Manage Doc Relationships in ClickUp
In ClickUp, Doc Relationships help you connect Docs to tasks, views, and other items so your team can quickly find relevant work without switching contexts.
This how-to article explains where to see existing connections, how to open related items, and how to create new Doc Relationships step by step.
What are Doc Relationships in ClickUp?
Doc Relationships in ClickUp are links that connect a Doc with other items in your Workspace. These connections make it easier to navigate between related work and keep information organized.
Relationships can exist between a Doc and:
- Tasks and subtasks
- Views (such as List or Board views)
- Other Docs
- Whiteboards
Once set up, these relationships appear in a dedicated panel so you can open connected items without searching.
Where Doc Relationships appear in ClickUp
You can view Doc Relationships in ClickUp from several locations, depending on which item you are working with.
Doc Relationships from a Doc in ClickUp
When you are editing or reading a Doc in ClickUp, you can see all related items from the Relationships panel.
- Open the Doc you want to review.
- Look to the right side of the Doc for the sidebar.
- Select the Relationships icon to open the panel.
- Review all items listed under each Relationship type, such as tasks, views, and other Docs.
From this panel, you can quickly open any related item in a new tab or directly in the same window.
Doc Relationships from a task in ClickUp
Tasks in ClickUp can hold Relationships that include Docs, so your team can jump from the task directly into supporting documentation.
- Open the task that you want to inspect.
- In the right sidebar or task details area, locate the Relationships section.
- Find any linked Docs listed there.
- Click a Doc name to open it in a new or existing tab.
This allows you to keep work context intact, since the task and Doc stay connected within the same Workspace.
Doc Relationships from views in ClickUp
Views in ClickUp, such as List or Board views, can also show Relationships to Docs.
- Open a view (for example, a List view for a project).
- Locate the item or panel labeled Relationships if it has been configured.
- Review any Docs or additional items listed there.
- Select a Doc to open it and see the connected content.
Using views with Relationships makes it simple to navigate from high-level project overviews to detailed Docs.
How to open Doc Relationships in ClickUp
Once you know where to find the panel, opening Doc Relationships in ClickUp is straightforward.
- From a Doc: Use the Relationships icon in the sidebar and click any related item.
- From a task: Open the Relationships section and select the linked Doc or view.
- From a view: Open the configured Relationships and choose the connected Doc.
Each click takes you directly to the relevant item, saving time and reducing the need to search or browse multiple spaces.
How to create new Doc Relationships in ClickUp
You can manually create Doc Relationships in ClickUp so that important items stay linked and easy to access.
Create a Relationship from a Doc in ClickUp
- Open the Doc where you want to add a Relationship.
- Click the Relationships icon in the right-hand sidebar.
- Select Add or the plus (+) button.
- Choose the type of item you want to connect, such as a task, view, or another Doc.
- Search for the specific item by name or browse the list.
- Click the item to add it as a Relationship.
After saving, the new Relationship appears in the panel, and anyone with access to the Doc can open the connected item.
Create a Relationship from a task in ClickUp
- Open the relevant task.
- Go to the Relationships section in the task view.
- Click Add or the plus (+) button.
- Select Doc as the item type.
- Search for the Doc you want to link.
- Choose the Doc and confirm to create the Relationship.
The Doc is now connected to the task, and the same Relationship appears both in the task and in the Doc’s Relationships panel.
Create a Relationship from a view in ClickUp
- Open the view where you want to manage Doc Relationships.
- Find the Relationships area, usually in the toolbar or sidebar.
- Select Add to create a new connection.
- Pick Doc or another relevant item type.
- Search for the correct Doc or item.
- Confirm to complete the Relationship.
This method lets teams keep important Docs connected to high-level project or portfolio views in ClickUp.
Manage and remove Doc Relationships in ClickUp
Sometimes you need to tidy up your Workspace by removing outdated or incorrect connections.
- Open the Doc, task, or view that holds the Relationship.
- Go to the Relationships panel or section.
- Hover over the item you want to remove.
- Click the Remove or Delete option (often displayed as an X or trash icon).
- Confirm the removal if prompted.
Removing a Relationship does not delete the Doc or the related item; it only breaks the link between them.
Best practices for Doc Relationships in ClickUp
To make the most of Doc Relationships in ClickUp, follow these tips:
- Standardize connections: Decide which Docs should always be related to certain tasks or views, such as project briefs or process guides.
- Use clear naming: Give Docs descriptive titles so they are easy to find during Relationship searches.
- Review regularly: Periodically check and clean up Relationships to remove outdated links.
- Combine with views: Use views and Relationships together to move from overviews to detailed Docs with one click.
Learn more about Doc Relationships in ClickUp
For full technical details and feature specifics, you can review the official documentation on Doc Relationships directly from ClickUp at this support article.
If you need expert help configuring your workspace, workflows, and Doc organization strategy, you can also consult implementation specialists at Consultevo.
By understanding how to see, open, and create Doc Relationships in ClickUp, your team can keep tasks, views, and documentation tightly connected, making it easier to find the right information at the right time.
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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