{"article":{"id":6328174371351,"url":"https://clickup.zendesk.com/api/v2/help_center/en-us/articles/6328174371351.json","html_url":"https://help.clickup.com/hc/en-us/articles/6328174371351-Intro-to-Docs","author_id":1914483087205,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":4,"vote_count":8,"upvote_count":6,"downvote_count":2,"section_id":5414415869463,"created_at":"2022-05-25T18:42:48Z","updated_at":"2026-10-28T02:59:09Z","name":"Intro to Docs","title":"Intro to Docs","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-22T22:44:09Z","user_segment_id":null,"permission_group_id":4416814155671,"content_tag_ids":[],"label_names":["Docs","ab_true"],"body":"<p>ClickUp Docs easily integrates with tasks, empowering your team to take action and get work done faster.</p>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/35208766159127\" alt=\"Screenshot of a Doc.\" width=\"420\"></p>\n<h1>What you'll need</h1>\n<ul>\n<li>Docs are available on <a href=\"https://clickup.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">every ClickUp plan</a>.</li>\n<li>Everyone, including <a href=\"https://help.clickup.com/hc/en-us/articles/6310022323991-Guests-overview\" target=\"_blank\" rel=\"noopener noreferrer\">guests</a>, can use Docs.</li>\n</ul>\n<h1>Docs and wikis</h1>\n<p>A wiki is a Doc that's prioritized as the source of truth. Unless specified, anything that applies to Docs also applies to wikis.</p>\n<p>Learn more from our article <a href=\"https://help.clickup.com/hc/en-us/articles/22082137400471-Create-a-wiki\" target=\"_blank\" rel=\"noopener noreferrer\">Create a wiki</a>.</p>\n<h1>Create a Doc</h1>\n<p>You can <a href=\"https://help.clickup.com/hc/en-us/articles/14237365820695-Create-a-Doc\" target=\"_blank\" rel=\"noopener noreferrer\">create a Doc</a> from the Home Sidebar, Spaces Sidebar, Views Bar, location header, toolbar, Docs Hub, from a Doc template, and using /Slash Commands anywhere that allows text.</p>\n<h1>Create a wiki</h1>\n<p>Use wikis to manage knowledge and quickly identify the most up-to-date info. You can <a href=\"https://help.clickup.com/hc/en-us/articles/22082137400471-Create-a-wiki\" target=\"_blank\" rel=\"noopener noreferrer\">create a wiki</a> anywhere a Doc can be created.</p>\n<h1>Docs Hub</h1>\n<p><a href=\"https://help.clickup.com/hc/en-us/articles/14235667017495\" target=\"_blank\" rel=\"noopener noreferrer\">Docs Hub</a> allows you to organize, search, and create Docs from one centralized location.</p>\n<h1>Use Synced Content</h1>\n<p><a href=\"https://help.clickup.com/hc/en-us/articles/42375806482711-Use-Synced-Content\" target=\"_blank\" rel=\"noopener noreferrer\">Create an original synced block once</a> in a Doc or task description, then connect copies wherever the same content is needed. When the original changes, the connected copies update automatically.</p>\n<h1>Find Docs in your Workspace</h1>\n<p>You can search for Docs using the <a href=\"https://help.clickup.com/hc/en-us/articles/6533695640343-Intro-to-Command-Center\" target=\"_blank\" rel=\"noopener noreferrer\">AI Command Bar</a> or <a href=\"https://help.clickup.com/hc/en-us/articles/14235667017495-Docs-Hub\" target=\"_blank\" rel=\"noopener noreferrer\">Docs Hub</a>.</p>\n<ol>\n<li>Open the AI Command Bar:\n<ul>\n<li>Press <strong>Cmd + K</strong> on Mac or <strong>Ctrl + K</strong> on PC.</li>\n<li>In the <a href=\"https://help.clickup.com/hc/en-us/articles/11583054545303-Toolbar-overview\" target=\"_blank\" rel=\"noopener noreferrer\">toolbar</a>, click <strong>Search</strong>.</li>\n<li>From the upper-right corner of the Docs Hub, click <strong>Search Docs</strong>.</li>\n</ul>\n</li>\n<li>Under the search bar, click the <strong>Docs</strong> filter.</li>\n<li>Type the Doc's name or keywords to search for the Doc.