How to Use the Docs Header in ClickUp

The Docs header in ClickUp gives you quick access to navigation, sharing, and organization tools so you can work faster and keep every document under control.

This step-by-step guide explains each part of the Docs header, how to open it, and how to use every control to manage your pages, views, and sharing options.

Accessing the ClickUp Docs header

The Docs header is visible at the top of your document as soon as you open a Doc in ClickUp. It includes navigation buttons, location and sharing controls, and tools for views and pages.

1. Open any Doc from your Workspace.
2. Look at the upper-left and upper-right corners of the document window.
3. Identify the rows of controls above the document content. These rows form the Docs header.

The header layout is divided into a left side and right side, each with a clear purpose.

Left side of the ClickUp Docs header

The left side of the Docs header focuses on document navigation and layout tools. Use it to move between pages, close the Doc, and choose how you want to view your content.

ClickUp navigation buttons

The first icons on the left are navigation buttons that help you move between Docs you have opened in the same browser tab.

• Back button: Returns you to the previous Doc you viewed in the current tab.
• Forward button: Moves you ahead to the next Doc, if you used the Back button before.
• Close Doc: Closes the current Doc and returns you to the previous location, such as a task, folder, or list.

These navigation tools make it simple to review several Docs in a row without opening new tabs.

Doc name and ClickUp subpage navigation

Next to the navigation buttons, you will see the name of your Doc. This includes page navigation controls to move between subpages.

• Doc name: Shows the title of the current Doc. You can click the name area to rename the Doc, depending on your permissions.
• Left and right arrows: Use these arrows to move to the previous or next subpage inside the same Doc.
• Page icon: Indicates that you are working inside a multi-page Doc with a clear page hierarchy.

Use the page arrows to quickly scan through related content without leaving the main document view.

ClickUp page list and outline controls

The Docs header also gives you tools to open a panel with your pages and outline, so you can see the structure of your Doc at a glance.

• Doc pages icon: Opens a panel showing all pages in the current Doc. You can use this list to jump directly to any page.
• Outline icon: Opens a table of contents panel based on headings in your Doc. This lets you navigate to sections instantly.
• Focus mode: Hides the sidebar and extra panels so you can concentrate only on the document content.

Combining the page list and outline panel allows you to manage long documents much more efficiently.

View and filter options in ClickUp Docs

To the right of the page tools, the Docs header offers view and filter options that help you locate and manage information inside the Doc.

• Views selector: Switch between different views connected to your Doc, like tasks or other contextual views, if they are available.
• Search in Doc: Use the search field to find specific words or phrases inside the Doc.
• Filter: Filter content in associated views where filtering is supported.
• More menu (ellipsis): Opens additional options, such as expanding the Doc, accessing editing settings, or viewing connected items.

These options help you manage complex Docs that are tied to tasks, sprints, or documentation systems.

Right side of the ClickUp Docs header

The right side of the Docs header contains controls for sharing, permissions, location, and version history. Use this area to keep your document organized and accessible to the right people.

ClickUp Doc location and attachment

The first area on the right displays where the Doc lives inside your Workspace and how it is attached.

• Location field: Shows the current location of the Doc, such as the Space, Folder, or List it is attached to.
• Change location: Click the location field to move the Doc to a different Space, Folder, or List, if you have permission.
• Attachment indicator: Shows whether the Doc is attached to a specific task or item.

Keeping an accurate location helps teammates find the Doc quickly from related tasks or spaces.

Sharing and permissions in ClickUp Docs

Next to the location controls, you will find the main sharing options. These tools determine who can open and edit your Doc.

• Share button: Opens the sharing settings for the Doc.
• Workspace sharing: Choose whether the Doc is visible to everyone in the Workspace or only specific people.
• Guests and teams: Invite guests or teams to view or edit the Doc with tailored permissions.
• Public link: Turn on or off a public link, when allowed, to share the Doc with people outside your Workspace.

Always review sharing settings before distributing important Docs to ensure that only the correct audience has access.

Doc collaboration indicators

The Docs header also displays live collaboration indicators so you know who is working in the document.

• Avatars: Profile images show which people currently have the Doc open.
• Presence status: Hover over an avatar to see who is active and what section they may be viewing.
• Comment and activity tools: Access comments and activity history from controls in or near the header, depending on configuration.

These indicators are especially useful during team reviews, live editing sessions, and documentation sprints.

ClickUp Doc settings and history

Finally, the right side of the Docs header provides quick access to Doc-level settings and history tools.

• More options menu: Access additional document settings and actions.
• Version history: Review previous versions of the Doc, restore older content, or compare changes, if available.
• Favorites and pinning: Mark the Doc as a favorite so it appears in your personal favorites list.

Using history and favorites makes it easy to maintain reliable documentation and retrieve earlier drafts when necessary.

Best practices for using the ClickUp Docs header

Following a few basic practices will help you get the most from the Docs header in everyday work.

• Use Back and Forward navigation instead of opening many browser tabs for related Docs.
• Organize content into multiple pages and use the page list and outline for long documents.
• Set a clear location for each Doc so your team can find it from Spaces, Folders, or Lists.
• Review sharing settings before you send any links to teammates or external collaborators.
• Pin high-value Docs and check version history when you need to audit changes.

More resources for working with ClickUp Docs

You can learn more about the Docs header and related features by visiting the original help article from the platform. For the authoritative reference, see the official documentation here: Docs header help article.

If you want strategic guidance on organizing work management content, documentation, and workflows, explore consulting resources such as Consultevo for additional tips and services.

By mastering each control in the Docs header, you can streamline navigation, improve collaboration, and maintain clear structure across every document in your Workspace.

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