How to Use Integrations, Embeds, and Links in ClickUp Tasks
ClickUp lets you connect your favorite apps, add live embeds, and manage links directly inside tasks so your team can access everything they need in one place.
This how-to guide walks you through the different options for attaching, embedding, and linking external content to streamline collaboration and keep work organized.
Understanding Integrations in ClickUp Tasks
Integrations in ClickUp allow you to connect external tools so you can view or access their content from within a task. The exact options available depend on which integrations are enabled in your Workspace.
You can typically integrate tools such as:
- Cloud storage and document platforms
- Communication and collaboration apps
- Design, development, and data tools
- Scheduling, forms, and productivity services
When an integration is supported in tasks, you can attach or embed content from that app using the task toolbar or by pasting a URL.
Ways to Add External Content to ClickUp Tasks
There are multiple ways to bring external resources into a task. The available options depend on the type of link or file and on how the integration is configured in your Workspace.
Add Attachments to ClickUp Tasks
You can attach files to tasks to keep references, assets, and documents together with the work that needs to be done.
- Open the task where you want to add a file.
- Use the Attachments area or paperclip icon.
- Choose to upload from your device or from a connected storage app, if available.
- Confirm the upload and keep the attachment visible in the task for anyone with access.
Attachments are best for files that should be stored with the task itself, such as screenshots, exports, or shared documents that do not need live embed behavior.
Embed External Content in ClickUp Tasks
Embeds allow you to display live, interactive content from supported apps directly inside a task. This helps your team stay focused without switching between browser tabs.
To embed supported content:
- Copy the share or embed link from the external tool.
- Open the task description or a comment where you want the embed to appear.
- Paste the URL into the rich text area.
- If the link is from a supported app, it automatically converts into an interactive embed.
The appearance and functionality of embeds depend on the source app. Some services display previews, while others show full live content that can be scrolled or interacted with inside the task.
Add Simple Links in ClickUp Tasks
Sometimes you only need a clickable link rather than a full embed or uploaded file. You can add simple hyperlinks to task descriptions, comments, or custom rich text fields.
- Open the description or comment editor.
- Type or paste the URL.
- Optionally, select the text and use the link formatting option to create a clean anchor text label.
- Save or post the updated content so team members can click through to the external resource.
Simple links work well for resources that do not require live viewing in the task, such as help center articles, reference documentation, or login pages.
Supported Embeds and Links in ClickUp
Not every URL behaves the same way. Some apps support rich embeds in ClickUp, while others only show as links or thumbnails. Behavior may change over time as integrations are updated.
Examples of content types that can often be used in tasks include:
- Documents, spreadsheets, and presentations
- Design files and prototypes
- Dashboards, charts, and reports
- Forms, surveys, and booking pages
- Videos and media players
For the most accurate, up-to-date list of supported embeds and linking behavior, see the official integration documentation and task embed details on the ClickUp help center.
Check Current Integration Behavior in ClickUp
Because integrations evolve, it is important to confirm exactly how a given app works with tasks. Some services may support full embeds, while others support only links or attachments.
- Visit the official support article describing integrations, embeds, and links in tasks on the ClickUp help site: ClickUp task integrations and embeds.
- Review the sections that cover each integration you use.
- Check for any notes about permission requirements or special URL formats.
- Test with a sample task to see how your specific content appears.
Best Practices for Organizing Links and Embeds in ClickUp
Well-structured tasks are easier for your team to use. Follow these simple best practices when adding attachments, embeds, and links.
Keep Related Content Together
Group related resources in the same area of the task so teammates know where to look.
- Use the task description for high-level reference material.
- Place detailed embeds and long lists of links under clear subheadings.
- Attach raw files in the dedicated attachments section for quick scanning.
Use Clear Labels for Links in ClickUp
Readable links help people understand where a click will take them.
- Replace long URLs with short, descriptive anchor text.
- Add a brief note above or below important embeds explaining what they show.
- Indicate if a link requires special access or permissions.
Align Embeds With Your Workflow
Plan how your team uses embeds so tasks remain focused and efficient.
- Embed the most frequently referenced assets, such as dashboards or design prototypes.
- Use simple links for secondary or optional resources.
- Limit the number of large embeds in a single task to keep the layout easy to navigate.
Troubleshooting Embeds and Links in ClickUp
If an embed or link is not working as expected, review these common areas first.
Confirm Permissions
Many tools require the correct share settings before content can display inside a task.
- Check that the file or page is shared with the right people or group.
- Make sure the link is not restricted to a different account or organization.
- Try opening the link in a private browser window to confirm access.
Verify Supported URL Formats
Some services distinguish between public share links, view links, and embed links.
- Use the official share or embed option from the external app.
- Avoid shortened URLs if the embed is not recognized.
- Compare your link to examples in the official ClickUp help article.
Reload or Recreate the Embed
Occasionally, re-adding content resolves display issues.
- Remove the problematic embed or link from the task.
- Copy a fresh share URL from the source app.
- Paste the URL again into the task description or comment.
- Refresh the task view to see if the embed loads correctly.
Next Steps for Optimizing Your ClickUp Workspace
Once you understand how to use integrations, embeds, and links in tasks, you can refine your Workspace structure and workflows to make the most of them.
- Standardize where your team places key links in each task template.
- Document which external tools should be embedded versus simply linked.
- Review tasks regularly to clean up outdated URLs and attachments.
If you want professional guidance on structuring work, processes, and integrations, you can explore expert services at Consultevo, which specializes in optimizing work management systems.
By consistently attaching files, embedding live content, and organizing links inside tasks, your team can use ClickUp as a central hub for information, making projects easier to track and execute.
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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