Create a Doc

You can create Docs from a view, the Docs Hub, toolbar, Sidebar, location header, and by using /Slash Commands anywhere that accepts text. 

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 Home are private by default on our Business Plan and up.

Create a Doc from Docs Hub

To create a Doc from Docs Hub:

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

Create a Doc from the toolbar

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. Name your Doc.
  4. Click Create Doc.

Create a Doc from the Sidebar

To create a Doc without a specific Hierarchy location:

  1. In the Sidebar, click Docs.
  2. Select + Add New.
  3. The Doc will automatically open.

To create a Doc in a specific location:

  1. In the Sidebar, hover over a Space or Folder.
  2. Click the plus icon.
  3. Select Doc.
  4. The Doc will automatically open.

Create a Doc from a view

To create a Doc from a view:

  1. Navigate to the Space, Folder, or List.
  2. From the Views Bar, click + View.
  3. Select Doc.
  4. Start typing to name the Doc.
  5. Customize the view:
    • Check the Private view checkbox to make the Doc view private.
    • Check the Pin view checkbox to pin it for easier access.
  6. Click Add View.

You can also create a Doc from the location header breadcrumbs

  1. At the top of the location header, click the ellipsis ... menu. 
  2. Select + Create new
  3. Click Doc

Create a Doc using Slash Commands

To use /Slash Commands to create a Doc:

  1. Type /Doc from any task, subtask, or Doc.
  2. Name your Doc and press Enter to create your Doc.

 

 

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