Docs
Docs hold everything that isn't a task: specs, notes, meeting minutes, decks, data and diagrams. They live alongside your tasks, link to them, and can turn into them.
#Making a doc
Press c o, or use the + on Docs in the sidebar, and pick a kind. A new doc opens straight away, titled "Untitled" and private to you (Only me) — type over the title and start writing. Share it from the access chip next to its name when it's ready (see Spaces & sharing).
#Kinds of doc
| Kind | What it's for |
|---|---|
| Page | Writing: notes, specs, a wiki page. |
| Slides | A deck to present, one slide per section. Present shows it full screen. |
| Database | Rows and typed columns, seen as a table, board, calendar or timeline. Import and export CSV files. |
| JSON | Structured data, as a tree, a flat list or raw. |
| Diagram | A flowchart, sequence or Gantt chart, written in Mermaid. |
| Whiteboard | A freehand canvas: shapes, arrows, sketches and notes. |
| draw.io | Flowcharts, architecture and org charts, drawn precisely. |
A page can be switched to slides and back without losing anything. Most kinds can be downloaded from the doc's menu (Download as … Markdown, JSON, Mermaid, Excalidraw or draw.io).
#Writing in a page
- Formatting shows as you type:
**bold**, # for a heading,-for a list. - Type / for a menu of blocks — headings, lists and checklists, tables, code blocks, formulas, an image or an embed from a link, a live task list, a sub-page, an existing doc, or a new database, diagram, whiteboard or deck placed inside the page.
- Select text for the formatting toolbar.
- Type @ to link a person, task, project, view, dashboard, doc, label or channel. Mentioning someone tells them.
- An empty page offers outlines to start with.
Your writing saves a moment after you stop typing. If someone else changes the same doc while you have unsaved changes, a bar asks which version to keep.
#Turning a checklist into tasks
Put the cursor in a checklist item (or select several) and press ⌘/CtrlShiftEnter, or choose Make tasks on the selection toolbar. Each item becomes a task, and the item turns into a chip showing that task's live status.
#Organising docs
- Docs in the sidebar (g o) shows every doc you can see as a tree: a doc's sub-docs sit under it. Each row shows who can see it, its status and when it last changed.
- Every doc has a status (Draft, In review, …) — see Doc statuses.
- Attach docs to tasks and projects: they show in the task's or project's Docs. A doc lists what it's attached to and what links to it.
Delete a doc with d d or Move to Trash; it can be restored from the Trash.