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Authorize the Planner's access to Microsoft 365

Authorize ClickUp's Planner for your Workspace.

Authorization is required for your Planner to see calendar data and modify calendar events.

What you'll need

  • You must be a Microsoft admin to enable admin consent requests and approve scopes.
  • The Planner is available on every ClickUp plan.

Authorize Planner using admin consent requests

If you have admin consent requests activated in Azure, users given permission to do so may authorize Planner once someone in your organization has requested access.

Screenshot of someone requesting approval.png

To approve a consent request:

  1. Open Azure. 
  2. Navigate to Admin consent requests and select ClickUp.
    Screenshot highlighting the admin consent requests page and ClickUp.png
  3. At the top of the Details sidebar, click Review permissions and consent.
    Screenshot highlighting the review permissions and consent button.png
  4. Sign in to your account by following the prompts.

Read Microsoft's documentation about admin consent requests.

Authorize Planner without admin consent requests

If you have admin consent requests deactivated, a Microsoft admin can manually approve the necessary scopes after adding ClickUp to your Enterprise applications:

  1. Open Azure.
  2. Navigate to Enterprise applications.
    Screenshot highlighting Enterprise applications.png
  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. 
    Screenshot highlighting the permissions button.png
  6. Approve the scopes listed below.
Scope What it does Why we need it
Calendars.ReadWrite Allows the app to read and write to calendars owned by self

ClickUp uses this to sync your personal Outlook calendar with Planner.

Reads happen when you view your calendar in ClickUp, and continuously in the background to keep events up to date via delta sync. 

Writes happen only when you take an action like creating, editing, RSVPing to, or deleting an event from ClickUp. This includes actions taken via Automations. It is also used to check free and busy availability and fetch event categories.
Calendars.ReadWrite.Shared

Allows the app to create, read, update, and delete events in all calendars in the organization that the user has permissions to access. This includes delegated and shared calendars.

This scope is optional.