How to Use ClickUp with Microsoft 365 and Google Workspace

ClickUp can bring together tasks, documents, and collaboration from Microsoft 365 and Google Workspace in one organized hub, helping you simplify how your team works every day.

This how-to guide walks you through setting up your workspace, connecting tools, and building simple workflows inspired by the comparison between Microsoft Office 365 and Google Workspace.

Step 1: Decide How ClickUp Fits Your Tool Stack

Before you start creating spaces and tasks, clarify how your existing tools will work with your new productivity hub.

1. List the tools you rely on most (Word, Excel, PowerPoint, Outlook, Gmail, Google Docs, Google Sheets, etc.).

2. Group them by purpose:

   • Communication: Outlook, Gmail, Teams, Meet
   • Content creation: Word, Docs, Excel, Sheets, PowerPoint, Slides
   • Storage and sharing: OneDrive, SharePoint, Google Drive

3. Define ClickUp’s role as the place where work is planned, tracked, and documented while Microsoft 365 or Google Workspace stay as creation and communication layers.

This alignment mirrors how organizations compare cloud suites: instead of replacing everything at once, you centralize visibility and use your existing licenses more effectively.

Step 2: Plan Your ClickUp Hierarchy

A clear structure makes it easier to connect files, meetings, and emails from different suites into one view.

1. Create Workspaces based on your company or business units.

2. Define Spaces to match major departments or portfolios, such as:

   • Marketing
   • Sales
   • Product
   • Operations
   • HR and Admin

3. Use Folders to mirror how teams store docs in OneDrive or Google Drive. For example:

   • Marketing > Campaigns 2026
   • Sales > Enterprise Accounts

4. Create Lists that act as project or process containers, such as:

   • Q1 Product Launch
   • Website Redesign
   • Onboarding Checklist

By matching your existing Microsoft 365 or Google Workspace folder logic inside ClickUp, you reduce friction for new users and make it easier to link documents and emails later.

Step 3: Build Core ClickUp Views for Daily Work

Once the hierarchy is in place, configure views that resemble familiar Office or Google apps while offering more visibility.

Use ClickUp List View for Task Management

1. Open a List in your project or process.

2. Add columns (Custom Fields) for:

   • Owner
   • Priority
   • Due date
   • Status
   • Related document link (Word, Docs, etc.)

3. Filter or sort by due date or assignee so it feels similar to sorting rows in Excel or Google Sheets.

Use ClickUp Board View for Team Collaboration

1. Switch to Board view for the same List.

2. Group cards by Status (To Do, In Progress, Review, Done).

3. Encourage teams used to Kanban boards or Planner-style boards to manage all work here instead of scattered email threads.

Use ClickUp Calendar View for Scheduling

1. Add a Calendar view to your List or Space.

2. Display tasks by start date or due date.

3. Use this view to coordinate with Outlook or Google Calendar events, ensuring tasks line up with key meetings and deadlines.

Step 4: Connect Documents from Microsoft 365 or Google Workspace

Your teams may prefer different document tools, but all files should tie back to one system of record for work. You can use ClickUp as that center while keeping files where they already live.

Attach Cloud Documents to ClickUp Tasks

1. Create or open a task in the relevant List.

2. Use the attachment or link option to add:

   • Microsoft Word, Excel, or PowerPoint files from OneDrive or SharePoint
   • Google Docs, Sheets, or Slides from Google Drive

3. Name the task clearly, for example: “Draft proposal – ACME Corp (Word)” or “Campaign Plan – Spring (Google Docs).”

This lets stakeholders track progress in ClickUp while still editing content in their preferred suite.

Create ClickUp Docs for Central Knowledge

1. From any Space, create a Doc for recurring or reference content, such as:

   • Project brief templates
   • Meeting agendas
   • Standard operating procedures

2. Link out to deeper materials stored in OneDrive, SharePoint, or Google Drive when needed.

3. Use Docs as a neutral, shared format when your team is split between Microsoft 365 and Google Workspace tools.

Step 5: Align Email and Meetings with ClickUp

Email and calendar tools are usually the stickiest part of either suite, but you can still consolidate work and decisions in a single place.

Turn Email Threads into ClickUp Tasks

1. Whenever an Outlook or Gmail thread clearly turns into action items, capture it as a task.

2. Include in the task:

   • Summary of the request or decision
   • Key details from the email
   • Due dates and responsible owners

3. Paste the original email URL or copy the conversation into the task description for reference.

Instead of digging through inboxes in Microsoft 365 or Google Workspace, your team sees an actionable record in one place.

Connect Meetings to ClickUp Tasks and Docs

1. When you schedule a meeting in Outlook or Google Calendar, create or link a task for that meeting.

2. Create a ClickUp Doc for the agenda and drop the link in the calendar invite.

3. After the meeting, use comments and subtasks for action items so they stay tied to the original agenda and project.

Step 6: Use ClickUp to Compare and Standardize Processes

Many organizations keep both Microsoft 365 and Google Workspace for different teams. A central work platform helps compare performance and unify workflows.

1. Document standard processes (e.g., content approvals, sales proposals, onboarding) in Space-level Docs.

2. Create templates for recurring work, such as:

   • Campaign List templates
   • Client implementation checklists
   • Release management workflows

3. Measure timelines with ClickUp views and reports to see how long projects take regardless of which document suite was used.

Because all tasks and timelines are inside a single tool, it becomes easier to see whether teams using Microsoft 365 or Google Workspace are more efficient, and where you can optimize.

Step 7: Onboard Your Team into ClickUp

Successful adoption is about guiding people from their familiar apps into a more visible, structured environment.

Introduce ClickUp with Practical Examples

1. Show how a current project is scattered across Outlook, Teams, Gmail, Meet, and shared drives.

2. Demonstrate the same project in ClickUp, with tasks, Docs, and file links in a single Space.

3. Highlight simple daily views, such as “My Tasks” and Calendar, so users see exactly what to do each day.

Set Team Expectations

• Decide that all new work requests become tasks, not just emails.

• Require that major documents are linked to tasks or Docs.

• Use comments and task statuses to reduce long email chains.

By reinforcing these habits, you turn ClickUp into the central nervous system for work while still benefiting from the strengths of each suite.

Learn More About Microsoft 365 vs Google Workspace

If you want deeper context on how the two major suites compare on pricing, features, and collaboration, review the detailed analysis in this article: Microsoft Office 365 vs Google Workspace. Use that comparison to decide how strongly you’ll lean on each platform while using ClickUp as your operational hub.

Next Steps and Helpful Resources

To continue improving your setup and overall digital strategy, you may want expert help aligning productivity tools, SEO, and automation. A consulting partner like Consultevo can help you design workflows, integrations, and documentation around your chosen stack.

By following the steps above, you can connect Microsoft 365 and Google Workspace into one clear, trackable system of work, using ClickUp to centralize projects, documents, and collaboration without forcing your team to abandon the tools they know.

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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