Let's put you in complete control of who sees what, what permissions they have, and who gets added to your Workspace.

This guide has step by step instructions to set privacy, permissions, and sharing options for Docs and Pages in ClickUp.

Docs

Skip ahead to read about Pages

You can share Docs with:

  • Everyone in the Workspace (does not include guests)

  • Specific people and Teams, including guests

  • Specific tasks or locations

You can also:

  • Export the Doc

  • Share publicly

Animation showing the options available on the Doc sharing modal

Share with the Workspace

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

  2. Click on the Workspace toggle to make this doc accessible to everyone in your Workspace

Screenshot of the sharing modal highlighting the option to share with the Workspace

Pro tip: Copy the Internal link to share it with your team!

Share with specific people

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

  2. Type the name of the person or Team you want to share the Doc with

  3. Click on the permissions button to set their permissions

  4. Click on the Share toggle, which immediately shares the Doc

  5. Click Save

Screenshot of the sharing modal showing how to invite a user and customize their permissions

Invite new people

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

  2. Invite people by entering one or more complete email addresses

  3. Choose to invite them as a Guest or Member using the user role button on the left

  4. Set their permissions using the permissions button on the right

  5. Click Invite

The user will receive an email shortly inviting them to join your Workspace!

Screenshot showing how to invite a new guest by entering their email address

Share with specific tasks

Docs shared with tasks will be added as an attachment to the task.

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

  2. Click on Select task or location

  3. Choose to share the Doc with a task

  4. Search or Browse to pick a task

Screenshot of the sharing modal highlighting the option to share a Doc with a task

Update or remove a doc attached to a task

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

  2. Click on the task name where the Doc is currently shared

  3. Choose a new task to attach the Doc to OR add it as a Doc view to a location

  4. Click remove from task

Screenshot of the sharing modal highlighting the option to remove a Doc from a task

Share with specific locations

Docs shared with a location will be added as a Doc view to the Space, Folder, or List.

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

  2. Click on Select task or location

  3. Choose to share the Doc with a location

  4. Search or Browse to pick a Space, Folder, or List

Pro tip: Pick Select all to create a doc view at the Everything level!

Screenshot of the sharing modal highlighting the option to share a Doc with a location

Update or Remove a Doc view

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

  2. Click on the location name where the Doc is currently shared

  3. Move the Doc view to a new Space, Folder, or List OR attach it to a task

  4. Click remove location

Screenshot of the sharing modal highlighting the option to remove a Doc from a location

Export a Doc

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

  2. Click on the Export button

  3. Select your preferred file format: PDF, HTML, Markdown

  4. Click Export

Screenshot of the sharing modal highlighting the option to export a Doc and the formats available

Share 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

Screenshot of the sharing modal highlighting the toggle to share publicly via web and the advanced settings available

Pages

Skip back to read about Docs

You can also use similar Sharing options with individual Pages:

  • With Workspace members using the Internal link

  • Export the Page

  • Share publicly

Pro tip: Click on Share this Doc to share the entire Doc using the options listed above!

Note: Pages always inherit permissions from the Doc they live in

Share Pages publicly

  1. Open a Doc, click on the Page settings ellipsis in the sidebar and click Share OR click on Share Page at the top of the Page

  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

Screenshot of the sharing modal highlighting the toggle to share publicly via web and the advanced settings available

Export a Page

  1. Open a Doc, click on the Page settings ellipsis in the sidebar and click Share OR click on Share Page at the top of the Page

  2. Click on the Export button

  3. Select your preferred file format: PDF, HTML, Markdown

  4. Choose to export just this page or all pages

  5. Click Export

Screenshot of the sharing modal highlighting the option to export pages and the formats and option to include just this page or all pages


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