Create docs, wikis, and knowledge bases anywhere in ClickUp. Each doc is flexible, sharable, and can contain an unlimited number of pages.
You can even share your docs publicly, without having to log into ClickUp!
Lists in ClickUp often represent a feature. We break this feature down into steps and each page details what needs to happen for the feature to function properly. This really helps everyone on the Workspace understand what they're working on, and it makes writing documentation for the public easy when we're done!
For example, we create a doc view for each of the custom templates[link] you're able to use in ClickUp. This makes it simple for our users to understand what they're looking at and how things are structured in a glance. We even throw in some tips for getting the most out of these templates.
We've created a Workspace contact list with everyone's details. This makes it easy to get ahold of anyone in the Workspace, even if they're not online.
There are multiple ways to add Docs in ClickUp! Docs can either be attached to a location (List, Folder, Space, Workspace) or they can be on their own.
Option 1: Docs Home
Docs Home is located on your lefthand sidebar. Here, any new Doc you create will be private by default and not attached to any location.
However, you can customize sharing to share with individual people, or you can attach your Docs to views.
When you choose to attach Docs to views, sharing is inherited from that view. For example, if a List has 5 people in it, then your Doc attached to that List will also have those same 5 people.
Note: Free plans can only create Docs that are attached to views.
Docs are organized here by category:
To add a new Doc from your Doc Home,
+ Add Document
Option 2: Doc View
When you're on any List, Space, or Folder level in your Workspace, you can create a Doc view. Doing this will always attach that Doc to this view.
Docs added to views will always inherit sharing from the location that it's attached to.
Option 3: Task View
Spin up a new Doc when you're in the midst of working on a task. Docs created here will be attached to your task and appear in your Docs Home for easy access.
Addin the Attachments OR the Doc icon in the comments
You can also add a Doc to your task description by using
/doc slash command!
Option 4: Quick Create
Quickly create a Doc from anywhere in your Workspace that will live comfortably in your Docs Home until you're ready to share or attach it to a view.
+in the bottom righthand corner of your Workspace
+ Add Pagefrom the sidebar.
Add page insideoption) to start nesting
Want to move a page from one Doc to another? Click the
... menu from the Docs sidebar to quickly
Give your Doc pages visual identifiers by selecting avatars and/or emojis for each one! Click the page icon from your Doc sidebar or within the page itself and toggle between emojis and avatars to find the perfect page identifier.
share with individual peoplewill give you the option to customize who has access and their permission level
Docs and pages are publicly sharable! Create a public link to give anyone access with the permissions you choose.
...menu in your Views toolbar
...menu in the Docs sidebar (beneath
Share via linkswitch to create sharable links
Sharing a Doc with Google:
Easily download your ClickUp Docs as PDF, Markdown, and even HTML files! Plus, you can import Docs using Markdown and HTML.
To get started, click the download button (shown below) on any Doc!
Note: Downloads are also available for public Doc pages in PDF, Markdown, and HTML format.
Available on paid plans only, the
Personal view option makes the doc only visible
Create or Load a Doc Template
Built a wiki you love? Do your Docs contain content to use again and again? Save it as a template! Load project outlines, meeting notes, syllabi, and more to start drafting right away.
Just like you can @ mention users, use
@@ to mention tasks and
@@@ to mention Docs! This can be done within a Doc itself or in a task or
Preview with the Docs Modal
Preview Docs from anywhere in ClickUp with a Doc mention. This is similar to a task mention in that a preview of your Doc is embedded anywhere it is mentioned.
Create Assigned Comments & New Tasks
Select any text in your Doc to turn it into an assigned comment or new task. Once a comment is added, any replies will be threaded within the Doc.
If you're trying to meet a certain word count or simply curious, now you can easily see how many words you're
at from the
... menu in any Doc!
Want to make your public Docs look more official? Instead of plain links, add stylized buttons to fit your
branding using the /slash command
Add List views inside of your Docs (and task descriptions) to insert databases of any kind!
When a Doc is shared publicly, only public List views will be shown publicly.
Table of Contents
Give an outline of what's to come and allow readers to easily jump to any section! Use the
slash command to generate a table of contents from your page headings. Each heading will link to the
specific page section, and any edits will automatically show up in the table.
Sticky formatting toolbar
Customize your editing experience and save time formatting by pinning the toolbar! For those who always want to see your options, pin them to the top for easy access.
Have suggestions for Docs? We'd love to hear about them here!