Box integration in ClickUp

The Box integration in ClickUp lets your team attach, manage, and collaborate on cloud files directly from tasks and Docs. This guide walks you through connecting Box, attaching files, managing permissions, and disconnecting the integration.

By the end, you will know exactly how to enable the integration, use it safely with permissions, and keep your workspace organized with cloud-based file attachments.

What the Box integration in ClickUp does

When you connect Box to ClickUp, you can link Box files to your work without uploading copies. Instead of duplicating content, the integration creates live connections to your cloud documents.

With this integration, you can:

Attach existing Box files to ClickUp tasks
Attach Box files to Docs in your workspace
Search for Box items directly from the attachment window
Open and work on Box files from within ClickUp

This is ideal for teams that already store documents, images, and other assets in Box and want to keep their workflows centralized in one project management platform.

Requirements for using Box with ClickUp

Before you start, make sure your account and workspace are ready to connect Box with ClickUp.

Account and workspace requirements

A ClickUp Workspace where you have permission to manage or use integrations
A Box account with access to the folders and files you plan to attach
Internet access with permissions to reach Box services from your network

You do not need to upload files into ClickUp. The integration works by linking to existing Box content.

Permissions in Box and ClickUp

Access to a file in ClickUp is always controlled by the file’s settings in Box. ClickUp does not override or change the sharing rules of your cloud storage.

If a user has access to a file in Box, they can open the attachment from ClickUp.
If a user does not have access in Box, they will not be able to view the content even if the file is attached to a task.
Updating permissions in Box will affect how people access the file through ClickUp links.

This approach helps you keep a single source of truth for permissions while still managing work inside your project management platform.

How to connect Box to ClickUp

Connecting Box to ClickUp is done from the attachment area of any task or Doc. The integration is authorized per user.

Step-by-step: connect Box

Open a task or Doc in your ClickUp Workspace.
Locate the attachments area or the option to add an attachment.
Select the option to attach from a cloud service.
Choose Box from the available cloud providers.
A Box authorization window will open. Sign in with your Box credentials if prompted.
Review the access request and click to allow Box to connect to ClickUp.
Once authorized, your Box folders and files will be available to select as attachments.

After you complete these steps, the integration is active for your account. You can now attach Box content wherever attachments are supported.

Attach Box files in ClickUp tasks

Once the integration is connected, you can attach Box files to any task in ClickUp. This keeps related documents one click away for the entire team.

Steps to attach Box files to a task

Open the task where you want to add a file.
In the attachments section, click the button to add or upload a file.
Select the option to attach from Box.
Browse through your Box folders in the picker window.
Click on the file or files you want to attach.
Confirm your selection to attach them to the task in ClickUp.

The chosen Box files will appear in the task’s attachment list. Clicking the file name will open it using Box, following the permissions you set in your cloud account.

Tips for organizing Box files in ClickUp

Use clear file naming in Box so they are easy to find through the integration.
Group project files into dedicated Box folders that match Spaces or Folders in ClickUp.
Attach only the most relevant files to each task to avoid clutter.

Attach Box files inside ClickUp Docs

You can also attach Box content directly inside Docs created in ClickUp. This is useful for knowledge bases, project briefs, and shared documentation.

Steps to attach Box files in a Doc

Open the Doc where you want to reference a file.
Click in the body of the Doc where the attachment should appear.
Use the add or attachment option, then select Box.
Search or browse for the file from your Box account.
Select the file and confirm to insert or attach it within the Doc.

The Doc will now include a reference to your Box file. People reading the Doc in ClickUp can open the file directly, as long as they have access in Box.

Best practices for Docs with Box attachments

Use Box attachments in Docs for source files, design assets, and large documents.
Add short descriptions near each file link to explain its purpose.
Keep sensitive content controlled with Box permissions while still referencing it in ClickUp.

Manage and remove the Box integration in ClickUp

You can disconnect the integration at any time if you no longer want to use Box with your workspace.

How to disconnect your Box account

Open any task or Doc with the ability to attach files in ClickUp.
Click the attachment option that shows connected cloud services.
Locate the Box connection associated with your user account.
Select the option to sign out of or disconnect Box.
Confirm that you want to remove the integration.

After disconnecting, you will not be able to attach new Box files until you reconnect. Existing attachments will behave like links that depend on access in Box.

What happens to existing Box attachments

Existing attachments that point to Box will still reference the original file.
Access to those files remains controlled by Box permissions and your Box account.
If your Box account is disabled or files are removed, the links in ClickUp will no longer work.

Security and access considerations for Box in ClickUp

The integration is designed so that ClickUp does not store the contents of your Box files. Instead, it stores a link and limited metadata required to reference the file.

Keep these points in mind:

File sharing rules are set and managed in Box, not in ClickUp.
To revoke access to a specific file, update or remove permissions in Box.
To revoke application-level access, disconnect the integration from within Box or from the connection flow in ClickUp.

For detailed integration behavior and the latest updates, review the official Box integration documentation on the ClickUp Help Center at this page.

Get more from ClickUp integrations

Box is just one of the integrations that can enhance how you manage work in ClickUp. Combining cloud storage, communication tools, and automation helps you centralize workflows.

If you want expert help planning and optimizing your workspace, you can explore consulting services from Consultevo, a site that specializes in productivity and workflow optimization.

By connecting Box with ClickUp and following the steps in this guide, you can keep documents where they belong in your cloud drive while keeping all your tasks, Docs, and collaboration in a single organized platform.

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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