Search

Doc settings

Customize and manage your Docs using Doc settings.

What you'll need

  • Doc settings are available on all plans.

  • All users, including guests, can use the Doc settings.

Access Doc settings

You can access Doc settings from several locations in ClickUp. 

From a Doc

To access the Doc settings, in the upper-right corner of the Doc:

  • Click the ellipsis ... icon.
  • Click This page to edit your page settings.

Screenshot of the Doc settings menu in the upper-right corner.

From the pages sidebar

When the pages sidebar is expanded:

  1. Hover over the Doc title.
  2. Click the ellipsis ... icon.

Screenshot of the Doc settings menu in the pages sidebar.

From Docs in the Home Sidebar and Spaces Sidebar

The Doc settings menu from the Home Sidebar or Spaces Sidebar includes a limited selection of the available options.

You can access the limited Doc settings menu for Docs added to:

To access the limited Doc settings menu from the Home Sidebar or Spaces Sidebar:

  • Hover over a Doc and click the ellipsis ... icon.
  • Or, right click on a Doc.

Screenshot of the Doc settings menu from favorites.

Pages added to favorites or custom sections

For pages added to your favorites or custom sections, you can only:

  • Copy link: Copy the link to the page.
  • Favorite: Add/Remove the page from your favorites or custom sections. 

Doc settings

The following table describes the settings available for each Doc:

Setting Description

Rename

 Change the name of the Doc.

Copy link

 Copy the internal link to the Doc to the clipboard. This link will only work for people with access to the Doc in your Workspace.

Favorite

 Add the Doc to your favorites.

Move to

 Move your Doc to a task as an attachment, to a Location as a Doc view, or to the Sidebar.

Duplicate

Create an identical copy of this Doc in your Workspace.

When you duplicate a Doc, page history is not carried over to the new Doc.
Import Import content into a ClickUp Doc.
Export Export the current page or Doc.

Apply Template

 Find and use a Doc template.

Save as Template

 Create or update a Doc Template.

Protect Doc

 Protect the Doc to prevent unwanted edits.

Public sharing

 

 Enable public sharing of your Doc to generate a unique URL and share content with people outside your organization.

Mark Doc as wiki

 Verify this Doc as a wiki. A wiki is a Doc that's prioritized as the source of truth.

Archive

 Archive a Doc.

Delete

 Send the Doc to the Trash.

Sharing & Permissions

 Share this Doc with other people or publicly with a link. Set permissions to control who can do what with this Doc and any pages.