Create new Docs and add pages to them from anywhere using the mobile app.
What you'll need
- Mobile 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.
This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!
Create a Doc on mobile in ClickUp 4.0
There are multiple ways to create a new Doc on the mobile app in ClickUp 4.0.
Quick-create a Doc
To quick-create a Doc on the mobile app in ClickUp 4.0:
- At the bottom of Home, Inbox, My Tasks, or any page accessible from the More menu, tap the plus icon.
-
Select Doc.
The options available in the create menu vary based on your user role and the ClickApps activated in your Workspace.
- Name the Doc.
- To make the Doc private, tap the Private checkbox.
- Tap Done.
Create a Doc and add it to the sidebar
To create a new Doc and add it to the sidebar on the mobile app in ClickUp 4.0:
- Swipe right from the left side of the screen to open the sidebar.
- Tap a Space or Folder to expand it.
- To the right of the Space or Folder name, tap the plus icon.
- Tap Create a Doc.
- Enter the name of your new Doc.
- To make the Doc private, tap the Private checkbox.
- Tap Done.
Create a Doc on mobile in ClickUp 3.0
There are multiple ways to create a new Doc on the mobile app in ClickUp 3.0.
Quick-create a Doc
To quick-create a Doc on the mobile app in ClickUp 3.0:
- At the bottom of Home, Chat, Inbox, or My Work, tap Create.
- Select Doc.
- Name the Doc.
- To make the Doc private, tap the Private checkbox.
- Tap Done.
From the sidebar
To create a Doc from the mobile app's sidebar in ClickUp 3.0:
- From the left side of your screen, swipe right to open the sidebar.
- Tap Docs.
- Select a category:
- All
- Assigned to me
- Shared with me
- Private
- At the top, tap Create new Doc.
- Name the Doc.
- Tap Done.
Create a Doc and add it to the sidebar
To create a new Doc and add it to the sidebar on the mobile app in ClickUp 3.0:
- From the left side of your screen, swipe right to open the sidebar.
- In the Spaces section, tap a Space or Folder to expand it.
- To the right of the Space or Folder name, tap the plus icon.
- Tap Create a Doc.
- Enter the name of your new Doc.
- Tap Done.
Create a Doc view on mobile
To create a new Doc view on the mobile app:
-
Navigate to Everything, a Space, a Folder, or a List.
In ClickUp 4.0, Everything is called All Tasks.
- Tap the current view displayed under the location name.
- Tap + Add view.
- Select Docs.
- The Doc view is created immediately.
Deleting a Doc view will also delete the Doc. To avoid deleting the Doc, move the Doc's location before deleting the view.
Add pages to a Doc on mobile
To add a page to a Doc on the mobile app:
- Open a Doc.
- In the upper-right corner, tap the page icon.
- In the upper-right corner, tap the plus icon.
- Name the page.
- Tap Done.
Add subpages to a Doc on mobile
To add a subpage to a Doc on the mobile app:
- Open a Doc.
- In the upper-right, tap the pages icon.
- Tap the ellipsis ... icon next to a page.
- Tap Add Subpage.
- Name the subpage.
- Tap done on your mobile keyboard.
- The subpage is created immediately.