Use the Doc toolbar to create a task or a subtask from a Doc or a wiki.
What you'll need
- Docs and wikis are available on every ClickUp plan.
- Guests can't create Docs or wikis.
- Docs and wikis created in Docs Hub are private by default on our Business Plan and up.
- Free Forever and Business Plans can create one wiki per Workspace.
- Business Plus Plans can create unlimited wikis.
Create a task
To create a task from a Doc or wiki:
- From the open Doc or wiki, highlight some text.
- On the toolbar, click the dropdown next to + Task.
- From the dropdown, select Task or New subtask.
- By default, the task or subtask is created in your current location.
- If your Doc or wiki is saved in the Doc's Hub, you'll need to select a location.
- To select a new location, in the Create modal click the current location name.
- If this location has a required Custom Field, you'll need to populate it.
- You can also rename the task, and add other details like Assignee.
- Click Create.