Docs Hub

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

Screenshot of Docs Hub.

What you'll need

  • The Docs Hub is available on all ClickUp plans.
  • Everyone, including guests, can use the Docs Hub.
    • In the Docs Hub, guests can see, edit, and delete the Docs and wikis shared with them.
  • Docs and wikis can be made private on the Business Plan and up.
  • Docs and wikis created in Docs Hub are private by default on our Business Plan and up.

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Access Docs Hub in ClickUp 4.0

In your Global Navigation, select Docs.

If you don't see Docs in your Global Navigation:

  1. Click More.
  2. Select Docs.
  3. To keep Docs visible in your Global Navigation, pin it.

Docs Hub quick actions in ClickUp 4.0

Hover over the Docs Hub icon in your Global Navigation:

  • To hide Docs Hub from your Global Navigation, click the unpin icon.
  • Click the plus icon to create a new Doc.
  • View your most recent Docs. Click View all to open Docs Hub.

Screenshot of the Docs Hub sidebar highlighting the plus button to create items.

Access Docs Hub in ClickUp 3.0

The Docs Hub is pinned to the Sidebar by default. If you don't see it:

  1. From the Sidebar, click More.
  2. Select Docs.

To unpin the Docs Hub:

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

Docs Hub sidebar in ClickUp 4.0

In ClickUp 4.0, the Docs Hub sidebar includes:

  • Pages
  • Sections

Screenshot of the Docs Hub sidebar.

Docs Hub sidebar pages

Each page displays Docs in a table. You can filter, sort, and filter by Doc tags to find specific Docs.

The Docs Hub sidebar includes the following pages:

  • All Docs: View all the Docs you have access to in your Workspace.
  • Created by me: Docs you've created.
  • Shared with me: Private Docs other people have shared with you.
  • Private: Docs you've created that are private.
  • Meeting notes: Docs created by AI Notetaker.

Docs Hub sidebar sections

Each section displays a list of Docs. Click on a Doc's name to open it.

The Docs Hub sidebar includes the following sections:

  • Favorites: Docs added to your favorites.
  • Recents: Docs you've accessed recently.
  • Popular wikis: See the most viewed Wikis in your Workspace.

Docs Hub tabs in ClickUp 3.0

In ClickUp 3.0, the Docs Hub table has seven tabs that organize your Docs:

Tab name Description
All All Docs in the Workspace that you have permission to see.
Shared Docs that have been shared with you and Docs that you shared with others.
Private Docs that only you can see.
Workspace Docs that are shared with the entire Workspace.
Assigned Docs with unresolved comments assigned to you.
Archived Docs that are archived.
Meeting Notes Meeting notes from your AI Notetaker. By default, meeting notes are private.

Docs Hub cards in ClickUp 3.0

You can use cards to find Docs easily.

There are four cards:

  • Recent: Docs and pages you've recently opened.
  • Favorites: Docs you've added to favorites.
  • Created by Me: Docs and pages you've created.
  • Wiki: Wikis from your Workspace. 

Use Docs Hub cards

Docs Hub cards show individual Doc pages. Hover over any page to see additional options:

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

Screenshot highlighting the 'open in new tab' and 'copy link' options when hovering over a Doc in Docs Hub.

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

Screenshot of the 'see all' icon in the Recent and Created by Me cards in Docs Hub.

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

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

Create Docs

To create a new Doc from Docs Hub:

  1. In the upper-right corner, click New Doc.
  2. Select from the available options:

Screenshot of the options available to create Docs from Docs Hub.

Doc templates in ClickUp 4.0

In ClickUp 4.0, Docs Hub includes a templates section that displays helpful Doc templates.

Click a template to create a new Doc using the template.

Screenshot of the templates available in Docs Hub.

Search Docs in ClickUp 4.0

To search for a Doc by name, from any page in Docs Hub:

  1. In the upper-right, click Search.
  2. Type in the name of a Doc.
  3. The table is filtered to display matching Docs.
Screenshot of Docs Hub filtered by searching for keywords.

Search Docs in ClickUp 3.0

To search Docs from Docs Hub:

  1. In the upper-right corner, click Search Docs.
  2. Search using the AI Command Bar.

Apply filters to Docs Hub

You can set more specific filters to find what you need.

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

To apply a filter:

  1. Click the filter button:
    • In ClickUp 4.0, in the upper-left corner, click Filter.
    • In ClickUp 3.0, in the upper-right corner, 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.

Filter options

You can filter Docs by the following:

Filter menu option Description
Title The name of the Doc.
Location The Doc's location in your Workspace.
Tag Click a Doc tag or View All to filter by Doc tags.
Owner The person who created the Doc or anyone who has been added as an owner.
Date viewed The date the Doc was last opened. Hover over the date to see the exact time it was last opened.
Date updated The date the Doc was last updated. Hover over the date to see the exact time it was last updated.
Date created The date the Doc was created. Hover over the date to see the exact time it was created.
Contributors People who have either edited the Doc or been added as a contributor. Owners cannot be added as contributors.
Sharing People the Doc has been shared with. Members can click any avatar in this column to open sharing options.

Customize 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:

Column name Description
Location The Doc's location in your Workspace.
Tags Any Doc tags added to the Doc.
Owner The person who created the Doc or anyone who has been added as an owner.
Date viewed Date the Doc was last opened. Hover over the date to see the exact time it was last opened.
Date created Date the Doc was created. Hover over the date to see the exact time it was created.
Date updated Date the Doc was last edited. Hover over the date to see the exact time it was last edited.
Contributors People who have either edited the Doc or been added as a contributor. Owners cannot be added as contributors.
Sharing People the Doc has been shared with. If the Doc has not been shared with anyone, a sharing icon displays in this column. The Doc creator can click the avatar, team avatar, or sharing icon to edit sharing options.

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.

Copy, favorite, and rename Docs 

From Docs Hubs, hover over a Doc to:

  • Copy link: Copy a link to the Doc.
  • Favorite: Add the Doc to your favorites.
  • Rename: Rename the Doc.

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 displayed next to the name.

View Doc comments

You can view Doc comments from Docs Hub, without opening the whole Doc.

  1. Click the comment icon next to a Doc.
  2. Click the tabs to view comments that are open, assigned to you, or resolved.

DocsHubComments.png

Access the Docs settings menu

You can access the Docs settings menu for each Doc.

From Docs Hub:

  • Right-click on a Doc.
  • On the far-right, click the ellipsis ... icon.

Bulk edit Docs

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

To bulk edit Docs from Docs Hub:

  1. Hover over a doc.
  2. On the left, click the checkbox.
  3. Hover and click the checkbox to select additional Docs.
  4. 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.

Add, edit, or remove Doc tags

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

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.