Create Mobile Docs in ClickUp

Create Mobile Docs in ClickUp

The ClickUp mobile app lets you create, edit, and organize Docs and pages so you can capture ideas and collaborate from anywhere. This guide walks you through every step, from starting a new Doc to managing pages on your phone or tablet.

Getting started with ClickUp Docs on mobile

Before you create content, make sure you are signed in to your workspace in the ClickUp app and have access to the Space, Folder, or List where you want the Doc to live.

Where ClickUp Docs live in your workspace

On mobile, Docs are organized under the hierarchy of your workspace. You can attach a Doc to specific work items or keep it general for broader documentation.

  • Create Docs from almost anywhere in the app.
  • Attach Docs to relevant locations for quick reference.
  • Use pages inside a Doc to break content into sections.

How to create a new Doc in ClickUp mobile

Use these steps to create a new document directly from your device.

  1. Open the ClickUp mobile app and log in.

  2. Navigate to the area where you want the Doc to live, such as a Space, Folder, or List.

  3. Tap the + or Add button (depending on your device interface).

  4. Select Doc from the available item types.

  5. Name your Doc and choose the location if prompted.

  6. Tap Create to open the new Doc editor.

Once the Doc is created, you can immediately start typing, formatting content, and adding pages.

Add and format content in ClickUp Docs

The mobile editor lets you add rich content while keeping the interface touch-friendly and simple.

Typing and basic formatting in ClickUp Docs

To add and style text inside your document:

  1. Tap anywhere in the Doc to place the text cursor.

  2. Start typing your content. The editor automatically adds paragraphs.

  3. Use the formatting toolbar (usually above the keyboard) to apply styles such as:

    • Headings
    • Bold, italic, underline
    • Bullet and numbered lists
    • Quotes and code blocks (if available on your device)
  4. Tap outside the text area to collapse the keyboard when done.

Insert lists and structured content

Organize your ideas using lists and structured elements:

  • Tap the bullet list icon to create unordered lists.
  • Tap the numbered list icon to create ordered steps.
  • Press Enter to add a new item in the list.
  • Use indentation controls to create sub-items where supported.

Use headings to structure ClickUp Docs

Headings help scan your document quickly on a smaller screen.

  1. Select the text you want to turn into a heading.

  2. Tap the style or heading button in the toolbar.

  3. Choose the desired heading level, such as H1, H2, or H3.

  4. Repeat for other major sections of your Doc.

Create and manage pages in ClickUp Docs

Pages let you split one document into multiple sections, making it easier to manage long content in the ClickUp mobile app.

Create a new page in your ClickUp Doc

To add a page inside an existing document:

  1. Open your Doc in the ClickUp mobile app.

  2. Look for the pages panel or navigation icon, typically on the side or top of the screen.

  3. Tap Add page or the + icon in the pages area.

  4. Name the new page so you can easily identify it later.

  5. Start adding content as you would on the first page.

Reorder pages in a ClickUp Doc

Rearrange pages to keep information in a logical flow:

  1. Open the document and display the list of pages.

  2. Touch and hold the page you want to move.

  3. Drag it up or down in the list to the new position.

  4. Release your finger to drop the page into place.

The new page order is saved automatically and applies across all devices where you access the document in ClickUp.

Rename or delete pages on mobile

Keep your documentation clean by renaming or removing pages as needed.

  • Rename a page
    1. Open the Doc and locate the page in the pages panel.
    2. Tap the options icon (usually three dots) next to the page title.
    3. Select Rename.
    4. Enter the new page name and confirm.
  • Delete a page
    1. Open the pages panel in your Doc.
    2. Tap the options icon next to the page you want to remove.
    3. Select Delete and confirm the action.

Share and collaborate in ClickUp Docs on mobile

After building your Doc and pages, you can share them for review or collaboration directly from the mobile app.

Adjust sharing settings in ClickUp Docs

Sharing and permissions control who can view or edit your content:

  1. Open the Doc you want to share in ClickUp.

  2. Tap the share or permissions icon at the top of the screen.

  3. Choose the access level, such as view-only or edit rights.

  4. Add people or teams from your workspace if needed.

  5. Confirm the changes to update permissions.

Copy and share a Doc link

To quickly send a document link to teammates:

  1. Open the document in the mobile app.

  2. Tap the share icon.

  3. Select the option to copy the Doc link.

  4. Paste the link into chat, email, or any communication tool.

Best practices for mobile Docs in ClickUp

Use these tips to keep your Docs easy to navigate and maintain on smaller screens.

  • Use clear, concise page names so teammates can find information quickly.
  • Break long Docs into multiple pages instead of one long scroll.
  • Use headings and lists for scannable content.
  • Review permissions regularly to keep sensitive information secure.
  • Sync important notes from meetings or calls directly into Docs while on the go.

Learn more about ClickUp Docs

For the official technical reference on creating Docs and pages on mobile, see the source article on the ClickUp Help Center.

If you want expert help implementing documentation and productivity workflows, consult the specialists at Consultevo, who focus on modern work management platforms.

By following these steps and best practices, you can confidently create, organize, and share Docs and pages from the ClickUp mobile app, keeping your team aligned wherever you work.

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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