Use your Sidebar to manage your Docs inside the ClickUp hierarchy. Add key Docs to your Sidebar inside Spaces and Folders next to Lists.
Get more organized by creating and applying custom Doc tags. Categorize Docs using Doc tags then filter to easily find information.
You can also use both methods so your team can find important info quickly, no matter how they search for it!
What you'll need
You can add Docs to Sidebar on any ClickUp Plan
Unlimited Doc tags are available on our Business Plus Plan and Enterprise Plan
100 uses of Doc tags are included on the Free Forever, Unlimited, and Business Plans
Guests can add or remove tags from a Doc, but they can't create, edit, or delete Doc tags
Guests can only use Workspace Doc tags
Guests can't add, move, or remove Docs to and from Sidebar
Doc tag actions that count as uses:
Creating a tag
Adding a tag to a Doc
Removing a tag from a Doc
Deleting a tag
Organize Docs in Sidebar
Many organizations share a Workspace and make a Folder for each team or department. But what about the info used by everyone, like company-wide documents or policies and procedures?
Add a Doc to a Space or Folder to display it next to any List in that location. After you add a Doc to your Sidebar you can click and drag to move it to any location in your Workspace.
Add Docs to Folders
You can use Folders to group similar Docs together.
Open Doc Settings from the Doc you're adding to the Folder
Select Add to
Search or navigate to the Folder. If you don't have an existing Folder, create a new one
Click the box to add the Doc to the Folder
Create Docs in Folders
You can also create new Docs from Folders.
Click the + icon next to the Folder
Select New Doc
Open the new Doc and add some valuable info for your team
Organize Docs with Doc tags
The quickest way to create a Doc tag:
Click the tags icon at the top-right of a Doc
Enter the name of your new Doc tag
A color is automatically chosen. To choose a different color open the color menu and click the color circle to the bottom-right.
Tip: To customize your color even more click the dropper icon at the bottom of the color modal.
You can also create Doc tags from the Docs Settings menu or from Docs Home.
After you create a group of Doc tags, you're ready to use them to organize your Docs!
Search for Docs with Doc tags
You can use Doc tags to find your Docs.
To search using multiple filters:
In Sidebar click Docs to expand the Docs menu to use the Doc tags search filter
Click the Show filter to set your tag filter preferences
Sort by All, Private, or Workspace types of tags
Order tags by most used or alphabetically
Find Docs that contain any or all of the tags you're filtering for
For a quick search click one or more of the tags to the right of the Show filter to find all Docs that tag is applied to.
Can't find the tag you're looking for? Click View all to search, filter, and sort all Doc tags.
Want to learn more?