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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.
  • Personal Connected Search is available on the Business Plus and Enterprise Plans.
  • Workspace Connected Search is available on the Business Plan and above.
  • Guests with comment permissions and above can use cloud storage apps to attach files to ClickUp tasks.

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

Personal 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.

Personal Connected Search:

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

Create Attachments: Attach Box files to tasks and comments.

 Open Box: Open Box in a new tab.

Workspace connection

The Workspace owner or admins can enable Box 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 public files from the account you connect. Private files can not be searched.

 

 

 

Enable the Box integration

You can enable the Box integration from the App Center or Command Center.

App Center

You can set up either Box connection type from the App Center. Once connected, you'll need to manually enable Connected Search for each available connection type.

From the App Center:

  1. Search for and select Box.
  2. Select the Personal or Workspace tab.
  3. Click Connect.
    Screenshot of the Connect button in Box in the Command Center.png
  4. Sign in to your Box account to authorize access.

Command Center

You can set up your first Box 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 Box, click Connect.
  3. Under Personal Connection or Workspace Connections, click Connect.
  4. Sign in to your Box account to authorize access.

Search Box files using Connected Search

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

From the App Center:

  1. Search for and select Box.
  2. Click the Personal or Workspace tab.
  3. Click the toggle next to Personal Connected Search or Workspace Connected Search.
  4. Next to your Workspace connection, click Save.
  5. Box files will display when searching your Workspace.

Pin Box to Command Center

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

Attach Box files to tasks

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

To attach a file from Box to a task:

  1. Open the task.
  2. Scroll down and hover over the Attachments section.
  3. Click the plus icon to the right.
  4. Select Box.
    Screenshot of the Box option when adding an attachment from Task view.png
  5. Select the file you want to attach.

Disconnect the Box integration

If you no longer need to access Box files in ClickUp, you can disconnect the integration from the App Center:

  1. Search for and select Box.
  2. Depending on your connection type, select the Personal or Workspace tab.

    Only owners and admins can disconnect Workspace connections.

  3. Next to Connected, click the ellipsis ... menu.
  4. Select Disconnect.
  5. To confirm, click Disconnect.

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