Docs for planning items in Strategic Planning
Summarize
Summary of Docs for planning items in Strategic Planning
The Docs feature in the Strategic Planning Workspace enables product and portfolio managers to centrally store and manage documentation for planning items such as Epics. Each planning item can have multiple Docs, which can contain multiple pages to organize key information effectively. Predefined templates like Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes facilitate quick document creation.
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Key Features
- Auto-save: Content is saved automatically to prevent data loss.
- Live user presence: See who is currently viewing or editing a document in real time with colored cursor indicators, which can be toggled on or off.
- Predefined templates: Use ready-made templates or start from a blank page to create Docs tailored to your needs.
- Rich text and block editing: Format text with headings, lists, and alignment; move text blocks to reorganize content easily.
- Collaboration tools: Tag team members inline, insert tables, and reference other ServiceNow AI Platform tables to connect work across teams.
- Insert images: Add images by uploading or linking via web URLs (note some limitations with Google Images links).
- Now Assist integration (SPM Pro+ license required): Use AI-powered assistance to summarize, elaborate, or shorten selected content or entire documents for efficient content refinement.
Collaboration Considerations
Docs support real-time concurrent editing by multiple users, enhancing teamwork and transparency. However, simultaneous editing of the same content block by many users may impact application performance, so coordination is advised for large groups.
Store and manage all kinds of documentation for planning items from a centralized location of Strategic Planning Workspace.
Docs overview
- Each planning item can have a separate doc to capture the information related to it.
For example, for an Epic, you create Docs for high level business objectives or technical product requirements.
- Each planning item can have multiple Docs associated to it and each Doc can have multiple pages to help you effectively organize key artifacts.
- Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting notes are available. Create pages for your Doc using one of these templates or start with a blank page.
Features of Docs
- Auto-save content.
- See who is viewing or working on a Doc using the feature of live user presence.
- Create documents using pre-defined templates.
- Use rich text paragraph formatting, which includes headings, lists, alignment, and others.
- Move text blocks to change their placement using block-level editing.
- Tag team members inline or insert tables using the / command.
- Add reference to other ServiceNow AI Platform tables to connect work across teams.
- Insert images by uploading files or using web URLs.Note:The experience of inserting Google Images links might not work.
Summarize Docs content using Now Assist for SPM
- Summarize, elaborate, or shorten selected text.
- Summarize the entire content on the page.
- Now Assist for Docs requires an SPM Pro + license. For more information, see Configure Now Assist for Strategic Portfolio Management (SPM).
- If there is more content to summarize, you can remove some content and retry.
- Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate.