How to Use ClickUp Docs (Beginner Tutorial)

Are ClickUp Docs any good? 🤔 Should you use ClickUp documents to replace Notion, Google Docs, Word, or Coda? We're about to find out!
In this video, we're breaking down ClickUp Docs (aka Docs 3.0). We'll explain how to use this popular ClickUp feature and, ultimately, make a decision on which documentation tool is right for you.
⭐ Use our affiliate link to get started with ClickUp (and Docs) for free: processdriven.co/clickup
Here's what we'll cover:
00:00 ClickUp Docs Tutorial Introduction
00:31 What is a ClickUp Doc?
1:07 Nested Pages in ClickUp Docs
2:04 Embed Tasks & Content in ClickUp Docs
3:33 ClickUp Doc Icon & Cover Photo
4:12 ClickUp Doc Comments for Revisions
4:30 ClickUp Doc Backlinks
4:59 ClickUp Doc History & Versioning
5:18 Nested Pages / Subpages
5:55 ClickUp Doc Block Settings for Extra Options
6:22 ClickUp Doc Basic Settings: Page Width, Protect, Features
7:08 ClickUp Doc Word Count
7:12 Focus Mode
7:39 ClickUp Doc Advanced Settings: Font Size, Line Height, Paragraph Spacing
8:02 ClickUp Doc Templates
8:21 Export ClickUp Docs
8:30 ClickUp Doc Settings
8:46 Public Doc Sharing (to share with anyone!)
10:02 ClickApps: Docs Home & Collaborative Editing
10:32 Why would you use ClickUp docs?
11:19 Mention Docs inside Tasks (Backlinks)
11:44 Pro Tip #1 Organizing ClickUp Documents
12:28 Pro Tip #2 Doc Permissions & Sharing
14:09 Should you use ClickUp Docs?
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[@EduardoPereira-iy7js]

Huuuummmm....little by little I am discovering why they say Clickup is one software to replace them all. One can do practically anything here! You go, girl!!! Many thanks for this video. It helped me a lot!

[@LaylaPomper]

I'm glad it helped!

[@jonihoppen8227]

Great I watched till last minute. Dealing with docs is a huge move depending on the processes already deployed.

[@LaylaPomper]

Oh awesome! I'm so glad it helped!

[@christinahhooper]

The biggest reason we stopped using them was because our clients and their teams weren't able to comment or edit the docs like you can with Google Docs. We tested it for a bit since we produce blogs and things for clients and the doc being right there on the task was super convenient for us, but the user experience was bad since our clients couldn't even comment if they wanted things changed.

[@willhelliwell]

How come they couldn’t comment?

[@christinahhooper]

@@willhelliwell they weren't users in our account and didn't have permissions to comment or edit. Google Docs lets us share so anyone with the link can edit without having to log in.

[@willhelliwell]

@@christinahhooper ah got it. Yeah I can see how Google is super useful there. Didn’t realise ClickUp Docs couldn’t do that

[@LaylaPomper]

Hey Christina! Just catching up on comments🙈 I completely understand that! We use Google Docs for some tasks for that exact reason.

[@aleja087]

Thank you very much for your video. It was so complete! We have been using ClickUp Docs to create our internal wiki but permissions can be difficult to manage (especially if it's an all-or-nothing scenario). Also, I'm unsure if there is an option for breadcrumbs for docs or how to enhance the search bar option to help you navigate better through all these docs (even if they are bound together by a clear hierarchy).

[@LaylaPomper]

Hey there! I'm so glad it was helpful! They're releasing some Doc updates with 3.0 so hopefully they'll implement things like this!

[@willhelliwell]

The best part about docs is I can link directly to tasks and lists from around my workspace. The most difficult thing is trying to organise or manage the docs. Where should they live!? They really clutter up the sidebar. Anyway, great video! I'm just moving my CV over from Notion to ClickUp 🙂

[@actiniteviewer]

Visually, I agree. But tags are a good alternative. See 12:30

[@willhelliwell]

@@actiniteviewer I’ve not found tags to be very useful. In the end I’ve made a docs folder, then created “tasks” to get all the custom fields and attached docs to the tasks.

[@letsgoviral777]

WOW.

[@diyajaffery4684]

i have a quick question, can we change the font size of our tasks?

[@rashmitrivedi2222]

Hi! Thanks for the video, it helps :) I have a question: Can we use a formula within the docs? Like any calculations which we usually do in excel (=A1+B1)! OR can we only copy-paste the calculated numbers from excel?

[@LaylaPomper]

Great question! Currently, the ability to use Formulas inside Docs is unavailable in ClickUp. There is a feature request I found in Canny for calculations in Docs (clickup.canny.io/feature-requests/p/calculations-in-docs). Feel free to add your vote if you'd like to see this implemented. It's not ideal, but copying and pasting calculations into the Doc would be the alternative solution until a similar feature is added.

[@evelynedelcourt3533]

I have such a hard time with using docs because there are no folders... it makes me really anxious to look at a few rows of docs and not being able to know where they belong, at a glance. I really hope they improve on that!

[@willhelliwell]

Hopefully 3.0 will resolve this when it comes out.

