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Box integration

Connect your Box account with ClickUp to attach files to tasks and comments!

What you'll need

  • The Box integration is available on all paid plans.
  • You can authorize one Box account per Workspace. Different Workspaces can be integrated with different Box accounts.
  • The Box integration is only available using ClickUp in a web browser.
  • Guests can use the Box integration.

The data in your Box account will not be available to anyone else through ClickUp. If you attach files from Box to a ClickUp task, you can control who has access to the files by making your tasks private.

Connection types

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

Connection type Description Features Commands

Private connection

Connect your Box account with your ClickUp user account for each Workspace you've created or joined. The data in your Box account will not be available to anyone else through ClickUp.

Private Universal Search: Search your Box files from ClickUp.

Create Attachments: Attach Box files to tasks and comments.

 Open Box: Open Box in a new tab.

Shared connection

The Workspace owner or admins can enable Box as a shared connection.

Use a bot or service account to share content from other apps with everyone in your ClickUp Workspace.

Shared Universal Search: Search your Box files from ClickUp.

Shared Universal Search is available on the Enterprise Plan.

  

Attach Box files to tasks

Attach Box files to tasks. Files uploaded from Box will have a Box icon on the attachment thumbnail.

Task view 2.0

To attach a file from Box to a task in Task view 2.0:

  1. Open the task.
  2. Scroll down to the Attachments section in the lower-left.
  3. Click Add.
  4. Select Box.
  5. Select the file you want to attach.

Task view 3.0

To attach a file from Box to a task in Task view 3.0:

  1. Open the task.
  2. Scroll down and hover over the Attachments section.
  3. Click the plus icon to the right.
  4. Select Box.
  5. Select the file you want to attach.

Search Box files with Universal Search

You can search for Box files using Universal Search. To do so, you must first enable the Box integration.

Enable the Box integration

You can enable the Box integration from your personal settings or the App Center.

From your personal settings:

  1. Open your account settings menu:
    • Using ClickUp 2.0: Click your account avatar in the lower-left corner.
    • Using ClickUp 3.0: Click your account avatar in the upper-right corner.
  2. Click My Settings.
  3. From the sidebar, scroll down and select Cloud Storage.
  4. Click the toggle next to Box to enable the integration.
  5. Sign into your Box account to authorize access.

From the App Center:

  1. Open the App Center:
    • Using ClickUp 2.0: Click your account avatar in the lower-left corner.
    • Using ClickUp 3.0: Click the Quick Action menu in the upper-right corner.
  2. Click App Center.
  3. From the App Center sidebar, select Cloud storage.
  4. Click Box.
  5. Select the Private or Shared tab.
  6. Click Connect.
  7. Sign into your Box account to authorize access.

Updated

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