Use the text toolbar and settings 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.
Features that use the text toolbar
You can format your content using the text toolbar from:
- Task descriptions
- Task comments
- Docs
- Doc comments
- Chat messages
- Chat posts
- Note cards
- Notepad
Use the text toolbar
To open the text toolbar:
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Select text.
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Use the toolbar to adjust your text formatting.
Text toolbar settings
The following table describes the settings available from the text toolbar:
Setting | Shortcuts | Description | |
Mac | Windows | ||
Improve | None | None | Uses ClickUp AI to improve your text with a prebuilt prompt. |
Ask | None | None | Ask ClickUp AI to improve your text with a custom prompt or prebuilt tools. |
Bulleted List |
Cmd + Shift + D |
Ctrl + Shift + D |
Set your text to an unordered list using bullet points for each item. |
All lists | None | None | Click the arrow to the right of the bulleted list button to select other lists. |
Numbered List | None | None | Create an ordered list using numbered items. |
Toggle list | None | None | Create a toggle list to collapse and expand items. |
Checklist | Cmd + Shift + 8 | Ctrl + Shift + 8 | Create a list of items you can check to mark as done. |
Turn into |
Headings: Cmd + Option + 1–4 |
Headings: Ctrl + Shift + 1-4 |
Convert the selected text into headings, banners, a code block, a standard size quote block or a larger pull quote block. This button is labelled as the current formatting of the selected text. If multiple formats are selected, the button is labelled Text. |
Text color |
Recent color: Cmd + Shift + H |
Recent color: Ctrl + Shift + H |
Select the text color, highlights, or badge color for the selected text. |
Bold | Cmd + B | Ctrl + B | Make your text bold. |
Italics | Cmd + I | Ctrl + I | Italicize your text. |
Underline | Cmd + U | Ctrl + U | Underline your text. |
Strikethrough | Cmd + Shift + X | Ctrl + Shift + X | Add a strikethrough line to your text. |
Inline code formatting |
Cmd + Shift + C |
Ctrl + Shift + C |
Format your text as inline code. You can also use backticks |
Alignment |
None |
None |
Align your text to the left, center, or right. Increase or decrease indentation. For content in a table, you can also align text to the top, middle, or bottom of one or more cells. |
Insert a link | Cmd + K | Ctrl + K | Make the selected text into a hyperlink. |
Text toolbar settings by location
The following table describes actions available on the text toolbar in specific locations:
Location | Setting | Shortcuts | Description | |
Mac | Windows | |||
Task description Docs |
Create task |
Cmd + Option + T |
Ctrl + Alt + T |
Create a new task using the highlighted text as the task name. |
More task options | None | None | Click the arrow to the right of the create task button to create a new subtask using the highlighted text as the subtask name. | |
Docs | Comment | None | None | Add a comment about the selected text. |
Create a subpage | None | None | Click the page icon to create a subpage in the existing Doc with the selected text as the page name. |
Text toolbar settings
At the far right of the text toolbar, click the ellipsis menu to open the text toolbar settings menu.
The following table describes the settings available for the text toolbar:
Setting | Shortcuts | Description | |
Mac | Windows | ||
Toolbar position | None | None |
Default: The toolbar only displays above the selected text. Pinned: The toolbar always displays at the top of the text field. |
Undo | Cmd + Z | Ctrl + Z | Undo your last action. |
Redo | Cmd + Shift + Z | Ctrl + Shift + Z | Redo your last action. |
Insert | None | None |
Insert content:
|
Clear format | None | None | Remove formatting from the selected text. |
Copy Markdown | None | None | Copy your text with Markdown formatting. |