How to Create and Manage Docs in ClickUp
ClickUp lets you create rich, collaborative Docs that live alongside your tasks, views, and workflows so your team can keep work and knowledge in one place.
This step-by-step guide shows you how to create a Doc, format content, manage privacy, use templates, and link Docs to tasks and other items.
Ways to Create a Doc in ClickUp
You can create a new Doc from several places inside ClickUp, depending on what you are working on.
Create a ClickUp Doc with the + icon
- Open any Space, Folder, or List where you want the Doc to live.
- In the top-right corner, select the + View icon.
- From the view options, choose Doc.
- Name your Doc and confirm to create it.
This method creates a Doc directly within a specific location, so it stays organized alongside related tasks and views.
Create a ClickUp Doc from the Docs Hub
- Open the Docs Hub from your sidebar or home area.
- Click the New Doc or similar creation button.
- Choose a Workspace location if prompted, then name the Doc.
The Docs Hub gives you a central place to browse, search, and create Docs across your entire ClickUp Workspace.
Understand the ClickUp Doc layout
Each Doc combines a page sidebar, a formatting toolbar, and a main content area.
- Page list: Shows all pages and subpages in the current Doc.
- Toolbar: Controls text styles, Slash Commands, comments, attachments, and more.
- Content area: Where you write, edit, and collaborate with your team.
The layout is consistent across every ClickUp Doc so it is easy to move between documents and keep content organized.
Use the ClickUp Doc toolbar
The Doc toolbar appears whenever you select text or place your cursor in the content area. It gives quick access to rich formatting and collaboration tools.
Format text in a ClickUp Doc
Use the toolbar to apply styles and formatting such as:
- Headings (H1–H3)
- Bold, italic, underline, and strikethrough
- Bullet or numbered lists
- Quotes and callouts
- Alignment and indentation
Highlight any text, then choose the formatting option from the toolbar to apply it.
Use Slash Commands in ClickUp Docs
Slash Commands speed up writing and structuring content.
- Type / anywhere in the Doc.
- Choose a command such as /heading, /bulleted list, /table, or /divider.
- Press Enter to insert the selected element.
Slash Commands help you quickly add blocks like tasks, embeds, tables, and more without leaving your keyboard.
Add items and attachments in ClickUp Docs
From the toolbar or Slash Commands, you can also:
- Attach files and images.
- Embed links and media.
- Mention tasks, people, and Docs.
- Insert checklists and tables.
This turns your ClickUp Doc into a living workspace that connects directly to work items and resources.
Organize pages inside a ClickUp Doc
Docs support multiple pages and nested subpages, so you can group related content together.
Create and reorder pages
- Open the Doc page sidebar.
- Click the + icon to add a new page.
- Drag and drop pages to reorder them.
- Drop a page under another to create a subpage.
Use separate pages for sections like overview, procedures, notes, and resources to keep your ClickUp Doc easy to navigate.
Manage privacy and sharing in ClickUp Docs
Every Doc has its own privacy and sharing options so you can control access at a granular level.
Set ClickUp Doc privacy
Use the privacy settings to decide who can view or edit a Doc:
- Set the Doc to private for specific people.
- Share with a particular team, Space, Folder, or List.
- Adjust permissions for view-only or full edit access.
Changing Doc privacy does not change permissions on any related tasks or items; each object in ClickUp keeps its own permission settings.
Share Doc links
You can share Docs internally via direct links or, depending on your Workspace settings, via public sharing options. Always review the sharing controls before sending a link outside your company.
Use templates and relationships in ClickUp Docs
Templates and relationships help you reuse content and connect Docs to the rest of your Workspace.
Apply or save a ClickUp Doc template
- Open a new or existing Doc.
- From the toolbar or Doc settings, choose the template option.
- Select a pre-built template or a saved custom template.
- To save your own, create a Doc, then choose Save as Template and name it.
Templates are ideal for repeatable content like meeting notes, SOPs, briefs, and reports inside ClickUp.
Add relationships from a ClickUp Doc
Relationships connect a Doc to tasks, Docs, or other items so information stays linked.
- Open your Doc.
- Use the relationships option in the toolbar or sidebar.
- Search for the task, Doc, or item you want to relate.
- Select it to create the connection.
Relationships make it easy to jump between documentation and work execution within ClickUp.
Collaborate in real time with ClickUp Docs
Docs support live collaboration so multiple people can work together.
- See other users’ cursors and edits in real time.
- Leave comments on text, images, and sections.
- Resolve comments as decisions are made.
Real-time collaboration turns a ClickUp Doc into a central source of truth for projects, processes, and knowledge.
Access and manage Docs across ClickUp
As your Workspace grows, it becomes important to quickly locate the right Doc.
- Use search in the Docs Hub to find Docs by title or content.
- Filter by location, owner, or recent activity.
- Pin key Docs or mark them as favorites for faster access.
The Docs Hub gives you a high-level view of documentation across your ClickUp account.
Where to learn more about ClickUp Docs
For deeper technical details and the latest feature updates, see the official help article on creating Docs: Create a Doc in ClickUp.
If you need expert implementation help, workflow design, or training around Docs and task structures, you can also visit Consultevo for consulting services.
By using Docs alongside tasks, views, and automations, ClickUp becomes a powerful all-in-one hub for both project execution and long-term knowledge management.
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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