Use ClickUp Docs on Mobile

ClickUp makes it easy to create, edit, and share Docs directly from your mobile device so you can capture ideas, document work, and collaborate with your team from anywhere.

This guide walks through how to use Docs on the mobile app, including creating new Docs, formatting content, collaborating with your team, and working offline.

Access ClickUp Docs on mobile

You can open and manage Docs in the mobile app using the Mobile Docs Home and other navigation options.

Open the Mobile Docs Home in ClickUp

Use the Mobile Docs Home view to quickly find and organize your Docs.

Open the mobile app and log in to your Workspace.
Tap the Home icon in the bottom navigation bar.
From the top tabs, select Docs to open your Mobile Docs Home.

From here you can browse recent Docs, search by name, and open any Doc with a single tap.

Navigate to Docs from other areas of ClickUp

You can also reach Docs from several other places in the app:

Tap on a task that has a Doc attached or created from within the task.
Open a Space, Folder, or List that contains a Doc and tap the Doc name.
Use search to look up a specific Doc by title or keyword.

Once opened, Docs provide a focused editor optimized for mobile use.

Create new ClickUp Docs on mobile

You can capture information quickly by creating new Docs directly from your phone or tablet.

Start a new Doc from the ClickUp Home tab

Open the app and tap Home.
Go to the Docs tab at the top of the screen.
Tap the + button or New Doc.
Enter a title for your Doc.
Start typing in the editor to add your content.

The new Doc is automatically saved to your Workspace as you type.

Create a Doc from a task in ClickUp

You can link documentation directly to a task to keep context and content together.

Open a task from any Space, Folder, or List.
Scroll to the Docs or Description area, depending on your layout.
Tap to create a new Doc from the task.
Name the Doc and begin writing.

This Doc remains connected to the task, making it easy for your team to find project details.

Format and organize Docs in ClickUp

The mobile editor supports rich text formatting and organizational tools to keep information clear and readable.

Use rich text formatting in ClickUp Docs

Apply formatting to make important details stand out.

Select any text to open the formatting toolbar.
Choose from options like bold, italics, underline, and headings.
Create bulleted or numbered lists to structure information.
Insert horizontal lines to divide sections in longer Docs.

These tools help keep content scannable and easy to follow on smaller screens.

Insert lists, dividers, and quotes

Organize content using simple elements:

Bulleted lists: Great for overviews, notes, and short items.
Numbered lists: Ideal for step-by-step instructions and processes.
Dividers: Add horizontal lines to break up sections.
Quotes: Highlight key statements or reference text from other sources.

These formatting options mirror the behavior you expect from Docs on larger screens, adapted for the mobile layout.

Collaborate in ClickUp Docs on mobile

Docs in the app support collaboration so teams can work together even when they are away from their computers.

Mention people, tasks, and Docs in ClickUp

Mentions help connect content to people and work items throughout your Workspace.

Type @ followed by a teammate’s name to mention them.
Type @ and search for a task name to link a task.
Type @ and search for another Doc title to reference it.

Mentions create links and notify the right people so they can jump directly into the relevant context.

Share ClickUp Docs with your team

Control who can view or edit Docs from the mobile app.

Open the Doc you want to share.
Tap the sharing or permissions icon.
Select the people, teams, or guests who should have access.
Adjust their level of access, such as view or edit, according to your needs.

Shared Docs keep everyone aligned on the latest information without leaving the mobile experience.

Manage and organize ClickUp Docs

You can keep your Docs tidy and easy to find by using organization tools within the app.

Search and filter Docs in ClickUp

Use search to quickly find the Doc you need.

From Mobile Docs Home, tap the search icon.
Enter keywords or the Doc title.
Open the matching Doc from the results list.

On larger Workspaces, search helps you jump straight to important documentation while on the go.

Rename and move Docs in ClickUp

Keep your structure organized as your documentation grows.

Open the Doc you want to update.
Tap the more options menu.
Choose to rename the Doc and enter a new title.
If available in your layout, select an option to move or adjust where the Doc is stored.

Consistent naming and organization practices make it easier for your entire team to navigate Docs on any device.

Use ClickUp Docs offline on mobile

You can continue working on content even without an internet connection, and your updates will sync once you are back online.

Prepare ClickUp Docs for offline use

To make sure you can access important documentation when offline:

Open key Docs while you have a connection so they are cached on your device.
Keep the app installed and logged in on your phone or tablet.
Avoid logging out before going offline so your content remains available.

Some actions may be limited without a connection, but you can typically read cached Docs and, in many cases, continue editing.

Sync offline changes in ClickUp

When your device reconnects:

Open the ClickUp mobile app.
Allow the app a moment to sync updates.
Confirm that changes you made to Docs appear correctly.

Sync behavior may vary based on your connection quality and the size of your Docs, but the app is designed to keep your content up to date.

Best practices for ClickUp Docs on mobile

Following a few simple practices will help you get more from Docs in the mobile experience.

Use short paragraphs and clear headings for easier reading on small screens.
Rely on lists and dividers to break up complex topics.
Mention teammates in sections they own so they can update content quickly.
Keep related Docs linked together with mentions to maintain context.

These habits make it easier for your team to consume and update content from any device.

More resources for ClickUp Docs

For additional details and the latest feature information, refer to the official documentation for Docs on mobile on the ClickUp Help Center: Use Docs on mobile.

If you need expert help optimizing your workspace, workflows, or documentation strategy, you can also explore consulting resources such as Consultevo.

By taking advantage of Docs in the mobile app, you ensure that your team can document, share, and refine information in ClickUp wherever work happens.

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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