</li>\n</ol>\n<h1>Pages</h1>\n<p>Add structure to the content in your Docs using <a href=\"https://help.clickup.com/hc/en-us/articles/6325436135191-Page-Settings-Menu\" target=\"_blank\" rel=\"noopener noreferrer\">pages</a> and subpages. Drag and drop pages to quickly re-order and nest them inside other pages. Add <a href=\"https://help.clickup.com/hc/en-us/articles/6325155474199-Add-cover-images-to-Docs\" target=\"_blank\" rel=\"noopener noreferrer\">cover images</a> and page icons using popular emojis to add flair to your content!</p>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/34712450037015\" alt=\"Screenshot of the page settings menu's add page and add subpage settings.\" width=\"420\"></p>\n<p>Learn more about the <a href=\"https://help.clickup.com/hc/en-us/articles/6325395888023-Format-text-in-Docs\" target=\"_blank\" rel=\"noopener noreferrer\">text formatting</a> available in Docs.</p>\n<h2>Search Pages</h2>\n<p>Find a specific page in your Doc by searching for keywords or phrases.</p>\n<p>To search a Doc with more than one page:</p>\n<ol>\n<li>Open the Doc.\n<ul>\n<li>If the Pages sidebar is not expanded, click <strong>Show pages</strong> in the upper-left corner.</li>\n</ul>\n</li>\n<li>In the Pages sidebar, click the <strong>search</strong> icon at the top.</li>\n<li>Type a keyword or phrase.</li>\n<li>Pages that include the word or phrase will display in the search results.</li>\n</ol>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/14237225418263\" alt=\"Screenshot of someone searching Docs for a specific page using keywords.\" width=\"420\"></p>\n<h1>Use ClickUp Brain AI in Docs</h1>\n<p>AI is available everywhere in ClickUp text can be used.</p>\n<p>Use AI to:</p>\n<ul>\n<li>Find Docs in your Workspace based on your <a href=\"https://help.clickup.com/hc/en-us/articles/20658787666071-Use-AI-from-anywhere-in-ClickUp\" target=\"_blank\" rel=\"noopener noreferrer\">role</a>.</li>\n<li>\n<a href=\"https://help.clickup.com/hc/en-us/articles/14800632845975-Write-with-ClickUp-AI\" target=\"_blank\" rel=\"noopener noreferrer\">Write and edit</a>, <a href=\"https://help.clickup.com/hc/en-us/articles/19953994898711-Create-a-task-or-Doc-with-ClickUp-AI\" target=\"_blank\" rel=\"noopener noreferrer\">create</a>, and <a href=\"https://help.clickup.com/hc/en-us/articles/15173262981015-Summarize-a-Doc-with-ClickUp-AI\" target=\"_blank\" rel=\"noopener noreferrer\">summarize</a> your Docs.</li>\n</ul>\n<p>Take a look at our <a href=\"https://help.clickup.com/hc/en-us/articles/12578085238039-Intro-to-ClickUp-AI\" target=\"_blank\" rel=\"noopener noreferrer\">Intro to ClickUp Brain AI</a> article for more info on purchasing and using AI.</p>\n<h1>Import and export</h1>\n<p><a href=\"https://help.clickup.com/hc/en-us/articles/6325375296407-Import-Docs\" target=\"_blank\" rel=\"noopener noreferrer\">Import</a> your content from other apps into ClickUp Docs to use rich formatting and collaborative editing.</p>\n<p>Take your Docs outside of ClickUp by <a href=\"https://help.clickup.com/hc/en-us/articles/6325383226391-Export-a-Doc\" target=\"_blank\" rel=\"noopener noreferrer\">exporting them</a> into PDF, HTML, or markdown.</p>\n<h1>Comments</h1>\n<p>Add <a href=\"https://help.clickup.com/hc/en-us/articles/6309646134295-Comments-overview\" target=\"_blank\" rel=\"noopener noreferrer\">comments</a> to Docs to collaborate with your team! Ask and answer questions, provide feedback and approval, or suggest content with rich text formatting, embeds, and attachments.</p>\n<p>Doc comments are automatically assigned to <strong>Anyone</strong> or the first person or <a href=\"https://help.clickup.com/hc/en-us/articles/6326036524823-Create-user-groups-with-Teams\" target=\"_blank\" rel=\"noopener noreferrer\">Team</a> that you mention in a comment.</p>\n<h1>Doc cover images</h1>\n<p>You can add images to your Docs by hovering above the Doc title and selecting <strong>Add cover</strong>.