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.

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. 

Note: Free plans can only create Docs that are attached to views. 

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. Click + Add Document 
  2. A modal will reveal a new doc fo 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 this view.

  1. Click the + View   
  2. Select Page Views  
  3. Choose Doc  

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

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! 

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 +  in the bottom righthand corner of your Workspace
  2. Select the Doc icon
  3. Create your Doc!

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 carrot beside the parent page

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

Sharing & Permission options 

  1. While in the Docs Home, click the share icon on any Doc
  2. You will be presented with a few options depending on what plan you are on:
    - Private: only be visible to you
    - Shared: share with all team members by default - clicking on share with individual people  will give you the option to customize who has access and their permission level
    - Shared with location: attach to a location as a Doc view - all users with access to that location will get access to the Doc

How to share a Doc publicly from a Doc view

Docs and pages are publicly sharable! Create a public link to give anyone access with the permissions you choose. 

Sharing:

  • Share all Docs in a view from the ...  menu in your Views toolbar 
  • Share select pages from the ...  menu in the Docs sidebar (beneath PAGES )
  • Toggle the  Share via link  switch to create sharable links
    - Private link: Only ClickUp Workspace members will be able to visit
    - Public link: Read below

Sharing a Doc with Google:

  • Share Doc with Google: This allows docs to be indexed by Google and other search engines. Your doc may then be found by anyone with access to Google's search!
  • Only share with people you give the link to: By default, when this toggle is flipped on, only people with the unique link will be able to access the doc, but search engines won't see it.

How to Import & Export Docs

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

Filetypes supported:

  • HTML
  • PDF (Export only)
  • Markdown

To get started, click the download button (shown below) on any Doc!

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

How to set personal Doc Views

Available on paid plans only, the Personal view  option makes the doc only visible to you. 

  1. Open the dropdown menu from the ...  
  2. Flip the toggle for Personal view  
  3. Choose whether to hide this doc from everyone or create your own personal copy that you can modify without worrying about others snooping around

What you can do with a Doc

Mention Docs

Just like you can @ mention users, use @@  to mention tasks and @@@  to mention Docs! This can be done within a Doc itself or in a task or comment. 

Preview with the Docs Modal 

Preview Docs from anywhere in ClickUp with a Doc mention. This is similar to a task mention in that a preview of your Doc is embedded anywhere it is mentioned. 

Create Assigned Comments & New Tasks

Select any text in your Doc to turn it into an assigned comment or new task. Once a comment is added, any replies will be threaded within the Doc.  

Word Count

If you're trying to meet a certain word count or simply curious, now you can easily see how many words you're at from the ...  menu in any Doc!

Buttons

Want to make your public Docs look more official? Instead of plain links, add stylized buttons to fit your branding using the /slash command button!

Embed Lists

Add List views inside of your Docs (and task descriptions) to insert databases of any kind! 

  • Use the /slash command list 
  • Paste a public link
  • Paste an internal link

When a Doc is shared publicly, only public List views will be shown publicly.

Sticky formatting toolbar

Customize your editing experience and save time formatting by pinning the toolbar! For those who always want to see your options, pin them to the top for easy access. 

Have suggestions for Docs? We'd love to hear about them here!

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