Minimize Docs in ClickUp
In ClickUp, you can minimize Docs to a tray so important information stays accessible while you move around your Workspace. This guide explains how to use the Doc tray, open and restore minimized Docs, and keep your work organized without losing focus.
The Doc tray is especially useful when you need to reference documentation while editing tasks, managing projects, or collaborating with your team. With a few quick clicks, you can keep Docs close at hand and reopen them whenever you need.
What is the ClickUp Doc tray?
The Doc tray in ClickUp is a small panel that appears at the bottom of your screen when you minimize a Doc. It lets you keep one or more Docs available while you navigate to other areas of your Workspace.
Using the tray, you can:
- Minimize a Doc without closing it.
- Switch between multiple minimized Docs.
- Restore a Doc to continue reading or editing.
- Close a Doc completely when you are finished.
This helps you avoid opening the same Doc over and over from search or the sidebar, saving time and reducing distractions.
How to minimize Docs to the tray in ClickUp
You can minimize Docs to the tray from several places inside ClickUp. The exact options depend on where your Doc is open.
Minimize a standalone Doc in ClickUp
When a Doc is open as a main view in ClickUp, you can minimize it directly to the tray.
- Open the Doc you want to keep handy.
- Look at the top-right corner of the Doc view.
- Click the icon or control labeled Minimize to tray (it appears next to other view controls).
After you click the minimize option, the Doc will collapse into the Doc tray at the bottom of your ClickUp screen.
Minimize a Doc inside a task in ClickUp
Docs can also be opened inside a task as a related Doc. You can still minimize them to the tray.
- Open the task that contains or is linked to your Doc.
- Open the Doc panel from the task.
- In the Doc header, click Minimize to tray.
The Doc becomes available in the tray, so you can close the task or move to a different area of ClickUp without losing it.
Minimize multiple Docs in ClickUp
You can minimize more than one Doc at a time in ClickUp. Each minimized Doc appears as its own item in the Doc tray.
- Open the first Doc and click Minimize to tray.
- Open another Doc from your sidebar, task, or favorite views.
- Repeat the minimize action for each Doc you want to keep accessible.
All minimized Docs will display in the tray, ready for quick switching.
How to open and switch minimized Docs in ClickUp
Once a Doc is minimized, you can restore it from the tray at any time. This makes it easy to reference several Docs while you work across ClickUp.
Open a minimized Doc from the tray
- Look at the bottom of your ClickUp window to find the Doc tray.
- Hover over the tray to see the list of minimized Docs if it is collapsed.
- Click the name or icon of the Doc you want to open.
The selected Doc will reappear so you can view or edit it as normal.
Switch between multiple minimized Docs
When you have multiple Docs in the tray, you can quickly jump between them.
- Move your cursor to the Doc tray in ClickUp.
- Identify the Doc you want to switch to by its title.
- Click that Doc in the tray.
This approach is ideal when you need to compare requirements, notes, or process guides side by side while managing tasks in ClickUp.
How to close Docs from the ClickUp tray
When you no longer need a minimized Doc, you can close it from the tray to keep your workspace tidy.
Close a single Doc from the tray
- Locate the Doc tray at the bottom of ClickUp.
- Find the Doc you want to close.
- Click the close icon (often an X) next to that Doc.
Closing the Doc removes it from the tray, but it remains saved and available from your Docs, tasks, or other views in ClickUp.
Close a Doc from the Doc view
You can also close a Doc while it is open.
- Open the minimized Doc from the tray.
- Use the close or back control in the Doc header or window.
- The Doc will close and no longer appear in the tray.
This is helpful when you want to finish working in a Doc and clear it from your active workspace.
Tips for organizing Docs with the ClickUp tray
Using the Doc tray strategically can improve your daily workflow in ClickUp.
- Keep a main reference Doc minimized: Pin or favorite a project brief, then minimize that Doc so it is always available from the tray.
- Use the tray for meeting notes: Open your meeting notes Doc, minimize it, and reference it while you update tasks in ClickUp during or after the call.
- Combine Docs and tasks: Keep related Docs minimized while you move through task lists, so you can copy details, instructions, or requirements quickly.
- Limit tray clutter: Close Docs from the tray when a project phase is complete, so only active information stays within reach.
Troubleshooting the Doc tray in ClickUp
If you do not see the Doc tray or the option to minimize a Doc in ClickUp, review these points:
- Confirm you are working in a supported area of the app where the Doc tray is available.
- Make sure the Doc is open as a full view or within a task, not in a restricted preview mode.
- Check that your browser or desktop app is updated to the latest version supported by ClickUp.
- If issues persist, consult the official documentation or contact support.
You can always review the official instructions from ClickUp using their help article on minimizing Docs to the tray here: official ClickUp Doc tray guide.
Learn more beyond ClickUp Docs
To improve your overall productivity workflows and optimize how you use tools like ClickUp in your business, you may find it helpful to explore expert implementation and consulting resources. For example, the team at Consultevo offers guidance on systems strategy, documentation, and process optimization that can complement your ClickUp setup.
By mastering how to minimize Docs to the tray and combining that skill with clear structures and processes, you can make ClickUp a central, efficient hub for all your project documentation and daily work.
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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