Relate Docs from Tasks in ClickUp

In ClickUp, you can relate Docs directly from tasks so everyone can quickly find the right information without jumping between tools. This guide explains how to create, attach, and manage those relationships step-by-step.

What does relating Docs from tasks in ClickUp do?

Relating Docs from tasks in ClickUp creates a visible connection between your task and one or more Docs. This connection helps you:

• Keep task requirements and documentation in one place.
• Make it easier for your team to find and open the right Doc.
• Reduce duplicate information and confusion across your Workspace.

Related Docs appear inside the task so you can open them in a few clicks and stay focused on your workflow.

How to add related Docs to a task in ClickUp

You can relate existing Docs from several areas of ClickUp. The most direct way is from within a task.

Step 1: Open a task in ClickUp

1. Navigate to the Space, Folder, or List that contains your task.
2. Click the task name to open the task view.

Once the task is open, you will see options to manage attachments, comments, and connections to Docs and other items.

Step 2: Use the Docs section in the task

Inside the task view, locate the area where Docs can be linked or related. Depending on your current layout and settings, this may appear as a Docs panel or a dedicated section for Docs and other relationships.

From here, you can choose to locate an existing Doc or create a new one that will be tied to the task.

Step 3: Relate an existing Doc in ClickUp

1. Click the option to add or relate a Doc.
2. Search or browse for the Doc you want to connect.
3. Select the Doc to relate it to the task.

After you complete these steps, the Doc appears as a related item within the task. Clicking the related Doc opens it in the same Workspace so you can edit or review without losing the context of the task.

Step 4: Create a new related Doc from the task

If you do not already have a Doc prepared, you can create one directly from the task in ClickUp.

1. In the Docs area of the task, choose the option to create a new Doc.
2. Give the Doc a clear, descriptive title.
3. Start writing your content, such as requirements, meeting notes, or project documentation.

The new Doc will be automatically related to the task, so anyone who opens the task can immediately see and open the associated documentation.

Managing related Docs in ClickUp

Once Docs are related to a task in ClickUp, you can manage those connections to keep your Workspace organized and accurate.

View all Docs related to a task

Open the task and look at the Docs section. You will see a list of all related Docs, which may include:

• Docs you created from the task.
• Docs that were previously created and later related.
• Docs shared with your team that are now connected to this work item.

Use this list to quickly open any Doc and review details without leaving the task context.

Open and edit related Docs

To work on a related Doc:

1. Open the task in ClickUp.
2. Click the title of the related Doc.
3. Edit or review the Doc as needed.

Changes are saved in real time, so other people with access to the Doc will see your updates immediately.

Remove a related Doc from a task

If a Doc is no longer relevant to a task, you can remove that relationship while still keeping the Doc available elsewhere in your Workspace.

1. Open the task that contains the related Doc.
2. Find the Doc in the related Docs list.
3. Use the available option or icon to remove or unlink the Doc from the task.

This action removes the relationship between the task and the Doc but does not delete the Doc from ClickUp.

Best practices for relating Docs in ClickUp

To get the most value from related Docs in ClickUp, follow these best practices.

Use clear Doc titles

Give each Doc a clear, descriptive name so people can quickly understand its purpose from the task view. Examples include:

• “Feature X Requirements”
• “Client Y Kickoff Notes”
• “Quarterly Roadmap Overview”

Clear titles reduce confusion when multiple Docs are related to the same task.

Group related Docs by project or goal

When working on large initiatives in ClickUp, you might have several tasks that should all reference the same Doc, such as a strategy document or technical specification.

• Relate the same master Doc to several tasks that depend on it.
• Avoid duplicating Docs for every task, which can lead to outdated information.
• Use one Doc as the single source of truth and attach it to multiple relevant tasks.

Review relationships during task updates

Whenever you update a task, also review its related Docs in ClickUp:

• Remove Docs that are no longer needed.
• Add new Docs that clarify scope or decisions.
• Confirm that the most recent and accurate Docs are still attached.

This habit ensures that your team always sees the right documentation when they open a task.

Where to learn more about Docs in ClickUp

For detailed, official instructions about relating Docs from tasks and other advanced options, review the product documentation on the ClickUp Help Center. You can find the specific guide used as the basis for this article here: Relate Docs from tasks.

If you want additional help optimizing your workflows, documentation structure, and SEO around your workspace content, you can also explore consulting resources such as Consultevo for broader process and content strategy guidance.

Summary: Keep work organized with related Docs in ClickUp

Relating Docs from tasks in ClickUp keeps information close to the work it supports. By adding existing Docs, creating new Docs directly from tasks, and managing those connections over time, you maintain clear, accessible documentation for your entire team. Use these steps and best practices to keep your Workspace organized, reduce duplicate content, and ensure every task is backed by the right context.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`