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:
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:
Make sure that the Docs Home ClickApp is enabled.
+ Add New
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.
Docs added to views will always inherit sharing from the location that it's attached to.
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.
Open a task
Addin the Attachments OR the Doc icon in the comments
Create your Doc!
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.
Click the button in the bottom right hand corner of your Workspace
Select the Doc icon
Create your Doc!
Pro tip: you can pin the Doc icon to skip a click!
How to add and nest pages
While viewing a Doc, click
+ Add Pagefrom the sidebar.
Give your page a title
Drag the page under another page (or use the
Add page insideoption) to start nesting
Expand and collapse nested pages with the caret 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!
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!
Sharing & Permission options
While in the Docs Home, click the share icon on any Doc
You will be presented with a few options depending on what plan you are on:
- Private: the Doc will only be visible to you. This will prevent anyone else in your Workspace from seeing the Doc.
- Shared: share with all team members by default - clicking on
share with individual peoplewill 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.
Share all Docs in a view from the
...menu in your Views toolbar
Share select pages from the
...menu in the Docs sidebar (beneath
Share via linkswitch 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 Doc pages as PDF, Markdown, and even HTML files! Plus, you can import Docs using Markdown and HTML.
PDF (Export only)
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 view visible only to you.
Open the dropdown menu from the
Flip the toggle for
Choose whether to hide this doc from everyone in the Workspace, or create your own personal copy that you can modify without worrying about others snooping around
What you can do with a Doc
Create or Load a Doc Template
Built a wiki you love? Do your Docs contain content to use again and again? Save it as a template! Load project outlines, meeting notes, syllabi, and more to start drafting right away.
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.
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!
When linking to websites outside ClickUp, you have the option to unfurl additional details for context. Using a Bookmark Card, display your links in a clean box that includes a snippet of text and any available images.
This is a great way to display articles, tweets, or anything from the web in your Docs.
Drag & Drop Blocks
Easily adjust and reorder the block elements in your Docs to create a perfect layout. Simply hover over a Block and grab the handle to the left to reposition the element.
This feature works with:
Multi-Select Text Blocks
Select multiple blocks of text at once by highlighting them all to easily make edits on large groups of text. Perform any of the same actions you want in bulk: drag and drop, duplicate, delete, copy the link or use the
Turn Into feature.
Sticky formatting toolbar
Customize your editing experience and save time formatting by pinning the toolbar for easy access to all rich text editing possibilities! For those who always want to see your options, you can pin them to the top.
If you choose not to pin your editing toolbar, it will be hidden until you highlight any text in a Doc, then it will pop up near your selected text! You can adjust this setting by clicking the pin on the bar itself.
Toggle on full-width mode for any Doc page, so your text expands across the entire width of the page! This is set on a per-page basis, allowing you to switch modes whenever you like.
Want to make your public Docs look more official? Instead of plain links, add stylized buttons to fit your branding using the/
Easily create tables with slash command
/table or by pasting from an Excel/CSV file into ClickUp!
Add List views inside of your Docs (and task descriptions) to insert databases of any kind with the /
Note: when a Doc is shared publicly, only List views that are publicly shared will be shown on the Doc.
Tidy up your Docs the
/Toggle list slash command to avoid information overload by dropping elements into a toggle or adding text directly inside of a toggle.
Plus, you can even nest toggles under each other - perfect for writing wikis where you don't want to show all the information at once, allowing users to drill in!
Table of Contents
Give an outline of what's to come and allow readers to easily jump to any section! Use the
/tc slash command to generate a table of contents from your page headings. Each heading will link to the specific page section, and any edits will automatically show up in the table.
Pages and Subpages
Instead of manually creating new pages or subpages in your Docs, use
/subpage to quickly create new pages! Anywhere you use the /Slash Command in your Doc, your new page will be left as a mention for easy access and backlinking.
Multi-Line Banners & Icons
Add banners to important content callouts using
/banner in any Doc, task description, or comment! Press
enter to create multiple lines of text within a single banner and add an emoji or an icon to your banner for easy identification when you hover over your banner and click the emoji icon near the block menu.
Create a comment from your selected text
Create a task from your selected text
Highlight a text block
Duplicate a text block
Have suggestions for Docs? We'd love to hear about them here!
Want to learn more?