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Add Docs to locations in the Hierarchy

Include important Docs in your Workspace Hierarchy alongside Folders and Lists!

Help your team find important info even faster by adding it alongside your projects in the Home Sidebar and Spaces Sidebar. 

Screenshot of Docs added to Spaces and Folders.

What you'll need

  • You can add Docs to the Hierarchy on every ClickUp plan.

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

Add a Doc to the Hierarchy

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

To add a Doc to the Hierarchy:

  1. From the open Doc in the upper-right corner, click the ellipsis … icon.
  2. Select Move to.
  3. Click Sidebar.
  4. Browse and select a Space or Folder.

You can also drag and drop a Doc to a different location from the Home Sidebar or Spaces Sidebar. 

Screenshot of the option to add a Doc to the Sidebar.

Remove from the Hierarchy

To remove a Doc from the Hierarchy:

  1. In upper-right corner, click the ellipsis … icon.
  2. Select Move to.
  3. Click Remove current location.

Screenshot of the option to remove a Doc from a location.