OneNote | Integrations

onenote

Neta

February 21, 2018

Molnár Róbert

Create ClickUp tasks directly from OneNote (without two-way sync)

Tadej Jevševar

Hey everyone — Tadej here, PM for Integrations at ClickUp!

Thanks for sharing your thoughts on a OneNote integration. I’ve read your feedback closely and want to clarify our current options—and learn what’s most important to you.

What’s possible today:

You can connect the two using automation tools like Zapier or Make.com – sync new notes to tasks, or add updates as notes

Your feedback needed

I’ve noticed that the most common request here is for OneNote embedding in ClickUp. To help us understand how we could solve that—let’s focus on one feature at a time.

What feature would solve the biggest problem for you?

Support for OneNote embeds in ClickUp (view-only)

Example: You paste a OneNote page into a ClickUp Doc or task and see it as an interactive embed—like Google Drive embeds—without needing to switch apps.

Support for ClickUp task link previews in OneNote

Example: When you paste a ClickUp task link into OneNote, it shows a rich preview (title, status, due date) instead of just a plain URL.

Create ClickUp tasks directly from OneNote (without two-way sync)

Example: Highlight text or tag an action item in OneNote, and click “Create Task” to send it into ClickUp—simple and direct.

Let me know which one you’d vote for—or if there’s a different feature missing on this list. Your choice will help us prioritize the most valuable feature to focus on first. Thanks!

Tadej Jevševar I want to transfer/migrate all the notebooks with their section inside ClickUp and use only one tool because I have documented many projects, meeting notes, etc.

Tadej Jevševar

CD: Thanks! If we would have a simple way for you to import all your OneNotes into ClickUp Docs, would that work? Any specific structure you have in your OneNotes?

Tadej Jevševar , Yes, thank you for your question. I have a big notebooks > multiple projects = sections (OneNote) > pages (each one represents a notebook topic or a group of topics inside that project) that are also in a scale group. What will be the easy way to find them after, update them, and link them to a task, meeting, etc.? Thank you!

I also forgot to mention that I'm using these sections like folders and subfolders, and inside these sections, I also have graphs or pictures. I hope that helps. Please let me know if you have any questions in the future.

Mike Fleming

Tadej Jevševar I'd definitely like to create ClickUp tasks directly from OneNote. Could be with or without two-way sync, but it would be great to have the task-adding functionality.

Janelle Lieberher

Tadej Jevševar I love Clickup for overalll management of my accounts - however the formatting in OneNote is much cleaner and user friendly than Clickup Docs for meeting notes.   If I do need to continue to use OneNote for client meeting notes - can I link the OneNote page cleanly into Clickup? 
I have exported tables that are part of my meeting notes (excel) and they don't paste cleanly in to Clickup for view during meeting notes
I have found if I use OneNote then paste into Google Docs then paste into Clickup - it saves the formatting - but that is way too many steps for this.  And it is still clunky.  Thanks!

Natalie Sandford

I would like to be able to create automation(s) that will do the following:

Create a OneNote file every time a new Doc is created in ClickUp
Sync the OneNote file with the Doc in ClickUp, so that no matter where you make a change the two resources are kept in sync.
If bi-directional syncing is not possible, then at least pushing updates from a CU Doc, will also update the OneNote file.

I expect this should be relatively easy inasmuch as 'pages' in a CU Doc can represent 'Sections' (first level page in Doc) in OneNote and 'pages' below first level pages in the Doc become pages in the related 'Section' in OneNote file. In this regard, the two (CU Docs and OneNote) operate fairly similarly.

Ana-Maria Craciun

Is there any updates?

Caleb DeLaurentis

Please, lord Jesus, do this....

Haider Samsara

OneNote integration would be a killer feature, I'm not sure any other SAAS could do it as well as Clickup would

Rebecca Robinson

Adding my agreement with others on integration of OneNote! I love using ClickUp and started using that for all meeting notes, brainstorming, planning, etc... hoping it could be my single source of truth system instead of having things scattered in random files and folders. But my team is using OneNote more and more, so now I have some things in OneNote and some in ClickUp docs. Being able to integrate anything in OneNote with docs in ClickUp and vice versa would be great so I'm not trying to remember where I saved what.

Bienvenida Lee

I would like to be able to have my OneNote action items be brought over to ClickUp.

Is there a timeline on this?

Chris Tuck

I want to migrate from OneNote to ClickUp Docs. I am having a problem coping content from a page in OneNote with images to ClickUp documents. The text will copy but the images will not transfer to ClickUp. Will this feature be coming in the future? It doesn't seem like it would be that difficult to do.

Luke Burrell

Chris Tuck: Same

Chris Tuck

Luke Burrell: I found a work around. Copy your one note with images, past the content to google docs. Then you can copy from google docs to ClickUp and still keep your images.

Kathryn Bosworth

I'd love to be able to create a task from within onenote. Similar to the Outlook integration.

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