Organize Docs in Folders

  • Updated

Use your Sidebar to manage your Docs inside the ClickUp hierarchy. Add key Docs to your Sidebar inside Spaces and Folders next to Lists.

Get more organized by creating and applying custom Doc tags. Categorize Docs using Doc tags then filter to easily find information.

You can also use both methods so your team can find important info quickly, no matter how they search for it!

What you'll need

  • You can add Docs to Sidebar on any ClickUp Plan

  • Unlimited Doc tags are available on our Business Plus Plan and Enterprise Plan

  • 100 uses of Doc tags are included on the Free Forever, Unlimited, and Business Plans

  • Guests can add or remove tags from a Doc, but they can't create, edit, or delete Doc tags

  • Guests can only use Workspace Doc tags

  • Guests can't add, move, or remove Docs to and from Sidebar

Doc tag actions that count as uses:

  • Creating a tag

  • Adding a tag to a Doc

  • Removing a tag from a Doc

  • Deleting a tag

Organize Docs in Sidebar

Many organizations share a Workspace and make a Folder for each team or department. But what about the info used by everyone, like company-wide documents or policies and procedures?

Add a Doc to a Space or Folder to display it next to any List in that location. After you add a Doc to your Sidebar you can click and drag to move it to any location in your Workspace.

Screenshot of Docs in the Sidebar

Add Docs to Folders

You can use Folders to group similar Docs together.

  1. Open Doc Settings from the Doc you're adding to the Folder

  2. Select Add to

  3. Select Sidebar

  4. Search or navigate to the Folder. If you don't have an existing Folder, create a new one

  5. Click the box to add the Doc to the Folder

Create Docs in Folders

You can also create new Docs from Folders.

  1. Click the + icon next to the Folder

  2. Select New Doc

    Screenshot of creating a Doc in a Folder
  3. Open the new Doc and add some valuable info for your team

Organize Docs with Doc tags

You can also organize related Docs by using tags.

 

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