Create and edit Docs

Create and edit Docs when written context should stay connected to work. The editor supports rich text, tables, inserted content, images, collaboration presence, selected-text actions, and version history when those controls are available to you.

Before you start

• You need create access to add a Doc.
• You need edit access to change the Doc title or content.
• To create tasks or a List from selected text, you also need access to the target List or permission to create the new List.
• Image upload and live collaboration require network connectivity.

Create a Doc

1. Open Collections or the folder where the Doc should live.
2. Select Add.
3. Choose Docs.
4. Enter a clear title.
5. Add the opening content so the purpose is clear.

Expected outcome: the Doc appears in the current Collection/folder and can be reopened from Collections, Search, Command Center, or links.

Editor Control Reference

Control or area	What it does	Notes
Title	Names the Doc.	A clear title improves Search and Help recommendations.
Editor body	Main writing surface.	Click or tap inside it before using formatting or insert tools.
Formatting toolbar	Applies text styling and block formatting when visible.	Visibility depends on cursor location, selection, screen size, and edit access.
Block insert	Adds supported blocks near the current cursor or hovered line.	Hidden when the editor is read-only or the control cannot fit.
Table controls	Add/remove rows and columns, header row/column, alignment, background, and cell cleanup.	Table controls appear when the cursor is inside a table.
Image upload	Inserts an uploaded image into the Doc.	Upload can fail while offline or if the file cannot be saved.
Connected users	Shows people currently editing or viewing the Doc.	Extra users collapse into a count with a tooltip on desktop.
Create Tasks from selection	Converts selected text into draft tasks.	Requires selected text and a target List.
Create List from selection	Creates a new List using selected content.	Requires a List name and owner.
Version History	Opens saved versions and restore controls.	Use from the more actions menu.

Turn Selected Text Into Tasks

1. Select text in the Doc.
2. Choose the create-tasks action when the editor toolbar appears.
3. Select the target List.
4. Select the Owner.
5. Review the task outline and item count.
6. Choose whether to Replace selected text with linked task mentions.
7. Select Create.

Expected outcome: tasks are created in the selected List. The primary button stays disabled until the selection can produce valid task items and the required fields are present.

Turn Selected Text Into a List

1. Select text in the Doc.
2. Choose the create-list action when available.
3. Enter or confirm the List name.
4. Select the Owner.
5. Select Create.

Expected outcome: a new List is created from the selected content. The primary button stays disabled until the List name is valid.

Edit Tables

1. Click inside a table cell.
2. Use the row or column handles when they appear.
3. Add a row or column before/after the current position.
4. Toggle header row or header column when the table needs labels.
5. Use cell alignment, background, or clear-cell controls when needed.

• Mobile uses full-screen dialogs for selected-text task/list creation.
• Touch devices may require tapping inside the editor before selection or insert controls appear.
• Wide tables can scroll horizontally. Keep tables small when they must be readable on phones.

Troubleshooting

Editor tools are missing

• Symptom: Formatting, insert, table, or selected-text actions do not appear.
• Cause: The cursor is not in an editable area, no text is selected, the Doc is read-only, or the screen is too narrow.
• Resolution:
  1. Click or tap inside the editor.
  2. Confirm that you have edit access.
  3. Select text if you need task/list creation actions.
  4. Try a wider screen for table-heavy editing.

Image upload fails

• Symptom: An image does not appear after upload.
• Cause: Network connectivity, file save failure, or an unsupported file can stop the upload.
• Resolution:
  1. Confirm you are online.
  2. Try the upload again with a smaller or different image.
  3. Keep the original file until the Doc shows the uploaded image.

Selected text does not create tasks correctly

• Symptom: The task outline is empty or not what you expected.
• Cause: The selection may not contain usable lines, headings, list items, or table content.
• Resolution:
  1. Select only the text that should become tasks.
  2. Use one task per line when possible.
  3. Review the outline before selecting Create.