</p>\n<p>In the Gallery modal, you can select the <strong>Gallery</strong>, <strong>Upload</strong>, <strong>Link</strong>, or <strong>Search images</strong> tab to add a cover image.</p>\n<p>To reposition or change the cover image:</p>\n<ol>\n<li>Hover over the image and select one of these actions:\n<ul>\n<li>Click <strong>Reposition</strong> and drag the image to reposition it. Click <strong>Save position</strong>.</li>\n<li>Click <strong>Change cover</strong> and select a new image.\n<p><img src=\"https://help.clickup.com/hc/article_attachments/34712450039191\" alt=\"Screenshot of a cover image with the Reposition and Change cover buttons visible.png\" width=\"420\"></p>\n</li>\n</ul>\n</li>\n</ol>\n<h1>Doc tags</h1>\n<p>Create Doc <a href=\"https://help.clickup.com/hc/en-us/articles/6325220185495-Doc-Tags\" target=\"_blank\" rel=\"noopener noreferrer\">tags</a> to filter and find the Docs you're looking for even faster.</p>\n<h1>Doc views</h1>\n<p><a href=\"https://help.clickup.com/hc/en-us/articles/26032576190615-Add-a-view\" target=\"_blank\" rel=\"noopener noreferrer\">Create a Doc view</a> that lives in a specific Hierarchy location. Doc views have the same <a href=\"https://help.clickup.com/hc/en-us/articles/6325333637271-Share-Docs\" target=\"_blank\" rel=\"noopener noreferrer\">privacy and sharing options</a> as Docs.</p>\n<p>Deleting a Doc view will also delete the Doc. To avoid deleting the Doc, move the Doc's location before deleting the view.</p>\n<h1>Share a public Doc view</h1>\n<p><a href=\"https://help.clickup.com/hc/en-us/articles/6309298874775-Public-sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Share a public view</a> with someone outside your Workspace.</p>\n<h1>Share a private Doc view</h1>\n<p class=\"note\">Private view sharing with people in your Workspace is fully available during early access. Future limits may apply.</p>\n<p>There are two ways to <a href=\"https://help.clickup.com/hc/en-us/articles/6310155254039-Create-and-share-a-private-view\" target=\"_blank\" rel=\"noopener noreferrer\">share your private view</a>: by sharing it with others in your Workspace or with a link.</p>\n<h1>Templates</h1>\n<p>Find and create <a href=\"https://help.clickup.com/hc/en-us/articles/6325242385943-Create-Doc-templates\" target=\"_blank\" rel=\"noopener noreferrer\">templates</a> to improve efficiency and keep your Docs consistent.</p>\n<h1>Privacy and sharing</h1>\n<p>Set <a href=\"https://help.clickup.com/hc/en-us/articles/6309225399703-Permissions-overview\" target=\"_blank\" rel=\"noopener noreferrer\">permissions</a> and <a href=\"https://help.clickup.com/hc/en-us/articles/6325333637271-Docs-Privacy-and-Sharing\" target=\"_blank\" rel=\"noopener noreferrer\">share Docs</a> with others in your organization and the world!</p>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/14237269443223\" alt=\"Screenshot of someone sharing a Doc.\" width=\"420\"></p>\n<p>To share a link to a specific page or subpage, click the <strong>ellipsis ...</strong> beside the page in the left sidebar and click <strong>Share</strong>.</p>\n<h2>Copy a Block link</h2>\n<p>You can also <a href=\"https://help.clickup.com/hc/en-us/articles/31672686246807-Content-Blocks\" target=\"_blank\" rel=\"noopener noreferrer\">share links that are connected to specific blocks of text</a> in your Doc.</p>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/37769184967191\" alt=\"Screenshot of the copy block link button.png\" width=\"420\"></p>\n<h1>Relationships</h1>\n<p>Add context and navigate between items quickly by <a href=\"https://help.clickup.com/hc/en-us/articles/6325337447063-Docs-Viewing-and-creating-Relationships\" target=\"_blank\" rel=\"noopener noreferrer\">creating Relationships between Docs and tasks</a>.</p>\n<h1>Protect Docs and pages</h1>\n<p>Users on the Business Plus Plan and above can prevent unwanted changes to pages and Docs by <a href=\"https://help.clickup.com/hc/en-us/articles/6325490714647-Protect-Docs-and-pages\" target=\"_blank\" rel=\"noopener noreferrer\">protecting them</a>.