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
How we use Docs
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
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.
How to add a Doc
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
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:
Assigned to me: you have unresolved assigned comments
Shared: you and other people have access
Private: personal Docs managed by you
To add a new Doc from your Doc Home,
Click + Add Document
A modal will reveal a new doc fo you to start working on!
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.
Click the + View
Select Page Views
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.
Open a task
Click Add in the Attachments OR the Doc icon in the comments
Create your Doc!
You can also add a Doc to your task description by using /docslash 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.
Click the + in the bottom righthand corner of your Workspace
Select the Doc icon
Create your Doc!
How to add and nest pages
While viewing a Doc, click + Add Page from the sidebar.
Give your page a title
Drag the page under another page (or use the Add page inside option) to start nesting
Expand and collapse nested pages with the carrot beside the parent page
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
Sharing & Permission options
While in the Docs Home, click the share icon on any Doc
You will be presented with a few options depending on what plan you are on:
- Private: only be visible to you
- Shared: share with all team members by default - clicking on
share with individual people will give you the option to customize who has access and
their permission level
- Shared with location: attach to a location as a Doc view - all users with access to
that location will get access to the Doc
How to share a Doc publicly from a Doc view
Docs and pages are publicly sharable! Create a public link to give anyone access with the permissions you
Share all Docs in a view from the ... menu in your Views toolbar
Share select pages from the ... menu in the Docs sidebar (beneath PAGES )
Toggle the Share via link switch to create sharable links
- Private link: Only ClickUp Workspace members will be able to visit
- Public link: Read below
Sharing a Doc with Google:
Share Doc with Google: This allows docs to be indexed by Google and other search engines.
Your doc may then be found by anyone with access to Google's search!
Only share with people you give the link to: By default, when this toggle is flipped on,
only people with the unique link will be able to access the doc, but search engines won't see it.
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 button!
Add List views inside of your Docs (and task descriptions) to insert databases of any kind!
Use the /slash command list
Paste a public link
Paste an internal link
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 /tc
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!
you have disabled them. You can change your cookie settings at any time but parts of our site will not function