Use Notepad in ClickUp

The Notepad in ClickUp is a simple, private space where you can capture quick notes, outline ideas, and turn important items into tasks without leaving your workspace.

This how-to guide walks you through opening Notepad, creating notes, editing content, and converting notes into actionable tasks so you can move effortlessly from planning to execution.

What is Notepad in ClickUp?

Notepad is a lightweight note-taking tool built directly into ClickUp. It is designed for fast, personal note capture rather than shared documentation.

Notes in Notepad are:

Private to you by default.
Accessible from anywhere inside the platform.
Quick to convert into tasks when you are ready to take action.

Because Notepad is always just a click away, it is ideal for jotting down ideas during meetings, drafting checklists, or keeping temporary reference information.

How to open Notepad in ClickUp

You can open your Notepad from the toolbar inside ClickUp. It stays available no matter which Space, Folder, or List you are viewing.

Open Notepad from the toolbar

Sign in to your ClickUp workspace.
Look at the right side of the lower toolbar.
Click the Notepad icon to open the Notepad panel.

The Notepad panel will slide out, showing your existing notes and allowing you to create new ones.

Pin or collapse Notepad

Once the Notepad panel is open, you can choose how visible it remains while you work in ClickUp.

Pin Notepad: Keep the panel visible while you navigate through your work.
Collapse Notepad: Hide the panel to get more screen space, then reopen it from the toolbar when needed.

Create and manage notes in ClickUp Notepad

Creating and organizing notes in Notepad is straightforward and keeps your information close at hand inside ClickUp.

Create a new note

Open Notepad from the toolbar.
Click the + New note button (or similar add button).
Enter a title for your note so you can easily recognize it later.
Click into the body area and start typing your content.

Each note appears as its own item in the Notepad list, and you can switch between notes by selecting them from the sidebar within the Notepad panel.

Edit an existing note

To update or refine a note in ClickUp Notepad:

Open Notepad from the toolbar.
Select the note you want to edit.
Click into the note body and make your changes.

Your updates are saved automatically, so you can move on to other work inside ClickUp without worrying about losing your changes.

Rename or delete a note

As your notes evolve, you may want to rename or remove them from Notepad.

Rename a note: Click the note title, edit the text, and click away to save.
Delete a note: Use the note options menu (such as a three-dot menu) and choose the delete option to remove the note from Notepad.

Use descriptive titles to keep your ClickUp Notepad organized and easy to scan.

Format content in ClickUp Notepad

Notepad offers basic formatting tools to keep your notes readable and structured while you work in ClickUp.

Apply simple formatting

Inside a note, you can use standard formatting options such as:

Bold or italic text for emphasis.
Bulleted lists to outline ideas.
Numbered lists for ordered steps.

Use these tools to make action items stand out, separate topics, and keep your information scannable.

Use lists for quick workflows

Lists inside Notepad are helpful when you are planning short workflows in ClickUp, such as:

Meeting talking points.
Daily to-do items.
Key takeaways from a call.

You can then convert important list items into full tasks when you are ready.

Convert notes into tasks in ClickUp

One of the most powerful ways to use Notepad is to convert notes into actionable tasks inside ClickUp. This keeps your work connected from idea to completion.

Turn a full note into a task

Open Notepad from the toolbar.
Select the note you want to convert.
Open the note options menu.
Choose the option to Convert to task (or similar).
Select the Space, Folder, and List where the new task should live.
Confirm to create the task.

After conversion, ClickUp creates a task using your note content, and you can assign it, set due dates, and add it to your workflows.

Copy content into an existing task

If you prefer to keep notes and tasks separate but related, you can copy text from Notepad and paste it into task descriptions, comments, or subtasks in ClickUp.

Highlight the text within your note.
Copy it using your standard keyboard shortcut or context menu.
Open the relevant task in ClickUp.
Paste the content into the description or comment area.

This is useful for adding meeting notes or research directly into the tasks that need them.

Best practices for using ClickUp Notepad

To get the most value from Notepad inside ClickUp, follow these simple tips.

Use Notepad as your quick capture inbox

Capture ideas the moment they occur, without switching tools.
Keep short-lived information, like temporary reminders, in Notepad.
Review notes regularly and convert important items into tasks.

Keep your Notepad tidy

Rename notes to reflect their purpose or project.
Delete notes that are no longer needed.
Group related ideas into a single note with clear headings or bullet lists.

Connect notes to your workflows

Make a habit of turning the most important notes into tasks so they are not forgotten. This keeps your ClickUp workspace aligned with what you actually plan to deliver.

Convert planning notes into tasks with due dates.
Attach copied Notepad text to task comments for team visibility.
Use notes during meetings, then create follow-up tasks on the spot.

Learn more about Notepad in ClickUp

For the official product documentation on using Notepad inside ClickUp, visit the original help article here: Use Notepad.

If you want strategic guidance on structuring your workspace and documenting your workflows around these features, you can explore consulting resources at Consultevo.

By combining quick capture in Notepad with structured tasks, you can keep your thoughts organized and make sure nothing important is lost as you work in ClickUp.

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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