Connect an app

Connect external apps by setting up a personal or Workspace connection.

What you'll need

  • Availability depends on the app you want to connect and your plan. All apps are listed in this article.
  • Only owners and admins can set up Workspace connections.
  • If your role doesn't allow the Personal Integrations permission, the Personal tab or Connect button may be unavailable. Ask your Workspace owner or admin if you need access.
    • This permission is available on Enterprise Plans and is gradually rolling out, so it may not be visible in your Workspace yet. Its behavior is subject to change.

Personal and Workspace connections

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

Connection type Description
Personal connection Connect your external app account with your ClickUp user account for each Workspace you've created or joined.
The data in your external app account will not be available to anyone else through ClickUp.
Workspace connection The Workspace owner or admins can connect an external app through a Workspace connection.
Workspace connections give everyone in your Workspace access to search files from the external app. Learn more
Personal connections are scoped to the person who created them. Workspace connections are managed by owners and admins, and are the better choice when your organization wants shared Connected Search access from approved sources.

Some apps rely on personal connections to work. For example, calendar connections used with Planner may stay available even when personal integrations are restricted, so admins should review app-specific behavior before applying a Workspace-wide policy.

Personal connections

You can set up a personal connection for the following apps:

Workspace connections

If you're an admin or owner, you can set up a Workspace connection for the following apps:

  • Box
  • Confluence
  • Dropbox
  • GitHub
  • GitLab
  • Google Drive
  • Jira
  • Microsoft OneDrive
  • Microsoft SharePoint
  • Microsoft Teams
  • Notion
  • Slack
  • Certain external MCP servers

Connect an app from the App Center

Connect any app from the App Center:

  1. Search for and select the integration.
  2. Select the Personal or Workspace tab.
    • Optional: If Connected Search is supported for the app and the ClickApp has been activated in your Workspace, you can deactivate it by clicking the toggle next to Personal or Workspace Connected Search. Agents and Brain will not be able to search your connected app's files if this is deactivated.
  3. Click Connect.
  4. Sign in to the application to authorize access.
  5. Click Done.
  6. You can now search files from this app in ClickUp.

Connect an app from the AI Command Bar

Connect apps that support Connected Search from the AI Command Bar. To use Connected Search, the ClickApp must be activated in your Workspace.

To connect an app from the AI Command Bar:

  1. Below the search bar, click Apps.
  2. Select an app to pin it.
  3. Below the search bar, click the app's icon.
  4. Click Connect.
  5. Sign in to the application to authorize access.
  6. Click Done.
  7. You can now search files from this app in ClickUp.

Disconnect an app

When you disconnect an app, the connection owner will be notified in their ClickUp Inbox and email.

To disconnect any app from the App Center:

  1. Search for and select the integration.
  2. Select the Personal or Workspace tab.
  3. Next to Connected, click the ellipsis ... icon.
  4. Select Disconnect.
  5. To confirm, click Disconnect.