How to add docs to the sidebar in ClickUp
Pin any ClickUp Doc to your sidebar in four clicks. Open the Doc settings menu, choose Favorite, pick Sidebar and jump back to it from Favorites.
Quick answer
To add a Doc to the ClickUp sidebar, open the three-dot menu next to the Doc in your Space, choose Favorite, then click Sidebar. ClickUp adds the Doc to your Favorites section at the top of the sidebar, so you can open it in one click from anywhere in the workspace.
Steps at a glance
- Hover the Doc in your Space and click the three dots.
- Choose Favorite in the Doc settings menu.
- Click Sidebar to pin the Doc.
- Scroll the sidebar to the Favorites section.
- Click the Doc to open it from anywhere.
Interactive demo
Summary
ClickUp lets you pin a Doc to your sidebar through its Favorite option. The pinned Doc shows in a Favorites section, so team handbooks and meeting notes stay one click away. It works on the free plan and only changes your own sidebar.
Step-by-step guide
Step 1
Open the doc's menu
Find your Doc in the sidebar under its Space. Hover the Doc and click the three-dot button that appears on its row. The Doc settings menu opens next to the sidebar.
Step 2
Choose Favorite
In the Doc settings menu, click **Favorite**. A panel opens beside the menu with placement options and a list of sections.
Step 3
Pin it to the sidebar
In the panel, click **Sidebar** to place the Doc in your sidebar. The **Favorites** section is selected, and ClickUp confirms the Doc was added.
Step 4
Find the doc in your sidebar
Close the menu and look at the top of the sidebar. The Doc now sits under **Favorites**, so you can open it with one click without expanding its Space.
Why this matters
You keep going back to the same team handbook, buried inside a Space. Pinning it to your sidebar puts it one click away from any list or dashboard, so you stop hunting through folders every time you need it.
Frequently asked questions
Does the Doc move out of its Space when I favorite it?
No. The Doc stays in its Space, and Favorites adds a second shortcut to it in the sidebar.
How do I remove a Doc from Favorites later?
Open the same Doc settings menu. Once a Doc is a favorite, the menu shows a Remove from Favorites option.
Related guides
Continue with more step-by-step guides for getting work done.
How to create a space in ClickUpCreate a Space in ClickUp to group a team's Lists and workflows. Name it, choose the Starter workflow, and finish in five quick steps from the sidebar.
How to assign a task in ClickUpAssign a ClickUp task from List view: open the Assignee cell, pick yourself from the picker, close it with Esc, and confirm the avatar on the row.
How to create a dashboard in ClickUpLearn how to create a dashboard in ClickUp: open Dashboards, name a blank dashboard, and add a Workload by Status card to see your work at a glance.
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