Create Tasks From Docs in ClickUp

In ClickUp, you can quickly turn notes, plans, and wiki content into actionable tasks directly from a Doc. This keeps ideas connected to your workflows and makes it easy to track progress without leaving the editor.

This guide explains every way to create a task from a Doc or wiki, how task titles and descriptions are generated, and what to expect once tasks are created.

Ways to Create a Task From a Doc in ClickUp

You can create tasks from a Doc or wiki page in several simple ways. All methods work inside the ClickUp Doc editor and use existing text as the basis for the new task.

• Using the highlight toolbar
• Using the floating toolbar
• Using the slash command menu
• Using the right-click context menu

Use the Highlight Toolbar in ClickUp Docs

The highlight toolbar appears whenever you select text in a Doc. From there, you can instantly convert that text into a new task.

Steps to create a task from highlighted text in ClickUp

1. Open the relevant Doc or wiki page in ClickUp.

2. Select the text you want to turn into a task title or description.

3. In the highlight toolbar that appears, click the option to create a task.

4. Complete the task details in the task creation modal, if prompted.

5. Save the task to add it to the selected Space, Folder, or List.

Using the highlight toolbar is ideal when you already have clearly written bullet points, action items, or requirements in your ClickUp Doc.

Create a Task From the Floating Toolbar in ClickUp

The floating toolbar is available inside the ClickUp Doc editor and provides formatting and action shortcuts. One of these actions lets you quickly create a task.

Steps to create a task using the floating toolbar

1. Click into any text block inside your Doc.

2. Hover to reveal the floating toolbar on the left side of the block.

3. Select the option to convert or send the block to a task.

4. Adjust task settings such as the List or assignee, if options are available.

5. Confirm to create the new task.

This is helpful when each paragraph or bullet in your ClickUp Doc represents a standalone work item.

Use Slash Commands in ClickUp Docs

Slash commands let you quickly access advanced Doc features, including creating tasks. This method is keyboard-friendly and efficient when writing structured notes.

Steps to create a task with a slash command

1. Place your cursor where you want to work in the Doc.

2. Type a forward slash / to open the slash command menu.

3. Search for the option related to creating a task.

4. Select the command from the menu.

5. Fill out the task details and confirm creation.

Slash commands in ClickUp Docs are ideal when you want to stay on the keyboard and quickly move between writing and task creation.

Create a Task Using the Right-Click Menu in ClickUp

The right-click context menu provides another convenient way to convert text into tasks while working in a Doc.

Steps to create a task from the context menu

1. Highlight the text you want to turn into a task.

2. Right-click the highlighted text inside the Doc.

3. In the menu, choose the option that creates a task from the selection.

4. Review the prefilled title and description and adjust as needed.

5. Save the task to complete the process.

The right-click menu in ClickUp is useful if you prefer mouse-driven navigation instead of toolbar controls.

How ClickUp Uses Doc Content for New Tasks

When you create a task from a Doc or wiki page, ClickUp uses the text you selected or the active block to generate task content. Understanding how this text is handled helps you structure your documents for faster task creation.

Task titles from Doc content

• If you select a short line of text, ClickUp typically uses it as the task name.

• Longer selections may be shortened for the title, with the remainder added to the description.

• Text from headings or bullets often translates cleanly into task titles.

Task descriptions from Doc content

• When you highlight multiple lines or a full paragraph, ClickUp can place most of that content into the task description.

• Formatting such as line breaks, bullet points, and basic styling is often preserved for clarity.

• You can immediately edit the description after creation to refine details or add subtasks.

Organizing Docs with clear headings, bullet lists, and concise statements makes it easier for ClickUp to generate meaningful tasks with minimal editing.

Where Tasks Created From Docs Appear in ClickUp

Tasks created from a Doc or wiki page behave the same as any other task in ClickUp. They are added to a specific Space, Folder, and List, depending on how your Doc is configured or where you choose to save them.

• You can open the new task directly from the creation modal.

• The task appears in task views such as List, Board, or Calendar depending on your setup.

• Standard features like assignees, due dates, priorities, and custom fields remain available.

Linking work items to the original text in ClickUp Docs helps keep context available for your team as they complete the task.

Benefits of Creating Tasks From Docs in ClickUp

Using Docs as a starting point for tasks lets your team move seamlessly from brainstorming to execution within ClickUp.

• Reduce manual copying and pasting between tools.

• Preserve the original context from your Doc or wiki page.

• Standardize how meeting notes, specs, and ideas become actionable tasks.

• Encourage teams to document decisions directly in ClickUp Docs.

Teams can also combine Docs, tasks, and views to keep planning and delivery tightly integrated inside one workspace.

More Help With ClickUp Documentation Workflows

For a deeper look at the original instructions for creating tasks from a Doc or wiki in ClickUp, you can review the official guide on the help center: Create a task from a Doc or wiki.

If you want strategic guidance on structuring processes, naming conventions, or workspace organization around Docs and tasks, consider working with a specialist. The consultants at Consultevo help teams design scalable ClickUp implementations that turn documentation into actionable workflows.

By using Docs as a source of truth and creating tasks directly from that content, your team can fully leverage ClickUp as a unified hub for planning, documentation, and execution.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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