Create docs, wikis, and knowledge bases anywhere in ClickUp. Each doc is flexible, sharable, and can contain an unlimited number of pages. Mention team members and even create tasks from within the doc to keep everyone aligned!

How to add a Doc

There are multiple ways to add Docs in ClickUp! Docs can either be attached to a location (List, Folder, Space, Workspace) or they can be on their own.


Workspaces on our Free Forever Plan can only create Docs that are attached to views. New Docs created in Docs Home will be added to Everything view.

  • Making Docs private and sharing with others is an Unlimited Plan feature

  • Personal views are a Business Plan feature

Learn more about our plans!


Option 1: Docs Home

Docs Home is located on your lefthand sidebar. Here, any new Doc you create will be private by default and not attached to any location.


However, you can customize sharing to share with individual people, or you can attach your Docs to views.


When you choose to attach Docs to views, sharing is inherited from that view. For example, if a List has 5 people in it, then your Doc attached to that List will also have those same 5 people.


Docs are organized here by category:

  • All

  • Assigned to me: you have unresolved assigned comments

  • Shared: you and other people have access

  • Private: personal Docs managed by you

To add a new Doc from your Doc Home:

  1. Make sure that the Docs Home ClickApp is enabled.

  2. Click + Add New

  3. A modal will reveal a new doc for you to start working on!

Option 2: Doc View

When you're on any List, Space, or Folder level in your Workspace, you can create a Doc view. Doing this will always attach that Doc to the view on that specific level of the hierarchy.

  1. Click the + View

  2. Scroll to Page Views

  3. Select Doc

Docs added to views will always inherit sharing from the location that it's attached to.

Arrow pointing to a plus View option

Note: When a Doc view is deleted, the Doc itself is also deleted. You can restore the deleted view from the Trash to recover the Doc as well.


Option 3: Task View
Spin up a new Doc when you're in the midst of working on a task. Docs created here will be attached to your task and appear in your Docs Home for easy access.

  1. Open a task

  2. Click Add in the Attachments OR the Doc icon in the comments

  3. Create your Doc!

Gif showing how to create a Doc in a task

You can also add a Doc to your task description by using /doc slash command!


Note: When a task with an attached Doc is deleted, the Doc itself is also deleted. You can restore the deleted task from the Trash to recover the attached Doc.


Option 4: Quick Create

Quickly create a Doc from anywhere in your Workspace that will live comfortably in your Docs Home until you're ready to share or attach it to a view.

  1. Click the button in the bottom right hand corner of your Workspace

  2. Select the Doc icon

  3. Create your Doc!

Pro tip: you can pin the Doc icon to skip a click!

Arrow pointing to a plus Task button and the New Doc option

How to add and nest pages

  1. While viewing a Doc, click + Add Page from the sidebar.

  2. Give your page a title

  3. Drag the page under another page (or use the Add page inside option) to start nesting

  4. Expand and collapse nested pages with the caret beside the parent page

Gif showing how to create and nest pages

Want to move a page from one Doc to another? Click the ... menu from the Docs sidebar to quickly move anywhere!

Page identifiers

Give your Doc pages visual identifiers by selecting avatars and/or emojis for each one! Click the page icon from your Doc sidebar or within the page itself and toggle between emojis and avatars to find the perfect page identifier. When added, Doc page icons will display alongside the page name anywhere it's mentioned to help easily identify your content!

Arrow showing where to add an icon that shows next to page titles

Customization Options

Once your Doc has been created, you have a ton of rich text editing options at your disposal to make the perfect Doc!

This includes creating headers, banners, embedding media, and more!

Pro tip: once you add headers to your Doc, you can use the /tc slash command to create a table of contents! This is perfect for formatting your ideas clearly, and it helps keep longer Docs and SOPs organized!

A screenshot showing a table of contents within a Doc.

Doc History

If you make unwanted edits to your Doc, or if you simply prefer an older version of that Doc, we've got you covered with Doc History!

With Doc History, you can restore a previous version of your Doc. To do so, click into the ellipses menu next to "Comments", and select "History".

Ellipses menu showing the Doc History dropdown option.

From there, you will see a record of previous saves. Any differences between your current Doc and that saved version will be highlighted.

To restore that version, just click on the clock icon on the far right!

Sharing & Permission options

You can share Docs with:

  • Everyone in the Workspace

  • Specific people

  • Specific tasks or locations

  • Share Docs publicly

Sharing Docs

  1. Open Docs Home and click on Add to location OR open a Doc and click on the Share button

  2. Select your sharing preferences

  3. Click Save

Be sure to check out these more detailed instructions about sharing Docs.

Share a doc publicly

  1. Open Docs Home and click on Add to location OR open a Doc and click on the Share button

  2. Click on the Public via web toggle

  3. Click on the Copy public link button to share your Doc with the world!

  4. Set link expiration, allow search engines to include the link in search results, and copy the embed code from the advanced settings section

Share a doc publicly from a Doc view:

  1. Click on the view settings ellipsis and select Share via link OR click on the Sharing & Permissions button

  2. Click on the Public via web toggle

  3. Click on the Copy public link button to share your Doc with the world!

  4. Set link expiration, allow search engines to include the link in search results, and copy the embed code from the advanced settings section

How to Import & Export Docs

Easily download your ClickUp Doc pages as PDF, Markdown, and even HTML files! Plus, you can import Docs using Markdown and HTML.

Filetypes supported:

  • HTML

  • PDF (Export only)

  • Markdown

Gif showing how to export a Doc page or all pages

Note: Downloads are also available for public Doc pages in PDF, Markdown, and HTML format.


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