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

What you'll need

• The SharePoint integration is available on the Business Plus and Enterprise Plans.
• Guests cannot use the SharePoint integration.

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.

Enable the SharePoint integration

You can set up either SharePoint 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 SharePoint.
2. Select the Personal or Workspace tab.
3. Click Connect.
4. Sign in to your SharePoint account to authorize access.
5. Click Accept to grant ClickUp access.

Command Center

You can set up your first SharePoint 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 SharePoint, click Connect.
3. Under Personal Connection or Workspace Connections, click Connect or Turn on.
4. Sign in to your SharePoint 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 SharePoint.
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 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

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 SharePoint files using Connected Search

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

Personal Connected Search

From the App Center:

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

All files from the connected SharePoint account that you have access to in SharePoint can now be searched from ClickUp. Only you can search SharePoint 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 SharePoint.
2. Click the Workspace Connected Search toggle to enable it.
3. Click the Select locations dropdown. 
   
   
4. Select SharePoint Drives and/or Sites 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 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.