Use Notepad to quickly save anything you want to remember, like a good idea, a grocery list, or important links. Your Notepad is accessible from all your Workspaces. 

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

When you take notes in ClickUp, you can convert them to tasks or Docs! 

Notepad  is available on every ClickUp Plan to all user roles. 

Open Notepad

You can open Notepad from the toolbar:

• If Notepad is pinned, click the Notepad icon in the toolbar.
• If Notepad is not pinned:
  • In ClickUp 4.0, click your personal avatar and select Notepad.
  • In ClickUp 3.0, click the grid icon and select Notepad.

Create a note

Use Notepad as your daily note-taker! By default, today's date displays as the title so it's easy to see when the note was created. As soon as you open the note, you can start typing. The note is saved automatically. 

To create a new note:

1. Open in the lower-left corner of the Notepad, click + New note.  
   • Or from anywhere in your Workspace, press Option + Shift + N on Mac or Alt + Shift + N on PC.
2. You can name your note now or later.
3. Start typing. Notes save automatically. 

Not sure where to start? In an open note, hover to the left of a line with no text and click the + icon. Add a content block or set text formatting.

Use Notepad across Workspaces

Notepad is connected to your account, not a specific Workspace. If you have multiple Workspaces, Notepad content created in one will be saved to all.

If you need to create something for a specific Workspace, convert your note to a task or Doc. 

Use ClickUp AI

Add rich text and attachments

You can add rich text and attachments using /Slash Commands or the text toolbar. 

To use the text toolbar:

1. Highlight a section of text. 
2. Select formatting options from the toolbar. 

To use /Slash Commands:

1. Type /.
2. Take a look at our Use /Slash Commands article to see the available commands.
   • For example, you can type /attach to add files like images and videos to your notes.

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 doesn't relate to a specific task!

Edit and manage your notes

In the upper-right corner of an open Notepad are the following options:

• Search: Search your notes by keywords found in the title or description of a note.
• Ellipsis ... menu: Click this menu to access the following options:
  • Show archived: View and restore archived notes.
  • Sort by Recent: Sort notes by most recently created. 

In the upper-right corner of an open Notepad or when hovering over an individual note click the ellipsis ... to access these options:

• Rename: Rename your note.
• Convert to task: Convert your note into a task.
• Convert to Doc: Convert your note into a Doc.
• Archive/Unarchive: Archive or unarchive an individual note.
• Delete: Delete your note.
  • Deleted notes cannot be recovered.

In the lower-right corner of an open note, you can access these options:

• Full screen: Expand the note to about three-quarters of your screen.
• Print: Print your note.
• History: View and revert changes to notes.
• Convert to task: Convert your note into a task.
• Convert to Doc: Convert your note into a Doc.