Create a Doc

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 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.
  • 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.

Take a look at the following table to see where Docs save:

The location where the Doc is created The location the Doc saves
The Sidebar from a Space, Folder, or List The Sidebar in that Space or Folder. Or in the Sidebar in the List's Space or Folder.
The Views Bar A Doc view in the Space, Folder, or List where the view was created.
A location header of a Space, Folder, or List The Sidebar in that Space, Folder, or List.
A Doc template The location that's selected from the Use doc Template modal.
The toolbar Docs Hub.
Using the /Slash Command /Doc anywhere that allows text Docs Hub.
Docs Hub Docs Hub.

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

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 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

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