Add Embed Views in ClickUp
Embedding external tools directly in ClickUp helps you keep work in one place, reduce context switching, and create powerful custom dashboards. This guide explains step-by-step how to add, configure, and manage Embed views so you can display websites, apps, and media right inside your workspace.
What is an Embed view in ClickUp?
An Embed view lets you display external content in a location, such as a Space, Folder, List, or Doc. Instead of opening separate browser tabs, you can keep your favorite tools and resources accessible within ClickUp.
Typical use cases include:
- Showing a live report or dashboard from a business intelligence tool.
- Embedding a whiteboard or design from a visual collaboration app.
- Displaying internal documentation from another platform.
- Showing forms, videos, or web pages your team uses frequently.
Where you can use ClickUp Embed views
You can add Embed views in several places inside ClickUp, depending on how you organize your work. Embed views can be attached to:
- Spaces: For high-level resources used across multiple teams.
- Folders: For project-specific dashboards and reference material.
- Lists: For team or workflow-focused assets.
- Docs: To enrich documentation with live content from other tools.
This flexibility helps you place external content exactly where your team needs it.
Requirements for using ClickUp Embed views
Before you add an Embed view, review these important requirements and limitations:
- You must have permission to create views in the chosen Space, Folder, or List.
- The URL you embed must allow embedding in an iframe. Some sites block embedding for security reasons.
- Certain apps provide special embed codes or public links that work better than a standard URL.
- If authentication is required, you may need to sign in to the embedded tool within the frame.
If the external site does not allow embedding, the Embed view may appear blank or show an error message.
How to add an Embed view in ClickUp
Follow these steps to add an Embed view to a Space, Folder, or List:
Step 1: Open the desired location in ClickUp
- In the sidebar, navigate to the Space, Folder, or List where you want to add the Embed view.
- Make sure you are in any existing view, such as List, Board, or Table, so you can access the view toolbar.
Step 2: Create a new Embed view in ClickUp
- At the top of your screen, click the + View button in the views toolbar.
- From the view type options, choose Embed.
- Name your view so teammates understand what content it displays.
- Choose whether the view is private to you, shared with specific people, or visible to everyone who can access the location.
- Click Add View to create it.
Step 3: Add the embed URL or code
- In the new Embed view, locate the field where you can paste a URL or embed code.
- Copy the share or embed link from the external app or website you want to use.
- Paste the link into the field in ClickUp.
- Confirm or save your changes so the frame loads the external content.
Once saved, your Embed view will display the external page or app directly in the interface.
Common ways to use ClickUp Embed views
Here are some practical examples of how teams use Embed views inside ClickUp:
- Analytics and dashboards: Embed live dashboards from tools like business intelligence platforms or analytics suites to monitor performance.
- Design and whiteboards: Show interactive canvases from design or whiteboard apps, keeping creative assets next to tasks.
- Video and media: Embed training videos, onboarding content, or product demos hosted on supported platforms.
- Forms and surveys: Add public forms or surveys so teammates can view or submit information without leaving ClickUp.
- Internal tools: Display internal admin panels, project hubs, or knowledge bases that support embedding.
These examples make it easier to centralize workflows by pulling external content into your project views.
Adjust and manage ClickUp Embed views
After you create an Embed view, you can manage it like any other view in ClickUp. Typical actions include:
- Renaming the view to better describe the embedded content.
- Reordering the view in the toolbar to keep critical views easily accessible.
- Updating the URL or embed code if the external resource changes.
- Changing visibility from private to shared or public within the workspace.
- Removing the view if your team no longer needs it.
These options help you keep your workspace tidy while still providing quick access to the tools that matter.
Troubleshooting ClickUp Embed views
If the Embed view is not working as expected, review these common issues:
- Blank or blocked content: The external site may not allow embedding in an iframe. Check the app’s sharing or embed settings.
- Authentication required: Some apps require you to log in within the embedded frame before displaying data.
- Incorrect link type: Use the specific embed or public link provided by the external tool rather than a standard URL when necessary.
- Permissions in ClickUp: Confirm you have permission to create and edit views in that Space, Folder, or List.
If problems persist, compare your setup with the official instructions from the ClickUp Help Center.
Learn more about ClickUp Embed views
For the most accurate and up-to-date details on limitations, supported use cases, and advanced options, see the official guide on how to add an Embed view here: ClickUp Help: Add an Embed view.
If you need expert help implementing workspace structure, custom views, and automation strategies, you can also explore consulting services from Consultevo, a site that provides optimization and advisory resources for modern work management setups.
By using Embed views thoughtfully and aligning them with your existing Spaces, Folders, and Lists, you can turn ClickUp into a central hub for both tasks and external tools, giving your team a single, streamlined place to get work done.
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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