[@73cidalia]

That’s where the labels (tags) come in. If you would, for example, put a Doc in a “Tutorials” folder, apply a “tutorials” tag. Then you can filter all Docs with that tag. The beauty of tags or labels is that a document can have more than one label whereas folders tend to be limited to one folder per note.

[@LaylaPomper]

Hey Evelyne! Just getting caught up on comments🙈 What Cidalia shared is a wonderful solution!

[@jirihochman6022]

Hi. great video. thx. I do have an issue when exporting doc with task in to pdf. I don t see those task visible, but "private + link" instead of them. Is there a way how to have the Task name in a pdf export? Thx

[@LaylaPomper]

Hey! Great question! The reason you see "private + link" is that you have to have access to the task via sharing and permissions to see the task name. To see the task name, you would have to type out the task name instead of linking it or @mentioning the task. Hope this helps!

[@leonard9500]

Thank you Lyla for this tutorial!, I'm trying to create an onboarding wiki document, but I found an item call "Doc 1" every time y set the location to my destiny space. Is there any chance to get rid of that?, may be hide it or something?. In your video just only appears the new document in the hierarchy structure, no "Doc x" item. Thank you!!

[@LaylaPomper]

Hi! I would suggest trying to using the "..." to Move the Doc to the location you'd like. If it still doesn't move properly, I'd contact ClickUp to see if there might be a bug! Their email is [e-mail].

[@davidchen376]

Can anybody help? At 13.54, Layla mentioned one can move the secret page into a separate doc, so it is not shared. Is this possible? I couldn't find a way to move pages to docs, and docs to pages. Seems like it is not interchangable - levels of doc and page.?

[@LaylaPomper]

Ah yes! Pages and Docs aren't interchangeable in a drag-and-drop sorta way. However, you could move a page from Doc A ( a public doc) into Doc B (a private doc) by Moving the Page. :)

[@jodycursio8277]

Does it have options for footnotes and endnotes?

[@LaylaPomper]

Hey Jody! Just getting caught up on comments🙈 Unfortunately they don't!

[@vremezapricu]

how to search for a word or a letter inside the document?

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 Here's a breakdown of how to search: help.clickup.com/hc/en-us/articles/6311703331479-Search-for-items-in-your-Workspace

[@NealSchaffer]

I am a ClickUp newbie, and since I have so much information in Notion, it makes sense to bring over relevant Notion notes into ClickUp Docs to group together with and link to relevant tasks, no?

[@LaylaPomper]

Hi there! Great question! Depending on the size of the notes, remember that you can use task descriptions and long text fields as well. If your notes are SOPs or essential information, you can also store them inside tasks and link the relevant tasks together. The reason for suggesting this is that the Docs feature can sometimes be inconsistent. So to ensure you don't lose any data, keep a backup of notes in a task or use tasks to store notes and the link via Relationships. If you're interested in knowing more, check out this video: kzbin.info/www/bejne/n6jPkJynlJlop6c

[@NealSchaffer]

@@LaylaPomper Thanks for letting me know! Sounds like I shouldn't be aggressively using the Docs feature - understood! Thanks!

[@HealthandBeautyAP]

I cannot figure out how to merge documents. I don't see a way to take different documents and put them as sub pages within one main doc. The help section doesn't explain this either. I was hoping you would explain this.

[@LaylaPomper]

Hey Candice! It looks like this isn't possible in ClickUp yet but is a requested feature. You can upvote it (and read the comments for some possible workarounds) here: clickup.canny.io/feature-requests/p/merge-multiple-docs

[@harshadadagale4253]

How does clickup manages and store all the data of free users??? like what if some mishap happens and data is lost?

[@LaylaPomper]

Great question!

[@harshadadagale4253]

so whats the great answer?@@LaylaPomper 😏

[@mubdualali9696]

Have you tried the Modern layout? It's 100 times better in my opinion

[@jeremymorris570]

What's the modern layout and how do you access it?

[@leonard9500]

@@jeremymorris570 On your left panel click on the settings wheel of "Spaces", then in the menu click on "Layou size & style" and you should see the style option "Modern"

[@LaylaPomper]

Hey Mubdu! Just getting caught up on comments🙈 I'm so glad you found what works for you! I prefer the Simple :)

[@lpickard]

Does anyone know if there is a way to convert a Clickup Document to a Google Doc? Not see an option for that or a workaround for that.

[@willhelliwell]

Can you export it as a word document? If you can then you could save the word doc in Google drive. Open it there and save as a Google doc.

[@LaylaPomper]

^ this! Either copy-and-pasting or exporting and importing should allow you to convert it pretty smoothly. P.S. Thank you Will for helping out! I've been drowning a bit (a lot) on Comments, so I really appreciate you supporting Leann here!

[@diaryofacrankykid7270]

Hold up... there's no SEARCH AND REPLACE function in ClickUp Docs!!!!!!!!?????

[@LaylaPomper]

Hey there! Unfortunately not, however it is a featured request! Feel free to upvote it here: clickup.canny.io/feature-requests/p/find-and-replace-text-functionality

[@alejandroespinosadelosmont1811]

Extremely similar to Notion....🤔

[@LaylaPomper]

They’re hoping to be! However, when you zoom in there’s still quite a gap in quality/reliability!