Intro to Docs

ClickUp Docs easily integrate with tasks, empowering your team to take action and get work done faster.

What you'll need

Find Docs in your Workspace

You can search for Docs using Command Center. In ClickUp 3.0, Command Center can also be accessed through Docs Hub.

  1. Open Command Center in one of the following ways:
    • In either ClickUp version, press Cmd + K on Mac or Ctrl + K on PC. 
    • In ClickUp 2.0, in the upper-left corner of your Sidebar click Search.
    • In ClickUp 3.0, in the toolbar click Search.
    • Or in ClickUp 3.0, from the upper-right corner of the Docs Hub click Search Docs.
  2. From Command Center, select the Docs tab.
  3. Use the Doc's name or keywords to search for the Doc.

Create Docs

Quickly create a new Doc from the Command Center. In ClickUp 3.0, Command Center can also be accessed through Docs Hub.

To quickly create a new Doc:

  1. Open Command Center in one of the following ways:
    • In either ClickUp version, press Cmd + K on Mac or Ctrl + K on PC, then type Create Doc.
    • In ClickUp 2.0, in the upper-left corner of your Sidebar click Search.
    • In ClickUp 3.0, in the toolbar click Search.
    • Or in ClickUp 3.0, from the upper-right corner of the Docs Hub click New Doc.
  2. Create the Doc.

Pages

Add structure to the content in your Docs using pages and subpages. Drag and drop pages to quickly re-order and nest them inside other pages. Add cover images and page icons using popular emoji to add flair to your content!

Screenshot of someone adding a Page to a Doc.

Learn more about the text formatting available in Docs.

Search Pages

Find a specific page in your Doc by searching for keywords or phrases.

To search a Doc with more than one page:

  1. Open the Doc.
    • If the Pages sidebar is not expanded, click Show pages in the upper-left corner.
  2. In the Pages sidebar, click the search icon at the top.
  3. Type a keyword or phrase.
  4. Pages that include the word or phrase will display in the search results.

Screenshot of someone searching Docs for a specific page using keywords.

Use ClickUp AI in Docs

AI is available everywhere in ClickUp text can be used.

Use AI to:

Screenshot of a Doc being summarized using ClickUp AI.

Take a look at our Intro to ClickUp Brain article for more info for more info on purchasing and using AI. 

Import and export

Import your content from other apps into ClickUp Docs to use rich formatting and collaborative editing.

Take your Docs outside of ClickUp by exporting them into PDF, HTML, or markdown.

Comments

Add comments to Docs to collaborate with your team! Ask and answer questions, provide feedback and approval, or suggest content with rich text formatting, embeds, and attachments.

Screenshot of someone leaving a comment on a sentence within a Doc.

Doc comments are automatically assigned to Anyone or the first person or Team that you mention in a comment.

Doc tags

Create Doc tags to filter and find the Docs you're looking for even faster.

Workspaces on the Free Forever, Unlimited, and Business Plan have 100 uses of Doc tags. Workspaces on the Business Plus Plan and Enterprise Plan have unlimited uses.

Docs Hub

If you're using ClickUp 3.0, the Docs Hub allows you to organize, search, and create Docs from one centralized location!

Views

Create a Doc view that lives in a specific Hierarchy location.

Deleting a Doc view will also delete the Doc. To avoid deleting the Doc, move the Doc's location before deleting the view. 

Templates

Find and create templates to improve efficiency and keep your Docs consistent.

Privacy and sharing

Set permissions and share Docs with others in your organization and the world!

Screenshot of someone sharing a Doc.

Relationships

Add context and navigate between items quickly by creating Relationships between Docs and tasks.

Protect Docs and pages

Users on the Business Plus Plan and above can prevent unwanted changes to pages and Docs by protecting them.

Settings and preferences

Learn more about Docs settings and preferences.

Archive Docs

Done with a Doc, but not ready to delete it? Archive it instead!

While archived Docs are hidden automatically, their information is not deleted. You can unarchive Docs at any time.

Add Docs to the Sidebar

You can add Docs to the Sidebar for quick access.

Check Doc history

You can see the history of changes made to a Doc or restore previous versions. To check a Doc's history:

  1. Open a Doc.
  2. In the upper-right, click the ellipsis ... menu.
  3. Click History.

You can see a preview of what changes were made, who made them, and the time and date the changes were made.

Owners and contributors

Keep track of Doc ownership by adding owners and contributors:

  • Owner: The person who created a Doc or anyone who has been added as an owner.
  • Contributor: Someone who has either edited the Doc or been added as a contributor. Owners can not be added as contributors.

Add an owner

People with edit or full permissions can add owners to a Doc.

To add an owner:

  1. Open a Doc.
  2. At the top, click the owner's avatar.
  3. Click Add new.
  4. Select the person you want to add as an owner.

Add a contributor

People with edit or full permissions can add contributors to a Doc.

To add a contributor:

  1. Open a Doc.
  2. At the top, click Contributors.
  3. Click Add new.
  4. Select the person you want to add as a contributor. 

Create a task from a Doc

You can create a task from any text within a Doc.

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