Choose who can see your Docs and pages and their permissions from the mobile app!
What you'll need
- Docs and pages are available on all ClickUp plans.
- You can share Docs and pages with:
- Everyone in the Workspace, excluding guests.
- Specific people and Teams, including guests.
- People you invite to your Workspace while sharing a Doc or page.
- Specific tasks or locations.
- Individuals outside your Workspace by inviting them.
- Guests with edit permissions can edit and delete Docs and pages.
- Guests cannot protect or unprotect Docs or pages.
- Docs can be made private on our Business Plan and up.
- Docs created in Docs Hub are private by default on our Business Plan and up.
Share a Doc on mobile
On the Free Forever Plan, Docs are public to your entire Workspace. Users on the Unlimited Plan and above can share Docs with specific locations within your Workspace Hierarchy.
To share a Doc:
- Open the Doc sharing modal:
- Navigate to Docs in the Sidebar, then tap the ellipsis ... next to the Doc you want to share. Select Share.
- Open a Doc and tap the share icon in the upper-right corner.
- Tap Share this/entire Doc.
- You'll be in the Permissions tab, where you can see the Doc's access level, people who were invited to the Doc, and people with inherited access to the Doc.
- Edit access level and share the Doc:
- To choose between Workspace, limited, and private access, tap the expand icon in the Access Level section.
- To edit permissions, tap a person or Team and select a new permission level.
- To share the task with someone new, tap the search bar, type their name, and tap their name when it displays.
- To invite someone to your Workspace and share the Doc, tap Invite at the bottom. Enter their email address and tap Invite.
This option is available for task creators, admins, and owners.
- To stop sharing the Doc, tap a person or Team and select Remove from Doc.
- To copy the Doc URL, tap Copy link at the bottom.
- To copy the Doc and quickly share it across other apps, tap Share at the bottom.
- If you made the Doc publicly available on the web, you can copy the public link by tapping Public link at the bottom.
Share a Doc publicly on the web
To share a read-only version of a Doc publicly on the web:
- Open the Doc sharing modal:
- Navigate to Docs in the Sidebar, then tap the ellipsis ... next to the Doc you want to share. Select Share.
- Open a Doc and tap the share icon in the upper-right corner.
- Tap Share this/entire Doc.
- At the top, tap the Public tab.
- Tap Publish.
This makes the task publicly available via URL on the web.
- Choose your sharing settings:
- Expire link after: Enterprise Workspaces can choose when the link expires.
- Allow search engines: You can also allow search engines to receive your task view's data for optimization purposes. This does not make the link or your task view's data searchable in search engines.
- Protected: Protect or unprotect the Doc.
- Preview the shared Doc by tapping Preview in the upper-right.
Share a page on mobile
When sharing a Doc on mobile, all of its pages are shared.
You can copy the page URL or share an internal link with others who have permissions.
To share a page this way:
- Open a page and tap the share icon in the upper-right corner.
- Tap Share this Page.
- Choose how you want to share it:
- To copy the page URL, tap Copy link at the bottom.
- To copy the page and quickly share it across other apps, tap Share at the bottom.