Use the Docs Hub to organize, search, and create Docs from a centralized location!

Docs in the Hub are organized into three cards and a table. The cards and the table have various filters and actions that you can use to manage your Docs.

Docs Hub is available on ClickUp 3.0.

What you'll need

• The Docs Hub is available on all ClickUp plans.
• You must be using ClickUp 3.0 to access the Docs Hub.
• Everyone, including guests, can use the Docs Hub.
  • Guests cannot create new Docs from the Docs Hub.
  • Guests can see, edit, and delete Docs that have been shared with them in the Docs Hub.
• Docs can be made private on the Business Plan and up.
• Docs created in Docs Hub are private by default on our Business Plan and up.

Open the Docs Hub

The Docs Hub is pinned to the Sidebar by default.

To unpin the Docs Hub:

1. From the Sidebar, click More.
2. Click the pin icon next to Docs.

Docs Hub cards

You can use cards to easily find the Docs you're looking for.

There are three card types:

• Recent: Docs and pages you've recently opened.
• Favorites: Docs you've favorited.
• Created by Me: Docs and pages you've created.

Use Docs Hub cards

Hover over any Doc to see additional options:

• Open in new tab: Open the Doc or page in a new tab.
• Copy link: Copy the URL of the Doc or page.

To see more results in the Recent or Created by Me cards, click See all in the upper-right corner.

In the Recent and Created by Me cards, the location of each Doc or page is displayed to the right of its name. Hover over the location to see more details.

You can also see the date a Doc or page was last updated by hovering over its name on any card.

Create and search for Docs

You can create or search for Docs in your Workspace from Docs Hub.

To create a new Doc:

1. In the upper-right corner of the Docs Hub, click New Doc.
2. Name your Doc and start writing.

To search for Docs:

1. In the upper-right corner, click Search Docs.
2. Command Center will open with the Docs filter automatically enabled.
3. Search for the Doc by its name or keywords.

Copy, favorite, and rename Docs

From the table below the cards, hover over a Doc to display the Copy link, Favorite, and Rename options.

In favorited Docs, the star icon is yellow.

View pages and assigned comments

Click the pages icon to the right of a Doc to open it and see the most recently-created page.

The number of comments assigned to you in each Doc is also displayed next to the Doc name.

You can see all of your assigned comments by clicking the comment icon next to the Doc.

Share, edit, and delete Docs

You can share, edit, and delete Docs from the Docs Hub. Access the settings by right-clicking the Doc or clicking the ellipsis ... menu next to any Doc in the table. 

From the ellipsis ... menu:

1. Scroll to the far right of the Doc and click the ellipsis ... menu.
2. Select an option from the dropdown menu.

You can also share Docs by clicking the avatar under the Sharing column to the right of the Docs name.

Bulk edit Docs

Take actions to multiple Docs at once using the Bulk Action Toolbar.

To bulk edit Docs:

1. From the table below the cards, hover over a Doc.
2. Click the checkbox on the left side of each Doc you want to edit.
3. Select one of the following options from the Bulk Action Toolbar:
   • Set tags: Add Doc tags to the Docs.
   • Move: Move the Docs.
   • Duplicate: Make a copy of the Docs.
   • Archive: Archive the Docs.
   • Delete: Delete the Docs. Docs can be restored from the Trash within 30 days of deletion.

Show, hide, and reorganize columns

The Name column is required in the Docs Hub table. You can choose to show or hide all other columns.

To show or hide columns:

1. To the far right of your columns, click the + icon.
2. Choose which columns to show or hide by clicking the toggle on or off.

To reorganize the order of the columns:

1. Hover over the column.
2. To move it, click and hold the drag handle.

Available columns

You can show or hide the following columns in the Docs Hub table:

Sort by column

You can sort by the Date updated, Date created, or Date viewed columns in the Docs Hub table. To sort by a column, click its header. Click it again to change the sort direction.

The arrow to the right of the column header indicates which direction the column is sorted. You can only sort by one column at a time.

Add, edit, or remove Doc tags

You can add, edit, and remove Doc tags from the Docs Hub table.

Add Doc tags

To add a Doc tag:

1. To the right of the Doc, click inside the Tags column.
2. Search for and select a Doc tag.

To create a new Doc tag:

1. To the right of the Doc, click inside the Tags column.
2. Use the search bar to type the name of your new Doc tag.
3. Customize the Doc tag:
   • To make the Doc tag private, click the Private toggle.
   • To change the color of the Doc tag, click the color button. 
4. Click Create new tag.

Edit Doc tags

To edit a Doc tag:

1. To the right of the Doc, click inside the Tags column.
2. Hover over a Doc tag and click the ellipsis ... icon.
3. Edit the Doc tag:
   • Rename the Doc tag by clicking Edit.
   • Customize the color by clicking Change color.

Remove Doc tags

To remove a Doc tag:

1. To the right of the Doc, hover over the Doc tag in the Tags column.
2. Click the x icon.

Filter Docs

The Docs table has six tabs that organize your Docs:

You can also set more specific filters to find what you need:

1. From the upper-right of the table, click Filter.
2. From the Filters modal, select a filter and set your filter options.
3. Results are automatically filtered.
   • To add additional filters, click + Add Filter in the lower-left of the modal.
   • To remove a filter, click the trash icon to the right of the filter name.
4. To close out of the filters modal, click the x in upper-right.

Filters reset when you refresh the Docs Hub or go to another location in your Workspace.

Filter options

You can filter Docs by the following:

To filter for a specific Doc:

1. From the upper-right of the table, type the title of a Doc in the Search by name... search bar.
2. Results are automatically filtered.

Updated October 30, 2023 19:33