How to Use Embed View in ClickUp
The Embed view in ClickUp lets you display external content such as websites, videos, dashboards, and other web apps directly inside your workspace, so your team can work with everything in one place.
This how-to guide explains how to add, configure, and manage an Embed view, along with tips for working with supported content and sharing options.
What the ClickUp Embed View Can Do
The Embed view in ClickUp allows you to display content from many external tools without leaving your tasks or Spaces. You can embed items like:
- Websites and web apps
- Forms, surveys, and sign-up pages
- Reports and dashboards from compatible tools
- Videos or media players that support embedding
Using an Embed view, your team can access reference material, live dashboards, or other resources right alongside tasks, documents, and lists.
How to Add an Embed View in ClickUp
You can create an Embed view at almost any level of your ClickUp hierarchy, including Spaces, Folders, and Lists.
Step 1: Open the location for your ClickUp view
- In ClickUp, navigate to the Space, Folder, or List where you want to add the Embed view.
- Make sure you have permission to create views in that location.
Step 2: Create a new ClickUp Embed view
- At the top of your screen, locate the view bar where existing views (such as List or Board) are displayed.
- Click the + View button.
- In the view selection panel, choose Embed.
- Give the new view a clear name that describes the content you will embed.
- Click Add view to create it.
After you add the Embed view, a configuration panel appears where you can enter the content you want to display.
How to Configure an Embed View in ClickUp
Once the new view is created, you need to provide the URL or code needed for the Embed view to display your content correctly.
Step 3: Add the URL or embed content
- In the Embed view, locate the field where you can paste a URL or embedding code.
- Copy the share or embed URL from the external tool you want to display.
- Paste the URL into the configuration field in your ClickUp Embed view.
- Save or confirm your changes so the content loads within the view.
Some tools generate an embed code (often using an <iframe>). If supported, use the direct share or public URL rather than full HTML code, following the instructions from the tool you are embedding.
Step 4: Adjust ClickUp Embed view settings
Depending on the version and configuration of your workspace, the Embed view may include additional options such as:
- Renaming the view
- Reordering where the view appears on the view bar
- Choosing who can see or manage the view, when available
Use these options to keep your ClickUp Embed view organized and accessible for the right team members.
Supported Content Types in ClickUp Embed View
The Embed view in ClickUp works best with web-based tools that allow their content to be displayed inside another application.
Common types of content to embed
- Public or shareable URLs for dashboards and reports
- Web-based tools that support being opened within an iframe
- Forms and surveys that provide a link for sharing
- Instructional pages or documentation hosted on the web
To verify whether something can be displayed inside a ClickUp Embed view, check the external tool’s sharing or embedding documentation.
Limitations of ClickUp Embed view
Some websites or tools may block embedding for security or policy reasons. When this happens, the content may not load in your Embed view, or you may see an error message from the external service. In these situations, check whether the service offers a specific embedding option or public sharing URL.
How to Use and Navigate an Embed View in ClickUp
After you add and configure the Embed view, you can use it like any other view in ClickUp and switch between it and other views in the same location.
Switching between ClickUp views
- Use the view bar at the top of your Space, Folder, or List.
- Click your Embed view to open the embedded content.
- Click another view type (such as List or Board) to return to your standard task views.
The embedded content is interactive, based on what the source tool allows. You may be able to scroll, click, and work directly in the embedded app without leaving ClickUp.
Tips for organizing ClickUp Embed views
- Pin frequently used Embed views so they are always visible in the view bar.
- Use descriptive names, such as “Team Dashboard” or “Client Report Embed”.
- Group related views together by dragging them into a logical order.
Sharing and Permissions for ClickUp Embed Views
Embed views follow the same general sharing model as other views in ClickUp, which means visibility and access are based on the Space, Folder, or List where the view lives.
Understanding access in ClickUp
- If a user can access the location (Space, Folder, or List), they can typically see its views, including the Embed view.
- Access to the external content still depends on the permissions set in the embedded tool.
- If the external tool requires a login, each user may need their own account there, even when viewing it through ClickUp.
For public or shared URLs, anyone who can open the Embed view in ClickUp and who has access to the link should be able to see the embedded content.
Best Practices for ClickUp Embed View Setup
Using the Embed view effectively helps keep your processes connected and your team focused.
Suggested uses for ClickUp Embed views
- Embed analytics dashboards your team checks daily.
- Display client-facing status reports for quick reference.
- Show documentation or FAQs used during support workflows.
- Include training or onboarding materials next to related tasks.
Configuration tips
- Test the URL in a regular browser window before adding it into ClickUp.
- Use publicly shareable links where possible to reduce access issues.
- Review how the embedded content looks at different screen sizes inside ClickUp.
Learn More About ClickUp Embed View
For the most accurate, up-to-date details about supported content, technical limitations, and any recent changes to the Embed view, refer to the official documentation.
- Official ClickUp Embed view help center article: Embed view in ClickUp
If you need additional guidance on setting up or optimizing your workspace, you can also explore expert resources such as Consultevo for consulting and workflow advice.
By using the Embed view in ClickUp thoughtfully, you can centralize critical information, reduce app switching, and keep your team focused on the work that matters most.
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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