Set permissions for and share your Docs and pages! Choose who is able to see your Docs and pages and their individual permissions.

What you'll need

• Docs and pages are available on all ClickUp plans.
• You can share Docs and pages with:
  • Everyone in the Workspace, excluding guests.
  • Specific people and Teams, including guests.
  • People you invite to your Workspace while sharing a Doc or page.
  • Specific tasks or locations.
  • Individuals outside your Workspace by inviting them.
• Guests with edit permissions can edit and delete Docs and pages.
• Guests cannot protect or unprotect Docs or pages.
• Docs can be made private on our Business Plan and up.
• Docs created in Docs Home or Docs Hub are private by default on our Business Plan and up.

Share a Doc with your Workspace

On the Free Forever Plan, Docs are public to your entire Workspace.

Users on the Unlimited Plan and above can share Docs with specific locations within your Workspace Hierarchy. To do so:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
2. Click the toggle to the right of your Workspace name.
   
3. Edit individual user permissions by clicking the caret icon to the left of your Workspace name.

Share a Doc with individual users or Teams

To share a Doc with individual users:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
     

     Copy the Private link to share your Doc with individual users who already have proper permissions.

2. Type the name of the person or Team you want to share the Doc with.
   

   Docs can only be shared with Teams on the Business Plus Plan and above.

3. Edit their permissions by clicking the dropdown to the right of their name.
4. Flip the Share toggle to the right of their name on.

Share a Doc with people outside ClickUp

To share your Doc with individuals who aren't in your Workspace:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
2. Type out the full email address of the individual you'd like to invite and press enter.
   
3. Choose to invite them as a Guest or Member using the user role dropdown on the left.
4. Set their permissions using the permissions dropdown on the right.
5. Click Invite.
6. The user will receive an email prompting them to join your Workspace.

Share a Doc with specific tasks or locations

To share a Doc with a task or location:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
2. Click Select task or location and choose from the available options:
   • Task: Add the Doc to a specific task as an attachment.
   • Doc view: Add the Doc to a Doc view.
   • Sidebar: Add the Doc to your Workspace's left Sidebar.

Update or remove a Doc attached to a task

To update or remove a Doc attached to a task:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
2. Under the share with section, click the name of the task or location you want to edit.
3. Move the Doc to a new location or remove it from its current location using the following options:
   • Move Doc to:
     • Move the Doc to a different task, Doc view, or your Workspace Sidebar.
   • Remove current location: Remove the Doc from your task or location.

Export a Doc

You can export ClickUp Docs in PDF, HTML, or Markdown format. To do so:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
2. Click Export.
   
3. Select your preferred file format and your download will begin.

Export a page

You can also export pages in PDF, HTML, or Markdown format. To do so:

1. Open a Doc.
2. Click on the page settings ellipsis ... in the sidebar.
3. Click Share to open the sharing modal.
4. Click Export.
5. Choose to export This Page or All Pages.
6. Select your preferred file format and your download will begin.

Share a Doc publicly

To share a public link to your Doc:

1. Open a Doc:
   • Anywhere in ClickUp: Click a Doc anywhere in ClickUp and select Share in the upper-right corner.
   • Docs Home: If you have the Docs Home ClickApp enabled, you can click the Share this Doc icon under the Sharing column in Docs Home.
   • Docs Hub: If you are on ClickUp 3.0, you can use Docs Hub, click the avatar or share icon under the Sharing column.
2. Flip the Public link toggle on.
3. Click the Copy public link.
4. Choose from the advanced settings:
   • Expire link: Enterprise Workspaces can set a time for the link to deactivate.
   • Share link with search engines: Allow search engines to include the link in search results.
   • Autosize embed height: Embedding the Doc takes up the full available width and height.
   • Embed code: Embed the Doc in any website by pasting this code.

When a Doc is shared with a ClickUp user publicly, the recipient will see Edit Doc or Comment in the upper-right corner depending on their permission level. Users can press this button to start editing or commenting.

Users need to be logged in to ClickUp to see the Edit Doc or Comment options.

Share a page

Skip back to read about Docs

You have similar sharing options for individual pages in a Doc.

Pages inherit permissions from the Doc they live in.

You can do the following with pages:

• Share pages with Workspace members using a Private link. This process is identical to sharing Docs with Workspace members using a Private link.
• Export individual pages.
• Share individual pages publicly.
  • The process of sharing pages publicly is identical to sharing Docs publicly. When sharing individual pages, however, the only advanced settings option is Expire link. This option is only available to users on the Enterprise Plan.

Similar to Docs, when a page is shared with a ClickUp user publicly, the recipient will see Edit Doc or Comment in the upper-right corner depending on their permission level. Users can press this button to start editing or commenting.

Users need to be logged in to ClickUp to see the Edit Doc or Comment options.

Edit publicly shared pages

When an individual page is shared publicly, you can click Edit Doc in the top-right corner to access the Doc in ClickUp and start editing right away!

You need to be logged in to ClickUp and have permission to edit the Doc for the Edit Doc button to appear on publicly shared pages.

Duplicate a publicly shared page

When an individual page is shared publicly, you can click Duplicate in the top right corner to create a copy of the page that you can edit.

You'll only see the Duplicate button if you aren't signed into ClickUp.

Protect Docs and pages

Users on the Business Plus and Enterprise Plans can prevent unwanted edits by protecting Docs and pages.

Workspace admins and members with Edit permissions can protect and unprotect Docs and pages. Guests cannot protect or unprotect Docs or pages.

Updated November 15, 2023 00:53