Takes notes on the mobile app

Use Notepad on the mobile app to quickly store notes, grocery lists, or anything else you need to remember!

You can quickly turn your notes into actions items by converting them to tasks on the mobile app.

What you'll need

  • Notepad is available on every ClickUp plan.
  • Everyone, including guests, can use Notepad.
  • Your Notepad is accessible from all of your Workspaces.
  • Notes are private, so no one else in your Workspace can see them.

Open the Notepad

To open your notes from the Mobile Navigation bar at the bottom:

  1. Tap Create.
  2. Select Notepad.

Screenshot highlighting the Notepad button.png

Create a note

To create a note from the Notepad:

  1. At the bottom, tap New note.
  2. Name the note. By default, the name will be the current date.
  3. In the upper-right corner, tap Rename.
  4. Type your note. Notes automatically save.

    You can use rich text formatting in your notes!

Rename, convert, or delete notes

You can rename, convert, archive, or delete notes from the Notepad by tapping and holding them.

Deleted notes cannot be recovered.

Screenshot of the options available when you tap and hold a note.png

Convert notes to tasks

To convert a note to a task from the Notepad:

  1. Tap and hold on the note.
  2. Select Convert.
  3. Search for and select a List.
  4. In the upper-right, tap Done.
  5. Choose to delete, archive, or take no action on the note. Deleted notes cannot be recovered.

Search and filter notes

Quickly locate notes using search or filtering in Notepad.

Search Notepad

To search for a note:

  1. At the top of Notepad, tap the search icon.
  2. Type the name of the note. Results filter automatically.

Filter Notepad

By default, the recents filter is applied when you open Notepad.

You can filter tasks alphabetically or access your archived tasks by tapping the alphabetical or archived icons in the upper-right corner of Notepad.

Screenshot highlighting the filtering options in mobile Notepad.png

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