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How to add docs to sidebar in ClickUp

Joseph Lee
Nithil Shanmugam
March 8, 2024

How to add docs to sidebar in ClickUp

Overview:

Efficiently enhance your task management in ClickUp by incorporating documents into the sidebar. Elevate user experience and streamline access to crucial information by seamlessly adding and organizing documents. This guide offers a user-friendly process to integrate and utilize documents in the sidebar, optimizing your workflow and fostering clarity within the ClickUp platform.

1. First, select the Docs option on the menu.

1 Click on "Docs"

2. Next, choose the document you wish to move.

2 Click here

3. After, click on the Move button.

3 Click on "Move"

4. Then, find and select the Sidebar option in the dropdown.

4 Click on "Sidebar"

5. Proceed to tick the checkbox that appears.

5 Click here

6. Subsequently, open and verify whether the document is added correctly.

6 Click here

7. Confirm the document appears under Project Notes in the sidebar.

7 Click on "Project Notes"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker