ClickUp has many amazing features to help you take your business to new heights with ease – including docs… but… ClickUp docs are so frustrating! However, we created a video tutorial to help you make the most out of ClickUp docs.
P.S.: Click the hyperlinked text to go exactly to the part of the video where we mention each feature!
Make your next meetings more organized with ClickUp docs. We use docs to keep track of our yearly, quarterly, and even weekly meetings. Having our vital information in a readily accessible ClickUp doc has made it so simple to refer to specific meetings by nesting and linking different docs together – give it a try!
Did you know you can create a task within a ClickUp doc? Yes, it’s true! You can do everything as you’d in a normal task – assign it to a member, add custom fields, set the due date and estimated time, and more.
One of our favorite ways to use ClickUp docs is with SOPs. We have an SOP list and then we hyperlink to specific SOPs whenever we create a new one, helping us organize our processes.
ClickUp Docs can also be used with clients! You can use them to save important information on meetings, hyperlink to other documents, let them leave comments on it, etc – just as you would with regular ClickUp tasks.
Lastly, you can even save Clickup docs as templates so you don’t have to manually populate many documents with the same information, which comes in handy if you use docs often – like we do.
Watch Amalie Show You How To Use ClickUp Docs:
Read The ClickUp Docs are frustrating Video Transcript
Okay, I am Amalie with Systematic Excellence Consulting. And today I’m actually recording a second video because I did a live earlier. But apparently, the sound cut out halfway through the video. So hopefully that doesn’t happen again. But I wanted to go over utilizing Docs in ClickUp.
So I hear all the time that it’s really disorganized and frustrating, which, absolutely, because there’s no folders, there’s no way to really organize it. But I’ve come up with a couple of different ways on how to organize it. And I want to go over that.
So the first thing I’m going to go over is meetings. And just a couple of things just to get our bearings here, I’m in the docs section with all the different docs, I can tell where the docs are connected to, because it says it right here. If it has no location, then it’s not attached to anything. You can have docs attached to everything meeting in your spaces over here. It can be attached to everything, it can be attached to a space folder, a list or even a task.
I’m just going to go over a couple of examples of some ways to organize them, to make it easier to find things and to utilize the docs inside of ClickUp. So let’s start with meetings. So this is attached to meetings, which is a list, which is inside of operations inside the operations folder, and the list. Okay, so I’m gonna click this open.
So you can nest documents inside of other documents. So what I’ve done is on the main, this is the first doc. You can organize your lists here, and then you can actually hyperlink these to make it easier.
So I have two ways that I’ve broken this down. One is you keep all of the lists, you know, all of the docs nested inside of one main meeting. Or you can have some other ones where you have you know, there’s an annual doc, there’s quarterly with each quarter nested here, you could do monthly with them nested in here, just like I’m showing here.
And then again, you can do that for weekly, or you can do it this way where I have the quarters, and then nested inside of there is each month within the quarter, and then each week within the month. The reason I like doing this either way, honestly, it works. But the reason I’d like you nesting them this way is that you can link to them.
So let’s say for quarterly, we can do q1, q2, q3, q4, okay, and then we can grab the link to the document and hyperlink this. So on the main document, we can see, we can actually link to the q1 doc, and then inside the quarter, we can link to the different months.
I already linked this to January, so then I can open up January. And then inside of there, I can even link to the weekly. So if I wanted to link to week one, I just grabbed this link here. I’m going to go ahead and link to it. And then this allows us to you know, take the notes inside of there.
And when we want to go back and look at those things, we can all just quickly go to the link to it to you know, help us find it faster, whatever. So, again, for you know, for January planning, you know, maybe you have your notes up here, and then you break it down by week. And then the other great thing is, is you can actually create tasks from right inside of here. So if this is like our project list, item number two, we can create a task. So if I just I like this whoops.
Okay, so if I just highlight this, it lets me make a new task. And then I can select where I want it. So you know if this is in marketing and content management blog post, I can assign it, I can add custom fields, set the priority set the due date, estimated time and a few sprint points, you can do that. Just hit Create. And so now this task is there and then I can open it up. I can change the name, anything else I need to do in there so then you can refer back to it during your weekly meetings in your next monthly meeting. If you’re going to review what was done the month prior then you can go through those items.
So inside of here, there’s a lot of different things you can do. You can also link to other documents or tasks here, it gives you some options where you can add a new task, comments; you can actually have commenting here, you know, if you wanted to, if you were working with a client, or you’re asking questions, maybe you ask a team member to go back and review something later, and you want their comments there, then you can put comments in here as well.
I’m just gonna close this up. You know, if you want to, you can create toggle list, there’s a lot that you can do in here. And I don’t know, you can put a list of tasks. So if I wanted to do, it’s going to pull in the list for me, not that you’d want to do this, but if you did, you can do that. Anyway, so that is one format of, sorry, let me just with my face here, go to docs, I want to go back to the doc. This is just again, one way of organizing, that’s for meeting.
So the other thing I want to show you is for clients, so let’s do, or SOPs, let’s do SOPs first. What you can do with SOP is you might have your main SOP list, and then you can hyperlink to the SOP. If I grab the link to this, I can go ahead and I can put the link here. And then I can hyperlink to my marketing SOPs, I might have my list of marketing SOPs and then nested inside of there is going to be my actual SOP document where I put the SOP.
And then you know, if there’s other additional things that you want to add, a schedule or something like that, you can nest that inside of there. So again, using the nesting I think helps to kind of organize the documents.
Another way is client meetings. So in the main document for the client, and this would be attached to a client’s list or a client’s task, depending on how you do it. But then you can put the list of your meetings, and then you can hyperlink to the other documents. So July 5, you know, you’re going to protect your notes there, you can again, make any tasks that you need, the client can put comments, you can share the document with them. And then you can nest any documents you need to inside of there. But at least here it lets you hyperlink and just keep it really organized.
So this particular document is connected to meetings inside of the clients folder. So I have the client space folder, and then it’s attached to the meetings list right here. And then you can also see that up here.
So these are the docs, there’s two views, because I had added an additional document. But anyway, so I have these. So if I need to, you know, look at the second one, it’s going to open up for me, and then I have access to see all the other nested docs here. So that is the other way that I do it. And let’s go back here. Okay, so I left all the other documents here so you can kind of see how it can be a little, you know, looks a little disorganized, because you have just, they’re all just placed somewhere. But again, using the nested documents, I think helps to keep it organized.
If you create a new doc and you aren’t sure, or you just create a new doc from here, but you want it connected to something you can choose where you want it to be, located essentially. So you can choose a location. So again, that’s a space, a folder or a list or you can choose a task that you want to attach to, you can share it within your workspace, you can select who has access to it, who doesn’t, you can even make it public.
The other really great thing about this I’m trying to remember all the things I went over on my other video but anyway, the other great thing about this is let’s go to meetings. So once you set up your breakdown here, of however you’re going to do your meetings or whatever, you can actually create the turn this into a template.
So you just save as a template, I already saved this as a template. And then you just apply the template. So let’s do this, let me create a new doc. And we’ll apply the template that I created earlier. So we’ll browse templates, I’m gonna go ahead and just do the quick use on this one. And then it’s going to populate all of those docs that I had created. You can just delete this main one, because we already have our kind of our list here.
Yeah, so that is how we organize ClickUp Docs to kind of help with the disorganized way that they’re presented. And again, it’s important to remember that docs can be created in everything, meaning, connected to your everything space appear so everything, they can be connected to a space, they can be connected to a folder, a list or a task.
And you can inside of a task you can create, so if you’re going to create a document inside of a task, I’m just gonna go over here and go to the task. So if we’re going to create a doc inside of a task, we would go down to New doc and that is going to create an as you can see clients – client project – meetings – June 30. So that would create the document right inside of the task, and then it will live there. Instead of being attached to the list, and when they’re attached to their list, it’ll be here. And if they’re attached to the folder, it will be a view up here. And again, same with the space it’ll be a view up here.
So I hope that was helpful. If you did try to watch my live video, I apologize for the sound going out. If this was helpful, please like this, please subscribe to catch my future videos. And there is a buy me a coffee link in the description. This is free content and I’d love to continue to produce the free content. But you know it’s not free. Exactly. So any support is appreciated. And if you are looking for one on one support, there’ll also be a link where you can book a call to see if I’m able to support you.
So again, thank you so much for watching, my name is Amalie and I am with Systematic Excellence Consulting.
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