Using the Notepad

  • Updated

The 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!

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

By default, the Notepad is enabled. To toggle this feature: 

  1. Click your avatar in the lower-left corner of your Workspace.

  2. Select My Settings.

  3. Scroll down and flip the toggle for Notepad on or off.

Create a note

To create a new note:

  1. Ensure Notepad is enabled in your settings.

  2. From anywhere in your Workspace, use the p hotkey or click the Quick Action button in the lower-right corner of your screen.

  3. Title your new note.

  4. Type out your ideas.

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

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.

Tip: 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.

    • Tip: This option must be enabled in order to unarchive notes.

When you hover over an individual note, you will see four additional options:

  • Rename: Rename your note.

  • Archive/Unarchive: Archive or unarchive your note.

  • Delete: Delete your note.

    • Warning: Deleted notes cannot be recovered.

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

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

Note: When you open an individual note, these four options will still be available by clicking on the ellipsis ... menu in the upper-right corner of your note.

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

  • 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.

Tip: You can take your notes with you using the ClickUp Chrome Extension!

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