How to Use ClickUp Cloud Storage

ClickUp lets you connect popular cloud storage tools so your team can attach, preview, and manage files without leaving your workspace. This guide shows you step-by-step how to set up and use cloud storage integrations effectively.

What ClickUp Cloud Storage Integrations Can Do

Cloud storage connections make it easy to centralize work and documents. Instead of uploading copies, you can link files directly from your storage provider to tasks, Docs, and more.

With cloud storage integrations you can:

• Attach files from your cloud provider to tasks, Docs, and comments
• Open and preview supported file types from within the platform
• Keep one source of truth by linking instead of duplicating files
• Quickly find relevant documents tied to work items

Connected accounts are used to browse and attach files; the actual files remain stored in your provider’s platform.

Supported Cloud Storage Providers in ClickUp

You can integrate the following cloud storage services:

• Google Drive
• Dropbox
• Box
• OneDrive

Each integration requires you to sign in and authorize access so that the app can search and link files from your storage account.

How to Add Cloud Storage to Your ClickUp Workspace

You can connect storage from the task or Doc where you want to attach files. The connection is per user, so each person must authorize their own account.

Step 1: Open a task or Doc in ClickUp

1. Sign in to your workspace.
2. Open any task where you plan to attach files, or open a Doc where you want to insert links to stored files.
3. Locate the attachments area for tasks or the toolbar for Docs.

Step 2: Start attaching from cloud storage

1. In a task, click the Attachments section or the paperclip icon.
2. In a Doc, use the slash commands or insert tools to attach or link files.
3. Select the option for your cloud storage provider, such as Google Drive or Dropbox.

Step 3: Connect your cloud storage account

1. When prompted, choose the provider you want to connect.
2. A new window or tab will open asking you to sign in to your storage account.
3. Review the requested permissions and click Allow or Authorize to give the app access to your files for linking.

Once authorization is complete, your storage account is connected to your profile in the workspace.

How to Attach Files from Cloud Storage in ClickUp

After you connect your account, attaching files from storage is straightforward.

Attach files to tasks

1. Open the task where you want to add a file.
2. Click the Attachments section.
3. Select your cloud storage provider from the options.
4. Use the search or folder navigation to locate the file you need.
5. Click the file name to attach it to the task.

The task will now show the linked file. Clicking the attachment opens it using your connected storage provider’s viewer or editor where supported.

Attach files to Docs

1. Open the Doc where you want to link a file.
2. Place the cursor where the link or embed should appear.
3. Use the insert or slash command options to select your cloud storage provider.
4. Choose the file you want to link.

The Doc will display a link or embed, making it easy for collaborators to open the file directly from the document.

Managing Cloud Storage Connections in ClickUp

Each user controls their own storage connections. You can disconnect an account if you no longer want it available.

How to disconnect a storage account

1. Go to your account or app settings in the workspace.
2. Open the section that lists connected apps or integrations.
3. Find the cloud storage provider you want to disconnect.
4. Click the option to Disconnect or Revoke access.

Disconnecting prevents the app from accessing your storage going forward, but it does not delete the original files from your provider’s platform.

Access control and permissions

The ability to open or edit a linked file still depends on the permissions set in your storage provider. If someone cannot access a file, they will need to request permission through that provider.

• Links respect the original sharing rules.
• Only users with access in the storage tool can open the file.
• You can adjust sharing directly in Google Drive, Dropbox, Box, or OneDrive.

Best Practices for Cloud Storage in ClickUp

To keep your workspace organized and efficient, follow these practices when using cloud storage with your tasks and Docs.

Keep one source of truth

• Prefer linking files from storage instead of uploading duplicates.
• Use folders and naming conventions in your storage provider to keep files easy to find.
• Attach key documents to the most relevant task or Doc where work happens.

Use ClickUp attachments to streamline collaboration

• Attach specifications, briefs, and assets directly to tasks where they are needed.
• Link reference Docs from storage to project plans and team Docs.
• Encourage your team to open files from the linked attachments rather than searching separately.

Troubleshooting tips

• If you cannot see your files, confirm you are signed into the correct storage account.
• If attachments fail to load, ensure your browser allows pop-ups and third-party cookies needed for the provider’s sign-in flow.
• When a collaborator cannot access a file, update the sharing settings in your storage provider.

Learn More About ClickUp and Cloud Storage

To explore more details about how cloud storage works in your workspace, you can review the official documentation here: Intro to cloud storage.

If you need professional help optimizing your processes or documentation strategy around this platform, you can also visit Consultevo for consulting resources.

By connecting cloud storage to your workspace and following these steps, you centralize information, reduce duplicate files, and give your team fast access to the documents they need to keep work moving.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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