You can create a Doc from the Sidebar, Views Bar, location header, toolbar, Docs Hub, a template, and using /Slash Commands anywhere that allows text. You can practice how to Create a Standard Operating Procedure (SOP) Doc in ClickUp University.

You can convert an existing Doc to a wiki. And you can create a wiki anywhere you create and manage Docs.

What you'll need

• Docs are available on every ClickUp plan.
• Guests can't create Docs by default.
  • On the Unlimited Plan and above, guests can create Docs if the create views individual permission is enabled. 
• 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.

Create a Doc

First, you need to choose where to create your Doc. When you create a Doc it opens and automatically saves. The location the Doc saves depends on where it was created.

The following table describes where docs are saved once created:

Anyone with permissions can also move a Doc to another location.

Create public or private Docs

When you create a doc on the Free Forever and Unlimited Plans, the Doc is public to everyone in your Workspace.

When you create a doc on the Business Plan, it is private by default. You can keep it private and share it with specific people or teams, or make it public to everyone in your Workspace.

Create a Doc in a Space or Folder

When you create a Doc in a Space or Folder, it is saved in that location.

To create a Doc in a Space or Folder:

1. In the Sidebar, hover over a Space or Folder.
2. Click the plus icon.
3. Select Doc.

Create a Doc from Chat

If the Chat ClickApp is enabled in your Workspace, you can create a Doc from a Chat message:

1. When drafting a message, click the New Document button.
   
2. Name the Doc.
3. Press Return on Mac or Enter on PC.

Create a Doc from a Doc, List, Form, or Whiteboard

Docs, Lists, Forms, and Whiteboards can be located in a Space or Folder just like a List. When you create a Doc from one of these items, the Doc is saved in the item's Space or Folder. 

To create a Doc from one of these locations:

1. In the Sidebar, hover over a Doc, List, Form, or Whiteboard. 
2. Click the ellipsis ... menu.
3. Select Create new, then Doc.

Create a Doc view

When you create a Doc view, the Doc is saved as a view in that Space, Folder, or List. 

To create a Doc view:

1. From the Views Bar, click + View.
2. Select Doc.

Create a Doc from the location header

When you create a Doc from the location header, the Doc is saved in the Sidebar in the Space or Folder, or the List's Space or Folder. 

To create a Doc from the location header: 

1. At the top of the Space, Folder, or List, expand the location header.
2. From the location header or the breadcrumbs, click the ellipsis ... next to the location name.
3. Select + Create new. 
4. Click Doc. 

Create a Doc from the toolbar

When you create a Doc from the toolbar, it is saved in the Docs Hub. 

To create a Doc from the toolbar:

1. In the toolbar, click + New. Or use the keyboard shortcut T.
2. Select the Doc tab.
3. Click Create Doc.

Create a Doc from Docs Hub

To create a Doc from Docs Hub Create button:

1. In the Sidebar, hover to the right of Docs Hub. 
   • If you don't see Docs Hub, you'll need to pin Docs Hub to the Sidebar. 
2. Click the plus icon.

To create a Doc from the open Docs Hub:

1. Open Docs Hub.
2. In the upper-right corner, click Create Doc.

Create a Doc using Slash Commands

To use /Slash Commands to create a Doc:

1. Type /Doc from anywhere text can be used.
2. Press Enter to open a blank Doc.
3. Click Create Doc. 

Create a Doc from a Note

To create a Doc from a Notepad Note: 

1. Open Notepad and hover over a Note. Click Convert to Doc. 
   • Or open a Note and in the lower-right corner, click Convert to Doc.
2.  The Doc is created. 
3. In Notepad, you can choose to delete, archive, or keep the Note.