Docs Hub

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.

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.
    • 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 or pin the Docs Hub:

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

Screenshot highlighting the pin icon for Docs Hub in the Sidebar.

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.

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 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.

Screenshot highlighting the copy link, favorite, and rename options in Docs Hub.

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.

Screenshot highlighting the pages and comments icon in Docs Hub.

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

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:

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.

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.

Screenshot of someone creating a new Doc 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:

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.

Screenshot of the six tabs in the Docs Hub table.

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:

Filter menu option Description
Title The name of the Doc.
Location The Doc's location in your Workspace.
Tag 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.

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.

 

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