Add Docs to Sidebar

  • Updated

Include key Docs in the Sidebar alongside Folders and Lists!

 

Help your team find important info even faster by adding it alongside your projects in the hierarchy.

 

Private Docs have a lock icon next to their title when added to the Sidebar!

 

Screenshot of the Sidebar highlighting a Doc that's been added to a Folder

What you'll need

  • You can add Docs to the Sidebar on any ClickUp Plan

  • Guests cannot add, move, or remove Docs to and from the Sidebar

 

Add a Doc to the Sidebar

Add a Doc to a Space or Folder to display it underneath any Lists in that location.

  1. Access the Doc settings menu by clicking on the ellipsis ... in the top-right corner.

  2. Click Add to.

  3. Click Sidebar.

  4. Browse and select a Space or Folder.

  5. Your Doc will be added to the new Location and you'll see it appear in the Sidebar!

Screenshot of the Doc settings menu highlighting the Add to option

 

Move to a different Sidebar location

Give your Doc a new place to call home in the Sidebar.

  1. Open a Doc from the Sidebar or Docs Home.

  2. Access the Doc settings menu by clicking on the ellipsis ... in the top-right corner.

  3. Click Move to.

  4. You'll see where the Doc is currently located.

  5. Click Sidebar.

  6. Browse and select a Space or Folder.

  7. Your Doc will be moved to the new location!

Drag and drop the Doc to a different Folder or Space in the Sidebar!

Screenshot of the Sidebar highlighting a Doc that has been shared to a Folder

 

Remove from Sidebar location

Need to remove a Doc from the Sidebar?

  1. Open a Doc from the Sidebar or Docs Home.

  2. Access the Doc settings menu by clicking on the ellipsis ... in the top-right corner.

  3. Click Move to.

  4. You'll see where the Doc is currently located.

  5. Click Remove from current location.

  6. Your Doc will be removed from the current location!

 

Screenshot of the Doc setting menu highlighting the Move to options

 

Was this article helpful?