Use the Confluence integration with ClickUp

The Confluence integration lets your team bring documentation into ClickUp so you can connect project work and knowledge in one place. This guide explains how to set up the integration, how to import Confluence content, and how to manage permissions safely.

What you need before connecting Confluence to ClickUp

Before you enable the integration, confirm that your workspace and Confluence site meet these basic requirements.

• An active ClickUp Workspace with the correct permissions to manage integrations.
• An Atlassian account with access to the Confluence site you want to connect.
• Permissions in Confluence to view any pages or spaces you plan to use inside ClickUp.
• Stable internet access and the latest browser version supported by both platforms.

If permissions are limited in Confluence, those limits will also apply when you try to search or attach pages from ClickUp.

How to enable the Confluence integration in ClickUp

You can connect Confluence from your Workspace settings so all eligible users can use the integration inside tasks.

Step 1: Open ClickUp integration settings

1. Sign in to your ClickUp Workspace.
2. Open the main sidebar and go to Settings.
3. Select the Integrations section.

This page lists all available apps that can be connected to ClickUp, including Confluence.

Step 2: Connect your Confluence account

1. Find the Confluence integration card in the list.
2. Click Connect or Add.
3. You will be redirected to Atlassian to authorize access.
4. Choose the Confluence site you want to link to ClickUp.
5. Approve the requested permissions so ClickUp can search and attach pages.

After authorization, the integration appears as connected in your ClickUp Workspace settings. You can repeat this process later to connect a different Confluence site if your admin settings allow it.

Use Confluence pages inside ClickUp tasks

Once connected, you can add Confluence content directly to tasks so your team sees documentation in the same place as their work.

Attach a Confluence page to a ClickUp task

1. Open a task in ClickUp.
2. Locate the attachments or links area in the task view.
3. Click the option to attach from an integration, and choose Confluence.
4. Search for a page by name or browse the available spaces that your Confluence account can access.
5. Select the desired page and confirm the attachment.

The task now shows a linked Confluence page. Clicking the link opens the page in a new tab or in a side panel, depending on your workspace configuration.

Search Confluence content from ClickUp

When the integration is active, you can search through Confluence content as you work in ClickUp.

• Use the search field when attaching a document to a task.
• Filter results by page name and other visible identifiers.
• Attach the most relevant pages so your task always includes the latest reference material.

Search results are limited to Confluence pages your Atlassian account is allowed to see. If something does not appear, check Confluence permissions or contact your Confluence administrator.

Manage access and permissions between Confluence and ClickUp

Access to Confluence pages inside ClickUp is still controlled by Atlassian. The integration does not override existing permissions.

How permissions work across both platforms

• If you can view a page in Confluence, you can search and attach it from ClickUp.
• If you lose access to a page in Confluence, the link attached in ClickUp may return an error or a restricted message.
• People viewing a task in ClickUp must also have access in Confluence to open the linked page.

To avoid confusion, coordinate with your Confluence and ClickUp admins so teams understand which spaces and pages are intended for shared project work.

Disconnect or change the Confluence site in ClickUp

If you need to remove the integration or connect to a different site, follow these steps.

1. Open Settings in your ClickUp Workspace.
2. Go to the Integrations section.
3. Locate the Confluence integration card.
4. Select the option to Disconnect or Remove.
5. Confirm the action when prompted.

Disconnecting the integration prevents new Confluence pages from being attached in ClickUp. Existing task links may still appear as regular URLs, but opening them will depend on your Atlassian access and browser settings.

Best practices for using Confluence with ClickUp

To keep information organized and easy to find, combine Confluence structure with ClickUp features.

• Standardize where pages live: Create a dedicated Confluence space or clear hierarchy for project documentation that is frequently linked from ClickUp.
• Use consistent naming: Name pages clearly so they are easy to find from the ClickUp search field when attaching content.
• Link key docs to high‑level tasks: Attach roadmaps, specifications, and meeting notes to epics or parent tasks in ClickUp.
• Review access regularly: Work with your admins to ensure that the right teams can read the Confluence pages you attach in ClickUp.

This approach helps teams navigate quickly between tasks in ClickUp and documentation in Confluence, reducing context switching and miscommunication.

Troubleshooting the Confluence integration in ClickUp

If the integration is not working as expected, start with these common checks.

• Cannot find a page: Confirm that you can open the same page directly in Confluence. If not, request access from the page owner or admin.
• Authorization errors: Try disconnecting and reconnecting the integration from the ClickUp integration settings, then log out and log back in.
• Multiple Confluence sites: Verify which site is currently connected to ClickUp. You may need to reauthorize with a different site under your Atlassian account.
• General connection issues: Check your browser, clear cache, or try another browser session if search results do not load.

If problems continue, consult official documentation for details about the Confluence integration: Confluence integration help article.

Get more from ClickUp and your tech stack

Combining Confluence with ClickUp is one step toward a more integrated workspace. You can connect additional tools, automate workflows, and centralize more of your team processes.

For strategic guidance on configuring work management systems and integrations, you can review consulting resources such as Consultevo, which focuses on operational optimization and digital tooling.

By configuring the Confluence integration thoughtfully, your team keeps tasks in ClickUp tightly aligned with documentation, decisions, and knowledge, while still using Confluence as the central source of written content.

Need Help With ClickUp?

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

Get Help

“`