How to Use Page Settings in ClickUp Docs

The page settings menu in ClickUp docs lets you quickly manage each page so you can organize content, control access, and export information with ease. This guide walks you through every option available in the page settings menu and how to use them step by step.

These instructions are based on the official documentation, which you can review at the ClickUp help center.

Open the ClickUp Page Settings Menu

You can access page-level options from any doc page. The settings menu is available whether your doc is a personal document or shared with your team.

1. Open the doc you want to manage.
2. In the left sidebar, hover over the page name.
3. Click the ellipsis icon (three dots) that appears next to the page title.

This opens the page settings menu with options to rename, favorite, share, export, move, or delete the page.

Rename a Page in ClickUp Docs

Renaming pages helps keep your doc structure clear and searchable, especially in large workspaces.

1. Open the page settings menu from the ellipsis next to the page name.
2. Click Rename (or click directly on the page name in the sidebar).
3. Type the new page name.
4. Press Enter to save.

Use short, descriptive names so you and your team can quickly identify the content on each page.

Favorite a Page in ClickUp

Frequently used doc pages can be added to your Favorites for faster access.

1. Open the page settings menu from the page you use often.
2. Click Add to Favorites.

Once a page is favorited, it appears in your Favorites section for one-click access anywhere in the ClickUp interface.

Share Page Settings in ClickUp

The share option lets you quickly manage how people access a doc page. You can adjust permissions or confirm which workspace members can view or edit content.

1. Open the page settings menu.
2. Click Share to open sharing options.
3. Review sharing settings for the doc and adjust access as needed.

Use this option to keep private notes limited to your account while making project documentation available to the rest of your team.

Export a ClickUp Doc Page

You can export doc pages to share with stakeholders outside your workspace or to store offline backups.

1. Open the page you want to export.
2. Click the ellipsis beside the page name to open the menu.
3. Select Export.
4. Choose your desired format if multiple export options are provided.

Exported files are useful for archiving, client handoffs, or sharing documentation without requiring access to ClickUp.

Move Pages Within ClickUp Docs

Reorganizing your docs helps keep related pages grouped together and easier to navigate. You can move a page to another doc location from the page settings menu.

1. Open the menu next to the page title.
2. Click Move.
3. Select the target location where you want the page to live.
4. Confirm the move.

Use move when restructuring existing documentation, combining related topics, or cleaning up old project docs.

Tips for Organizing ClickUp Pages

• Group pages by project, client, or workflow stage.
• Use consistent naming for recurring docs such as meeting notes or sprint summaries.
• Regularly move outdated or completed content into an archive section.

Delete a Page in ClickUp Docs

If a page is no longer needed, you can delete it directly from the page settings menu.

1. Open the page settings menu via the ellipsis.
2. Click Delete.
3. Confirm the deletion in the prompt.

Only delete pages you are sure you no longer need. Before deleting, consider exporting or moving the content in case it is needed later.

Understanding ClickUp Page Settings Options

The page settings menu keeps doc-level actions simple and accessible. Here is a quick summary of what you can do:

• Rename: Change the page title to better reflect its content.
• Add to Favorites: Pin the page for quick access.
• Share: Manage access and permissions for the page.
• Export: Save the page content to a file.
• Move: Change where the page lives in the doc structure.
• Delete: Remove the page from your workspace.

These options allow you to manage documentation at scale while keeping navigation clean for every team member who works in ClickUp.

When to Use Each ClickUp Page Setting

• Use Rename when repurposing a page or clarifying its purpose.
• Use Favorites for weekly reports, key procedures, or templates you open often.
• Use Share when onboarding new team members or granting temporary access.
• Use Export when sharing docs with external partners or clients.
• Use Move during folder, space, or doc restructuring efforts.
• Use Delete after confirming that content is obsolete or fully archived elsewhere.

Learn More About ClickUp Workflows

Mastering page settings is just one part of building efficient documentation workflows in ClickUp. To further improve your workspace structure, automation, and documentation processes, you can explore expert guides and consulting resources.

For broader workflow optimization and implementation strategies, visit Consultevo for additional help designing effective systems around your docs and tasks.

For complete and up-to-date details straight from the platform, review the official ClickUp page settings documentation.

By combining these page settings with consistent naming, organized doc structures, and clear permissions, you can turn your workspace into a streamlined knowledge base that scales as your team grows.

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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