Documents organisation
Alexander Landman
I think it would be a great idea to allow folders in the document repository or any other way to organize the documents.
Once you have a good number of documents, it will become hard to find the ONE you need.
thanks
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Antoine Esbelin
I have the same request as others.
We wanted to use ClickUp as a knowledge base, but the Docs hub is not robust enough and we moved to another tool.
As a result we no longer use the Doc feature in Clickup which somehow defeats the mission of Clickup to avoid multi-apping...
Why we could not work with Clickup docs ?
- the permissions are not granular enough (we wanted full control on docs and subdocs separately)
- the doc hub is unusable unless it shows a clear and clean hierarchy (think about Channels > Collections > Docs > Subdocs >...)
- AI is costly. An AI search is a must for a knowledge base.
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Carmen Cordova
I use a page for each client meeting I have. Being able to organize docs and pages would make it so much easier find things and access what is needed, as opposed to a very long list of docs/pages
Alex Lashkov
Carmen Cordova: for Meeting Notes we are working on Meetings hub. Here is the survey with some preliminary designs we are thinking to use:
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Carmen Cordova
Alex Lashkov Thanks so much, Alex! I watched the video and submitted the survey. I'm very interested to see how this tool moves forward.
Alex Lashkov
Carmen Cordova gotcha, will analyze the responses and see when and how we can do a release!
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Carmen Cordova
Alex Lashkov Thanks! Sounds great, Alex. I'm happy to chat more if it helps.
Alex Lashkov
Carmen Cordova: yeah that is always great! I will email you so that we could schedule some time!
Joshua Borger
I see this has been left open for a while now. We'd like to use ClickUp as a knowledge base, but the Docs hub is not robust enough to support our goals. I think it's probably still sufficient to organize by space, folder, and list, but we need an organized view within the docs hub.
Right now, if someone wants to find a product document for a specific product, they need to go to the sidebar to the space for that product, drop down the right folder, and then they can click on the doc in some cases. In other cases, they would need to click into a list or into subpages on a doc to get to the right place. The problem with this is that they're having to scroll and look through everything at once-- lists, forms, etc.
Here's my idea: the docs hub has the same organization as the current spaces, folders, and lists. However, you click into them in the docs hub, and you only see documents. In my example, someone could just click on the docs hub, click on the specific product, and see all docs for that product.
Having this organization within the docs hub would allow us to really utilize docs. Right now, we use this a bit but not much.
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Alberto Alonso
This is a must if documents feature want to be usable beyond anecdotal use cases.
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AliReza Teimoori
We definitely need folders and better management strategies in the Docs section. Otherwise, ClickUp will be useless in terms of documents.