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Natalie Williams
Why isn't it possible to sort docs by name?
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Mitch Webster
Yeah, I definitely need to ability to be able to select and copy mutliple Docs from one workspace to another. Very painful as both my client list and Doc library are expanding!! This is meant to be a productivity time saving tool... too many repetitive clicks.
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Samantha Mark
Please add Doc SORTING (such as by name of doc, location, etc)
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Pär Törnell
When reorganizing pages and moving them between documents its crucial to after a search have:
(1) A clear breadcrumb showing the destination location: Space > Folder > Document. Multiple documents can share the same or similar names, so this is essential for clarity.
(2) A clear breadcrumb showing the source location: Space > Folder > Document. Multiple pages can have the same or similar names, making this necessary to avoid confusion.
(3) When moving a page, display the full destination path (Space > Folder > Document), not just the document name. Since multiple documents can have the same or similar names, including the location breadcrumb is critical.
(4) Always possible to toggle on the navigation sidebar for a document opened by a search (without loosing sight of the document).
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Sandra West
I have 2 years of client notes in clickup that I cannot organize because we are lacking the basic feature of being able to combine and move docs, that should not be difficult and I see it has been requested for YEARS
Guy Mannerings
At the moment, Docs live either: 1. In an organised place in the Hierarchy, or 2. In one giant list in Docs home.
The giant list in Docs home is useless. It's far too messy to have one long list, and it's cumbersome to add tags and then filter by tags. It's also hard to know what tags to use for what Doc.
I just want a normal folder structure under Docs home, where folders mimic the Hierarchy. I.e., folders are automatically created and show docs in the same place that they are in the hierarchy.
Then you can ALSO have a list of loose Docs that don't live anywhere.
THEN, you can ALSO use Tags to visualise Docs in a different way, if you want. So you could add tags to Docs and view them grouped by Tags.
This would allow you to see your Docs in a sensible organised manner (in folders based on hierarchy) or in a dynamic way (with tags).
But, right now, it's just an absolute mess.
I do not use Docs home because it's too messy. And I do not like to use ClickUp Docs in general because Docs get lost (the problem of remembering where they are in the hierarchy).
This way of organising (using folders based on the hierarchy AND using tags, and being able to visualise them how we want) would fix this.
Hope that helps!
Guy Mannerings
Oh, and in the Overview page for a location, it would be helpful to have a way to view the list of Docs in the Docs widget in a way that we want, rather than just in a long list. E.g., organised by location, etc.
The idea being to see a list of our Docs in a location, but more organised.
Guy Mannerings
One more thing - It would be useful to have a "Docs" view in any location, where we can see a list/hierarchy-ordered list of all Docs under that location.
Joshua Borger
Guy Mannerings I agree with this 100%. The docs home is almost useless with one giant list, except for my private docs.
The best fix would be if all docs were structured under the spaces/folders/lists that they live under.
Brent
Hi Docs users! We are working on enhancing your ability to organize Docs inside of ClickUp, and we'd appreciate additional feedback to guide these improvements. Could you please take this 2-min survey to help us out? Thank you!
Nicole Warner
Brent The second-to-last question doesn't seem to have a text field to fill in; I can't type anything in to tell you more about how I use Docs. If there is a text field, I can't see it bc of the black background.
Brent
Hi Nicole Warner, thank you for attempting the survey. There should be a text field on that question. It appears on my end when using Chrome/Firefox/Safari, and we've received submissions since I posted the survey so it seems to be working for others.
Could you please try again, and perhaps try using another browser? Thank you!
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Yari
Brent I need to send docs to clients but it's annoying that they have to create an account to do so. The Clickup interface can be overwhelming and complicated to a non-native user. Furthermore all the extra buttons are unnecessary for them to view or use.
A fix to this is if you could add a password to the "public view" toggle which will allow them to view the doc without creating an account.
THIS would be really useful!
This could also be very useful for the current issue of ALL attachments being public view currently. Adding a password to the public doc/attachment.
Nicole Warner
Brent I tried it again today and it showed up this time in the same browser. I turned in my survey answers. Thank you for your response and have a good one.
Lily Chan
Merged in a post:
Docs Dashboard
Drag Ivko
Would like to see docs dashboard on either a folder or space level that would show:
- recently created docs
- recently modified docs
- recent docs comments
- docs open tasks
- docs tags
- page tree
- docs authors
Lisa
+1 to this idea, being able to favorite documents without them being associated with the favorites bar. In the documents home, there is a "favorites" section, why can't we add documents to a favorites without it also being in the other menu ;)
I use the favorites to jump to specific lists of tasks, or reports. It'd be awesome to have docs be separate.
or if it doesn't make sense here, have the favorites bar be able to manually hide items even though its a favorite but that doesn't make the most sense to me, unless all other views had the same organization structure as the documents home beta does!
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Adam Foot
To improve ClickUp Docs organization, I propose introducing a Home Doc and sidebar tags for better organization and navigation. When a new doc is created, a Home Doc will be automatically generated as a central hub. This Home Doc will act as the default landing page and can be customized with widgets, links, and media. Multiple sub-docs can be organized within the Home Doc, and the left sidebar will display a hierarchical view for easy navigation. Additionally, tags will be shown next to document names in the left sidebar for quick identification and organization. These features will streamline document management, enhance customization, and improve overall efficiency.
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