</p>\n<h1>Settings and preferences</h1>\n<p>Learn more about Docs <a href=\"https://help.clickup.com/hc/en-us/articles/6325350577559-Docs-Settings-and-Preferences\" target=\"_blank\" rel=\"noopener noreferrer\">settings and preferences</a>.</p>\n<h1>Archive Docs</h1>\n<p>Done with a Doc, but not ready to delete it? <a href=\"https://help.clickup.com/hc/en-us/articles/6325187970199-Archive-Docs\" target=\"_blank\" rel=\"noopener noreferrer\">Archive it</a> instead!</p>\n<p>While archived Docs are hidden automatically, their information is not deleted. You can unarchive Docs at any time.</p>\n<h1>Add Docs to locations</h1>\n<p>You can <a href=\"https://help.clickup.com/hc/en-us/articles/6325161594775-Add-Docs-to-Sidebar\" target=\"_blank\" rel=\"noopener noreferrer\">add Docs to locations</a> in the Hierarchy for quick access.</p>\n<h1>Add Docs to your favorites</h1>\n<p>From the <a href=\"https://help.clickup.com/hc/en-us/articles/6308862167575-Favorites\" target=\"_blank\" rel=\"noopener noreferrer\">Favorites</a> menu, you can:</p>\n<ul>\n<li>Add a Doc to a <a href=\"https://help.clickup.com/hc/en-us/articles/32855333466903-Create-and-organize-custom-Home-Sidebar-sections\" target=\"_blank\" rel=\"noopener noreferrer\">custom section</a>.</li>\n<li>\n<a href=\"https://help.clickup.com/hc/en-us/articles/33546712691095-Pin-items-to-the-top\" target=\"_blank\" rel=\"noopener noreferrer\">Pin the Doc to the top of your Workspace</a>.</li>\n<li>\n<a href=\"https://help.clickup.com/hc/en-us/articles/6309949834263-Minimize-tasks-to-the-Tray\" target=\"_blank\" rel=\"noopener noreferrer\">Pin the Doc to the bottom of your Workspace</a>.</li>\n</ul>\n<h1>Check page history</h1>\n<p>See the history of changes made to a page or restore previous versions:</p>\n<ol>\n<li>Open a Doc page.</li>\n<li>In the upper-right, click the <strong>ellipsis ...</strong> menu.</li>\n<li>Click <strong>This page</strong>.</li>\n<li>Click <strong>Show page history</strong>.</li>\n</ol>\n<p>You can see a preview of what changes were made, who made them, and the time and date the changes were made.</p>\n<p>To restore a previous version, hover over the version and click the <strong>restore</strong> icon.</p>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/34712450040855\" alt=\"Screenshot highlighting the resotre icon.png\" width=\"420\"></p>\n<h1>Owners and contributors</h1>\n<p>Keep track of Doc ownership by adding owners and contributors:</p>\n<ul>\n<li>\n<strong>Owner</strong>: The person who created a Doc or anyone who has been added as an owner.</li>\n<li>\n<strong>Contributor</strong>: Someone who has either edited the Doc or been added as a contributor. Owners can not be added as contributors.</li>\n</ul>\n<h2>Add an owner</h2>\n<p>People with edit or full permissions can add owners to a Doc.</p>\n<p>To add an owner:</p>\n<ol>\n<li>Open a Doc.</li>\n<li>At the top, click the owner's avatar.</li>\n<li>Click <strong>Add new</strong>.</li>\n<li>Select the person you want to add as an owner.</li>\n</ol>\n<h2>Add a contributor</h2>\n<p>People with edit or full permissions can add contributors to a Doc.</p>\n<p>To add a contributor:</p>\n<ol>\n<li>Open a Doc.</li>\n<li>At the top, click <strong>Contributors</strong>.</li>\n<li>Click <strong>Add new</strong>.</li>\n<li>Select the person you want to add as a contributor.</li>\n</ol>\n<h1>Create a task from a Doc</h1>\n<p>You can <a href=\"https://help.clickup.com/hc/en-us/articles/6309647350807-Create-a-task\" target=\"_blank\" rel=\"noopener noreferrer\">create a task</a> from any text within a Doc.</p>\n<h1>Docs API</h1>\n<p>Our Docs API is available in our <a href=\"https://clickup.com/api/\" target=\"_blank\" rel=\"noopener noreferrer\">API documentation</a>.</p>","user_segment_ids":[]}}