Feature Requests

Would be nice to use (dashboard) cards in documents. This would allow writing project reports including visuals.

Let users share a specific Doc or Whiteboard directly into another person’s ClickUp workspace, without inviting them into the source workspace as a guest or member. The recipient should be able to open the shared item from their own workspace, collaborate there, and use permissions set by the owner: view, comment, or edit. Both people should work on the same live item, not separate copies. The owner should be able to revoke access and see who has access at any time. Today, sharing a Doc with an external collaborator requires them to join the owner’s workspace and switch into it to find the Doc. Public Doc links are read-only. Whiteboards can be shared externally, but that still doesn’t put the Whiteboard into the recipient’s workspace. Cross-workspace sharing would make ClickUp much more practical for collaboration between reps, clients, partners, and contractors who each have their own workspaces.

I'd like to insert a date directly into text by picking it from a calendar, instead of typing it by hand. Proposal: a /date slash command (and/or @date) that opens a calendar picker and inserts the chosen date as a date element in task descriptions, comments, Docs and Chat. Ideally with quick options like Today and Tomorrow, and a format that follows my profile's date settings. Current limitation: /due, /sd and /today only set the task's Due/Start date fields. There is no way to put a date inside the text itself, so I have to type dates manually, which is slow and leads to inconsistent formats. Reference: Microsoft Loop's @date component does exactly this and works great. I moved from Loop to ClickUp and this is the one thing I miss daily. Use cases: meeting notes, lesson plans, status updates, deadlines mentioned inside a description. Related requests: "inline date picker in Docs table cells" and "Slash command to paste Today's date as plain text".

A Visual hierarchy aid for documents / wiki creation. Allowing use of drag and drop relocation. Hierarchy base points could be changed via selection (space, task, folder) - other documents placed under that would take the root location.

The Super Agents can link a Doc to a task but can't attach it. It would be super helpful in the workflow if the Agent can attach a doc so it shows in attachments with other manually created or moved docs.

Please add the ability to export docs to MS Word. This is essential, otherwise Docs are useless for me. This is because clients often require documents in their own Word templates. For example, In Jira, I can generate a table from issues (lists) that appear in a Confluence document. That Confluence document can then be seamlessly exported to Word, which can be tweaked to fit the client's template. Exporting a ClickUp document in PDF format does not allow me to do this, so I continue to use Jira/Confluence. If ClickUp were to export docs to Word then I may switch my process.

I would like to have different permissions for different pages of a document, e.g. I only want my admin assistance to see certain pages

I often create a glossary of terms in a table object in my clickup docs (with one row per term and columns for term,definition,notes etc.) Later in the doc, whenever the defined term is used, I create a backlink to the definition using the "Copy Block Link" option for the glossary table. However, the glossary often gets very long, so linking to the entire table makes it hard to find the specific row that is relevant. I would love it if clickup enabled a feature to provide links to specific table rows, rather than just the table as a whole :) (Currently I solve this by splitting the definitions into multiple smaller tables, which works for now. I realize using headers per term instead of tables would also work, but I like the look of the table layout.)

Please add the ability to view diffs between particular revisions of a document. Currently, you have to look through each revision one by one to see what changed between two particular points in time. It would be great to be able to view all of the changes that were made to a document within a particular range of revisions at once, as can be done on Wikipedia or almost any wiki-style site. The user should be able to select two particular revisions from a document's history. The user would then be shown a diff of the document between those two revisions with all changes made in any revision between those two highlighted in the document.