Write and organize Docs

Docs are for written context, notes, decisions, operating instructions, and reference material inside a Space. Use a Doc when the team needs durable written information that can be opened from Collections, Search, Command Center, links, and related work.

Use Docs to:

1. Capture meeting notes, decisions, and project context.
2. Write instructions or reference material that should stay easy to find.
3. Turn selected text into tracked tasks or a new List when the editor supports it.
4. Share written context with the right people or through a public read-only link when public sharing is enabled.
5. Review version history when earlier content needs to be inspected or restored.

Terms you may see:

• Doc title is the name shown in Collections, Search, links, and the Doc dialog header.
• Editor area is where written content, formatting, tables, images, and selected-text actions live.
• Settings dialog is opened from the title or share action and contains rename, owner, sharing, public link, private access, Archive, and Delete controls.
• Version History lets users compare saved versions and restore content when allowed.
• Doc dialog can open from another part of the app so you can read or edit without losing your place.

Docs Articles

• Create and edit Docs
• Use Doc dialog actions
• Share, archive, delete, and restore Docs

Before you start

• You need access to the Doc or the Collection/folder where it lives.

• Creating, editing, sharing, archiving, deleting, restoring, or viewing version history requires the matching access.

• Public sharing, private access controls, and some editor tools can be hidden by Space settings, plan availability, permissions, offline state, or screen size.

• Mobile opens Doc dialogs and selection dialogs as full-height screens so editing controls remain reachable.

• Touch devices may hide hover-only editor controls until you tap inside the editor or select text.

• Long titles and version-history headings can shorten on small screens.

Troubleshooting

A Doc is missing

• Symptom: Search, Collections, or a link does not show the expected Doc.
• Cause: You may be in the wrong Space, the Doc may be private, archived, deleted, or you may not have access.
• Resolution:
  1. Confirm the active Space and signed-in account.
  2. Search by full or partial Doc title.
  3. Check the expected Collection, Archived, and Recently Deleted if you have access.
  4. Ask the owner or Space admin to confirm access.

A Doc opens read-only

• Symptom: You can read the Doc but cannot edit the title or content.
• Cause: You have view-only access, editing is disabled, or the Doc is in a restricted state.
• Resolution:
  1. Confirm that you opened the correct Doc.
  2. Ask the owner or Space admin for edit access.
  3. Refresh after access changes.

Public link behavior is confusing

• Symptom: A link opens a read-only public page, or a teammate cannot open the signed-in app link.
• Cause: Public links and signed-in app links have different access rules.
• Resolution:
  1. Use Create and manage public links for external read-only access.
  2. Use private sharing controls for signed-in collaborators.
  3. Confirm the recipient is using the right account and Space.

FAQ

Should I use a Doc or a Task?

Use a Doc for context, decisions, and long-form explanation. Use a Task when work needs an owner, status, due date, reminders, or reporting.

Should I use a Doc or a Whiteboard?

Use a Doc for structured writing. Use a Whiteboard for visual planning, diagrams, sketches, and brainstorming.