Docs are rich-text documents your whole team can write in together. Use them for briefs, meeting notes, plans and anything else worth keeping. A doc can reference tasks, projects, contacts and deals as live cards, so it stays up to date as the work moves.
Create a doc
- In the actions sidebar on the right, choose Docs. If the sidebar is closed, press ⌘J on Mac or Ctrl+J on Windows.
- Choose + (New document). A blank doc opens.
- Give it a title where it says Untitled, then start writing.
There's no Save button. The doc saves as you type, and shows Saving… then Saved at the top.
If you're on a project, contact or deal when you create the doc, it's linked to that record and shows on its tab in the Docs panel.
You can also create a doc from a chat message (see Chat with your team), or from a task's Documents tab (see Tasks).
Write and format
Press / anywhere in a doc to insert:
- Heading 1, Heading 2 or Heading 3
- Bullet list, Numbered list or Task list
- Quote, Code block, Table or Divider
- Data table, a table whose columns have types, such as number, currency, select or formula
- Whiteboard, a board to sketch and diagram on together
- Image or File
- Link to doc, to point to another doc
- Reference a task, Reference a project, Reference a contact or Reference a deal, to add a live card for it
- Create task, to make a new task and add it as a card
- Mention user
Type @ to mention someone, which notifies them. Paste a web address to show a preview card for it.
Links to docs, file links and mentions always show the current name. Rename a doc, a file or a person and every link to them updates.
Under the title you'll see who created the doc and when, a live word count, the records the doc links to, and its tags.
Use a data table
A data table keeps structured information in a doc, such as a price list or a contact list, with a type for each column.
- Press / and choose Data table.
- Select a column's name to rename it, change its Type or sort the rows by it.
- Choose New row to add a row, and + to add a column.
Each column's footer can show a calculation, such as a count, sum or average. Select the footer to choose one.
Work out a column with a formula
A formula column works out each row's value from the other cells in the same row, as a spreadsheet does.
- Select a column's name and set its Type to Formula.
- In Formula, write the sum using column names in braces, such as
{Price} * {Quantity}. - Press Enter or click away to save it.
You can use +, -, *, / and ^, brackets, and SUM, AVG, MIN, MAX, ROUND, ABS, FLOOR and CEIL, such as ROUND({Price} * 1.2, 2). An empty cell counts as 0, and a ticked checkbox as 1.
If a row can't be worked out, its cell shows why: #REF! names a column that doesn't exist, #VALUE! reads text rather than a number, #DIV/0! divides by zero, #CYCLE! depends on itself and #ERROR! isn't a valid formula. Renaming a column doesn't break the formulas that use it.
Draw on a whiteboard
A whiteboard is a canvas in your doc for sketches, flows and diagrams, which everyone in the doc can draw on at once.
- Press / and choose Whiteboard.
- Choose Start your whiteboard, or double-click the board, to open it full screen.
- Draw with the tools at the top. Your changes save as you go.
In the doc, the board shows as a preview you can zoom. Choose Expand to edit, or double-click it, to draw again.
Write together
A doc can be edited by the person who created it, the lead of a project it belongs to, and owners and admins. Everyone else who can see it reads it. When other people have it open, their avatars show at the top. Their changes appear as they're saved.
Find a doc
The Docs panel lists your organisation's documents, most recently edited first.
- Type in Search documents… to search by title.
- Choose List options beside the search box to Sort by Name, Date updated or Date created, or to Filter by tag or Author.
- On a project, contact or deal, switch between All Docs and that record's docs, such as Project Docs.
You can also find docs with the command palette. See Search and keyboard shortcuts.
Tag or delete docs in bulk
- In the Docs panel, tick the docs you want.
- Choose List options, then Actions.
- Choose Add tag, Remove tag or Delete.
Move a doc to another project
- Open the doc.
- Select its project under the title, or No project.
- Pick the project to move it to.
You can only move a doc you can edit, to a project you can see. The person who wrote it must be able to see that project too.
Delete a doc
- Open the doc.
- Choose the delete button at the top, then confirm.
Deleting is permanent and can't be undone.
Set up doc tags
Owners and admins can manage the tags available on docs.
- Open the organisation menu at the top of the sidebar and choose Manage organisation.
- Under Settings, choose Docs.
- On the Tags tab, add, rename or remove tags.
See Tags for more.
Turn a checklist item into a task
- Hover over the checklist item, or put your cursor in it, and choose the … at the end of the line.
- Choose Turn into task.
- Check the details. The task starts with the item's words as its title and the doc's projects, deals and contacts as its links. Take off any you don't want.
- Choose Create task.
The task's card takes the place of the checklist item. Ticked and empty items can't be turned into tasks.
Good to know
- Only the doc's creator, or an owner or admin, can delete a doc.
- Guests can read the docs attached to work they can see, but can't create or edit them.
- A doc created from a private or personal project, or from one of its tasks, is only visible to people who can see that project. That includes a doc you start with New document on the project's Docs tab.
- A doc that isn't open to your whole organisation shows a Private or Personal badge in the list. To see only some of them, choose List options > Filter > Visibility and pick any of Public, Private and Personal. All three show when none is picked.
- Whiteboards are only in docs, not in task, project or deal descriptions. A board holds up to 10,000 shapes, including ones you've deleted.
- Images and files you add to a doc are stored in your organisation's files and count towards your storage. See Files.