Use the toolbar and settings menu to create engaging and consistent content for any audience.

Format text with elements that stand out like banners, headings, highlights, code blocks, and pull quotes. Insert buttons and dividers to add style or use a sticky table of contents to browse long pages.

Use content blocks to organize and move paragraphs and content around on the page. You can collapse headings to show or hide sections of content.

You can also use keyboard shortcuts or /Slash Commands to format text.

What you'll need

• Docs are available on all ClickUp plans.

• Everyone, including guests, can use Docs.

Docs and wikis

A wiki is a Doc that's prioritized as the source of truth. Unless specified, anything that applies to Docs also applies to wikis.

Learn more from our article Create a wiki.

Docs toolbar

Apply formatting options to specific text in a Doc using the toolbar.

1. Select text in a Doc.

   

2. Use the toolbar to adjust your text formatting:

• Turn into: Convert the selected text into headings, banners, a code block, a standard size quote block or a larger pull quote block.
• Rich text: Bold, italics, underline, strikethrough, or inline code formatting.
• Text colors and Text highlights: Select from a range of vibrant text colors.
• Badges: Insert a colorful badge to emphasize or call attention to a line or block of content. You can also add some rich text formatting to the text in the badge like you can in a banner. 
• Alignment: Indent and set text to left, center, or right justified.
  • For content in a table, you can also align text to the top, middle, or bottom of one or more cells.
• Bulleted List: Format text into a bulleted list.
  • All Lists: Click the caret icon next to the Bulleted List icon to format text into a Numbered List or Toggled List.

    Numbered Lists can continue or restart numbering around other formatting, such as a banner or image.

• Check List: Format text into a check list.
• Insert a link: Insert a hyperlink.
• Create subpage: Create a series of subtopics that are part of the main Doc.
• Create comment: Add comments about the Doc to the right sidebar of the Doc. Text that has comments is highlighted.
• Create task: Create a new task using the highlighted text as the task name.
• AI: ClickUp AI is an add-on that can be purchased and used throughout ClickUp.
• Misc Setting: Open more formatting settings.

More settings

From the Docs toolbar, access more formatting settings by clicking the ellipsis ... icon.

You can adjust your toolbar position in the following ways:

• Default: The toolbar only displays above the selected text.

• Pinned: The toolbar always displays at the top of a Doc.

You can only pin the toolbar when in fullscreen mode. 

• Floating: The toolbar can be dragged and dropped anywhere on the page and will stay in that location while you scroll.

Additional options include:

• Undo: Undo your last action.

• Redo: Redo your last action.

• Insert: Add a task, comment, image, divider, toggle list, table, list of tasks, button, table of contents, or embed a YouTube video.

• Clear Format: Clears any previous formatting from the selected area.

• Copy Markdown: Converts markdown into rich text.