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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 Archivea 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.