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.

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

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.

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!

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.

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.

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

Updated September 16, 2022 03:12