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Create a document

Write rich-text docs — meeting notes, SOPs, briefs — scoped to your org or a project, with task links, sharing, and PDF export.

  1. 1

    Start a new document

    Open Documents and click New Document in the top-right. Documents show as a tile grid, each with a live mini-preview so you can find them at a glance.

    The Documents grid with the New Document button
  2. 2

    Pick a template or start blank

    Choose a ready-made template (meeting notes, SOPs, and more) or Blank Document to start fresh.

    Choosing a document template
  3. 3

    Title it and write

    Give the document a title and optionally assign it to a project (organization-level docs are visible to everyone; project docs stay with the project). Then write with the rich-text editor — headings, lists, tables — and type # to link a task by number or title. Click Save when you're done.

  4. 4

    Read, share, or export

    Open any document to read it, jump around with the table of contents, and switch between Content, Comments, Versions, and Attachments. From the toolbar you can Share a public link (with optional password and expiry), Export PDF, Pin to Dashboard, or Watch it for updates.

    A document open with its content, tabs, and share / export / pin actions

Keep your team's knowledge in one place

Rich-text docs with task links, sharing, and PDF export — on every plan.

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