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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