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Create a Doc

You can create a Doc from the Home Sidebar, Space 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.
  • Guests can only create Docs views when:
  • 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.
    This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

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:

The location where the Doc is created

The location where the Doc saves

All Docs are also saved in Docs Hub. 
A Space, Folder, or List Alongside Lists in the current Space or Folder.

They are displayed in the Home Sidebar and Spaces Sidebar.
The location header. Alongside Lists in the current Space or Folder.

They are displayed in the Home Sidebar and Spaces Sidebar.
The Views Bar A Doc view in the Space, Folder, or List where the view was created.
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 using ClickUp AI

Learn how to create a Doc using ClickUp AI. Learn about the Create document and Create Docs & Pages tools.

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 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. From the toolbar:
    • In ClickUp 4.0, in the upper-right corner, click Create Task, then select Doc.
    • Or, in the upper-right corner, click your personal avatar and select Create Whiteboard from your Personal Tools.
    • In ClickUp 3.0, click New and select the Doc tab.
  2. Click Create Doc.

Screenshot of the Create Doc button in the toolbar.

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. Browse to a Space or Folder:
  2. Click the plus icon.
  3. Select Doc.

Screenshot of the option to Create a Doc in a Space.

Create a Doc from the Create button

In ClickUp 4.0, you can create Docs from the Create button in your Home Sidebar, Spaces Sidebar, and Docs Hub Sidebar.

To create a Doc:

  1. In your Global Navigation, select Home, Spaces, or Docs.
  2. In the upper-right corner of the sidebar, click the plus icon.
  3. Select Doc.

Screenshot of the plus icon and the Doc selection highlighted.png

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.
    Screenshot of the New Document button when drafting a task.png
  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. Hover over a Doc, List, Form, or Whiteboard. 
    • In ClickUp 4.0, these items are located in your Spaces sidebar.
    • In ClickUp 3.0, these items are located in your Sidebar. 
  2. Click the ellipsis ... menu.
  3. Hover over Create new, then click 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. 

Create a Doc from the location header in ClickUp 4.0

To create a Doc from the location header in ClickUp 4.0: 

  1. Click the current location name.
  2. Click the ellipsis ... icon.
  3. Hover over Create new, then click Doc.

Screenshot of the option to create a Doc from the location header.

Create a Doc from the location header in ClickUp 3.0

To create a Doc from the location header in ClickUp 3.0: 

  1. Click the ellipsis ... next to the location name.
  2. Hover over Create new, then click Doc.

Create a Doc from Docs Hub

Create a Doc from Docs Hub in ClickUp 4.0

To create a Doc:

  1. In your Global Navigation, select Docs.
    • If you don't see the item in your Global Navigation, click More and select it.
    • To keep the item visible in your Global Navigation, pin it.
  2. In the upper-right corner, click New Doc.

Screenshot of the create menu from Docs Hub.

Create a Doc from Docs Hub in ClickUp 3.0

To create a Doc:

  1. Open Docs Hub from the Sidebar.
  2. In the upper-right corner, click New 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.