Use Notepad

Notepad is a personal place to write down any type of notes you want. Make a grocery list, save important links or images, and even convert notes to tasks later!

What you'll need

  • Notepad is available on every ClickUp Plan.

  • Everyone, including guests, has unlimited access to Notepad.

  • Notes are private, so no one else in your Workspace can see them.

Enable or disable Notepad

The Notepad can be opened from the Quick Action menu and pinned to the toolbar.  

To open or pin the Notepad:

  1. In the upper-right corner of the toolbar, click the grid icon to open the Quick Action menu. 
    • To open the Notepad, select Notepad.

      Screenshot of the Quick Action menu open, and Notepad being selected.
    • To pin the Notepad, hover over Notepad and click the pin icon.
    • To unpin, click the pin icon again.

Create a note

To create a new note:

  1. From anywhere in your Workspace, use the p hotkey or click the grid icon in the upper-right corner. 

  2. Title your new note.

  3. Type out your ideas.

    Not sure where to start? Click the + icon next to an empty Note to add a content block or set text formatting.

  4. Come back anytime. You'll be right where you left off! 

    Notepad is connected to your account, not a specific Workspace. If you have multiple Workspaces, Notepad content created in one will appear in the Home view of any other Workspace. If you need to create something for a specific Workspace, convert your Note to a task instead. 

Use ClickUp AI

AI is available everywhere in ClickUp text can be used. Use AI to write, edit, or translate your Notepad content.
Take a look at our Intro to ClickUp Brain article for more info on purchasing and using AI. 

Add rich editing and attachments with /Slash Commands

Type / to use /Slash commands to a note to add rich editing like headers, bold font, and much more!

You can also use /attach or drag and drop files like images, gifs, and videos directly into your notes.
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You can use checklists in your notes to add simple to-do list items for yourself. This is the perfect way to create a personal action item that might not relate to a specific task!

Notepad features

You have a couple of options when first opening the Notepad:

  • Search: Search your notes by keywords found in the title or description of a note.

  • Ellipsis ... menu: Click here to enable the Show archived option.

    Use the show archived option to view and restore archived notes!

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When you hover over an individual note, or open a note and click the ellipsis in the right top corner, you will see four additional options:

  • Rename: Rename your note.

  • Archive/Unarchive: Archive or unarchive an individual note.

  • Delete: Delete your note.

    Deleted notes cannot be recovered.

  • Convert to task: Convert your note into a task.

  • Convert to Doc: Convert your note into a Doc.

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When you open a note, you have four new options presented in the lower-right corner:

  • Print Description: Print your note.

  • History: View and revert changes to notes.

  • Full screen: Expand any note to fill your screen.

  • Convert to task: Convert your note into a task.

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You can take your notes with you using the ClickUp Chrome Extension.

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