Embed cards in ClickUp
ClickUp makes it easy to display rich previews of links directly inside your workspaces using embed cards. With embed cards, you can quickly add visual, interactive link previews to tasks, Docs, and other locations to keep important information at your fingertips.
What are ClickUp embed cards?
Embed cards in ClickUp are rich link previews that show content from supported websites and tools. Instead of pasting a plain link, you can turn it into an interactive card that displays extra context.
Depending on the source, an embed card can include:
- Title and description
- Thumbnail image or icon
- Buttons or controls provided by the external service
- Additional metadata such as author or status
These cards help you avoid switching between tabs and keep related resources visible where your team is working.
Where ClickUp embed cards can be used
You can add embed cards in several places across ClickUp, so you can bring external data into the exact context where you need it.
Tasks in ClickUp
Inside tasks, embed cards can appear in comments or in rich-text fields such as the task description. This lets you attach key references right alongside your work items.
Docs in ClickUp
In Docs, embed cards allow you to build living documents that reference design files, spreadsheets, videos, and more without leaving ClickUp. They help you create central hubs for projects, knowledge, or documentation.
Other rich-text areas in ClickUp
Any field or feature that supports rich text, such as certain custom fields or views, can often display embed cards. This keeps your important links consistent and easy to access across your ClickUp workspace.
Supported link types for ClickUp embed cards
Not every link will render as an embed card. ClickUp supports cards from many popular services, including:
- Design and prototyping tools
- Cloud storage and file sharing platforms
- Video hosting services
- Web pages and other productivity tools that provide embeddable previews
When you paste a link, ClickUp will automatically detect if a card can be created. If the site is not supported or does not allow embedding, the link will remain as plain text.
For the most accurate and current list of supported services, review the official documentation on the ClickUp Help Center at this embed cards article.
How to create ClickUp embed cards
You can create embed cards in ClickUp with just a few clicks. Follow these steps to add an embed card in a supported rich-text area such as a task description or Doc.
Step 1: Open a rich-text editor in ClickUp
First, navigate to the item where you want to add the embed card. This could be:
- A task description
- A comment in a task
- A section within a Doc
- Another rich-text field that supports embedding
Click inside the editor so the formatting toolbar or slash commands become available.
Step 2: Paste your link into ClickUp
Copy the URL you want to embed from your browser or external app. Then paste the link directly into the text area.
After pasting, ClickUp will typically show the URL as text for a moment while it checks whether the link supports embedding.
Step 3: Convert the link to a ClickUp embed card
If the link is supported, ClickUp will give you an option to convert it into an embed card. This may appear as:
- A small popup near the link with an option to create a card
- A contextual menu that appears when you select or hover over the link
Use the available option to transform the plain link into an embed card. The preview will then update to show the richer, visual layout.
Step 4: Adjust placement and context
Once the card appears, you can position it within your text:
- Place it on its own line for maximum visibility
- Surround it with headings or descriptions
- Add bullet points above or below for extra context
This helps teammates immediately understand why the embedded content is important in the context of that ClickUp task or Doc.
Managing and editing ClickUp embed cards
After you create an embed card, you may want to move, edit, or remove it. The options available can vary depending on the content type, but most cards support basic management.
Move an embed card within ClickUp
To move an embed card, use the editor controls for your task or Doc. In many cases, you can:
- Cut and paste the card to a new location
- Drag content around the card to change layout
- Insert additional text or headings before or after the card
Reorganizing your content ensures that embedded resources remain clear and easy to find.
Edit link details or replace a card
If you need to update the underlying URL, you can often:
- Select the card or the link associated with it
- Open the link editing option from the toolbar
- Replace the URL with a new one
When you change the URL to another supported service, ClickUp will attempt to refresh the embed card preview automatically.
Remove a ClickUp embed card
To remove an embed card:
- Click the card or select it in the editor.
- Use the delete or backspace key to remove it.
- Optionally replace it with another link or card.
Deleting a card in ClickUp does not affect the original content on the external site. It only removes the preview from your task or Doc.
Tips for using ClickUp embed cards effectively
Embed cards are most helpful when they are organized and clearly labeled within your ClickUp workspace. Consider these best practices:
- Group related cards together: In a project Doc, group cards for designs, specs, and assets into their own sections.
- Use headings with ClickUp keywords: Add descriptive headings above each card so teammates can quickly scan the page.
- Keep context close: Add a sentence or bullet list above each card to explain why the link is important.
- Avoid clutter: Use embed cards for the most important links and keep less critical links as plain text.
Well-structured cards can transform a task or Doc into a command center for your project without leaving ClickUp.
Troubleshooting ClickUp embed cards
If a link does not become an embed card, consider the following checks:
- Confirm that the service or site is supported by ClickUp embedding.
- Make sure the content is publicly accessible or properly shared.
- Try pasting the link again or refreshing the page.
- Verify that your browser or workspace permissions allow embeds.
When issues persist, refer to the official ClickUp help documentation on embed cards for the latest troubleshooting guidance.
More ClickUp resources
For complete details, supported services, and current limitations, review the official article on embed cards on the ClickUp Help Center: Embed cards in ClickUp.
If you want expert assistance setting up workflows, documentation, or SEO-optimized content around your workspace, you can learn more at Consultevo, a consulting site focused on digital operations and optimization.
By taking advantage of embed cards, you can keep key resources visible inside ClickUp, reduce context switching, and create more powerful, connected documents and tasks for your entire team.
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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