoint sites. This is required to index and preview file contents in ClickUp.
Notes.Read.All Retrieve items, metadata, and content from OneNote notebooks across all SharePoint sites. This supports indexing and search in ClickUp.
offline_access Maintain access to data when the user is not actively using the app. This enables background syncing and token refresh.
Sites.Read.All List and read SharePoint sites and their contents, like document libraries. This allows ClickUp to browse, search, and display SharePoint content.
User.Read This allows the app to sign in the user and read the user’s profile.

Read Microsoft's article on managing application permissions or their application information for ClickUp article to learn more.

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