Intro to Docs

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

What you'll need

Docs and wikis

A wiki is a Doc that's prioritized as the source of truth. Unless specified, anything that applies to Docs also applies to wikis. 

Learn more from our article Create a wiki.

Create a Doc

You can create a Doc from the Sidebar, Views Bar, location header, toolbar, Docs Hub, a template, and using /Slash Commands anywhere that allows text.

Create a wiki

Use wikis to manage knowledge and quickly identify the most up-to-date info. You can create a wiki anywhere a Doc can be created. 

Docs Hub

Docs Hub allows you to organize, search, and create Docs from one centralized location.

Find Docs in your Workspace

You can search for Docs using Command Center and Docs Hub.

  1. Open Command Center in one of the following ways:
    • Press Cmd + K on Mac or Ctrl + K on PC. 
    • In the toolbar click Search.
    • Or 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.

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 images

You can add images to your Docs by dragging or pasting the file directly onto the page. Once an image has been added, select it to reveal the editing options. 

2024-04-24_11-03-56.png

You can click and drag the handles on either side to resize the image or select from the following options in the editing toolbar: 

  • Align left: Align the image to the left side of the page. 
  • Align center: Align the image to the center of the page. 
  • Align right:Align the image with the right side of the page. 
  • Replace image: Replace the image with a different one. 
  • Reset width: Reset the width of the image to its original size. 
  • Comment: Add a comment to the image. 
  • Preview fullscreen: Open the image in fullscreen. 
  • More: View more image settings
    • Download: Download the image to your device. 
    • Duplicate: Create a copy of the image. 
    • Copy block link: Copy a link to the image's content block
    • Delete: Delete the image. 

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.

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.

To share a link to a specific page or subpage, click the ellipsis ... beside the page in the left sidebar and click Share

Copy a Block link

You can also share links that are connected to specific blocks of text in your Doc.

To copy a Block link: 

  1. Click the drag handle beside any block of text. 
  2. Select Copy Block link

2024-03-07_10-32-15.png

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.

Was this article helpful?