Collaborate on projects using Docs

Collaborate with team members, save notes, create project charters, and project briefs using Docs.

始める前に

Role required: it_project_user

手順

1. Open a project in Project Workspace.
   For more information, see Access the new Project Workspace.
2. Open the docs page of the project by selecting Docs from the list.
3. From the Pages section, select Create page and then select Create Page from template if you want to add a template for your document.
   
4. You can perform these tasks under the Docs page:
   • Use the forward slash on the keyboard to open a list of actions, including Mention a user or Mention a record as required.
   • Use the feature of live presence to see who is opening or working on a Doc.
   • Create templates for documents such as project charters, project briefs, and meeting notes.
   • Add meeting notes to record discussions, decisions, action items, and any relevant information discussed during meetings.
   • Store information related to your tasks, add images, or tables and collaborate in real-time using Docs.
   • Select the more actions menu to delete, duplicate, or create child pages in the pages section.
   • Apply rich text paragraph formatting, which includes headings, lists, alignment, and other styling options.