How to Use Microsoft SharePoint with ClickUp

The Microsoft SharePoint integration lets you connect your document libraries directly to ClickUp so your team can attach, preview, and manage SharePoint files from tasks without leaving your workspace.

This step-by-step guide explains how the integration works, how to set it up, and how to control access using SharePoint permissions and ClickUp sharing options.

What the Microsoft SharePoint and ClickUp Integration Does

With this integration, people in your workspace can attach SharePoint files and folders to tasks and view file details alongside other work. The integration uses Microsoft single sign-on, so each person keeps their own level of access.

Key things to know:

• Each person connects their own Microsoft account to ClickUp.
• Access to files is controlled by the user’s SharePoint permissions.
• Removing access in SharePoint immediately affects access inside ClickUp.

Requirements for Using SharePoint in ClickUp

Before connecting SharePoint, make sure your setup meets these requirements.

Supported Microsoft Accounts

This integration supports:

• Microsoft work accounts
• Microsoft school accounts

Personal Microsoft accounts are not supported. Anyone who wants to use SharePoint files in ClickUp must sign in with an eligible work or school account.

Microsoft Permissions Needed

When a person connects their Microsoft account, they grant ClickUp permission to:

• Read the person’s files and file properties
• Access drive items that are shared with the person
• Display files and folders in the attachment picker

These permissions allow ClickUp to show a list of SharePoint items so people can select and attach them to tasks. Only items the person is allowed to see in SharePoint will show.

How to Connect Microsoft SharePoint to ClickUp

Each user connects their own account. Workspace owners do not connect on behalf of everyone else.

Step 1: Open a Task in ClickUp

1. Sign in to your workspace.
2. Open any task where you want to attach a SharePoint file.
3. Scroll to the attachments section of the task.

Step 2: Start the SharePoint Attachment Flow

1. In the attachment area, choose the option to attach a file from another platform.
2. Select Microsoft SharePoint from the list of integrations.

If you have not connected Microsoft yet, ClickUp will prompt you to sign in.

Step 3: Sign in with Your Microsoft Account

1. In the Microsoft sign-in window, enter the email address for your work or school account.
2. Complete any additional verification steps required by your organization.
3. Review the permissions requested.
4. Select Accept to grant access.

After you accept, ClickUp will link your Microsoft account so you can browse and attach SharePoint items.

Step 4: Choose SharePoint Files in ClickUp

1. Return to the task attachments area.
2. Open the Microsoft SharePoint picker.
3. Browse or search your available files and folders.
4. Select the items you want to attach.
5. Confirm to add them to the task.

The selected SharePoint items now appear in the task’s attachments list inside ClickUp.

How Access and Permissions Work Between SharePoint and ClickUp

ClickUp does not change file permissions in SharePoint. Instead, it respects the access level granted to each person by Microsoft.

Individual User Access

When someone opens a task with SharePoint attachments:

• ClickUp checks their Microsoft account access.
• If they have permissions in SharePoint, they can open the file from the task.
• If they do not have permissions, they will not be able to access the file.

This means attaching a file to a task does not automatically give new people access. They still need permission in SharePoint itself.

SharePoint Permissions Control

SharePoint remains the single source of truth for document access. You can:

• Use SharePoint sharing links and groups as usual.
• Remove someone’s access in SharePoint at any time.
• Rely on Microsoft security and governance policies.

As soon as access is changed in SharePoint, the change is reflected when that person tries to open the file from ClickUp.

ClickUp Sharing and Visibility

ClickUp controls who can see the task and its attachments area, but not the underlying SharePoint rights. For example:

• You can share a task with a guest or teammate.
• They may see that a SharePoint file is attached.
• If they do not have permission in SharePoint, the file will not open for them.

This combination lets you coordinate work in ClickUp while still enforcing file security with Microsoft.

Managing the SharePoint Connection in ClickUp

Each person can manage their own integration connection.

Disconnecting Your Microsoft Account

If you no longer want to use SharePoint inside ClickUp:

1. Open your ClickUp account settings.
2. Go to the integrations or connected apps section.
3. Find the Microsoft SharePoint connection.
4. Select the option to disconnect or revoke access.

After disconnecting, you will no longer be able to attach new SharePoint files until you reconnect. Existing attachments may still display, but you will not be able to open them without access.

Best Practices for SharePoint and ClickUp

To get the most from this integration, combine SharePoint structure with ClickUp workflows.

• Organize documents in SharePoint libraries and folders first.
• Attach only the most relevant files to each task.
• Use task comments to discuss attached SharePoint documents.
• Keep sensitive files restricted with SharePoint permissions.

For teams looking to optimize workspace structure, process design, and integrations, you can explore additional guidance and services at Consultevo.

Where to Learn More About the Official Integration

For the authoritative, always up-to-date product documentation about Microsoft SharePoint and ClickUp, visit the official help center article: Microsoft SharePoint integration.

Use that article alongside this how-to guide to ensure you follow current requirements, permissions details, and any new capabilities introduced to the SharePoint and ClickUp integration.

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