---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Docs for planning items

# Docs for planning items in Strategic Planning {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Docs for planning items in Strategic Planning

The Docs feature in the Strategic Planning Workspace enables product and portfolio managers to store and organize documentation related to planning items in a centralized location.
Each planning item, such as an Epic, can have multiple dedicated doc pages to capture key details like business objectives or technical requirements.
Predefined templates like Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes simplify document creation, while blank pages are also available for customization.
Show full answer Show less  

## Key Features

* **Auto-save and live collaboration:** Docs auto-save content and support concurrent editing with live user presence indicators showing who is viewing or editing the document.
* **Flexible document creation:** Use predefined templates or start with a blank page. Rich text formatting, block-level editing, inline tagging of team members, and table insertion via the / command enhance document structure and collaboration.
* **Dynamic data linking:** Docs can reference ServiceNow application records dynamically, ensuring documentation automatically reflects the latest updates without manual intervention. Hover popovers and clickable references provide quick access to detailed record information.
* **Multimedia support:** Users can insert images by uploading files or using web URLs, though Google Images links may not function as expected.
* **AI-powered content assistance:** With an SPM Pro+ license, Now Assist capabilities allow users to summarize, elaborate, or shorten content within Docs leveraging ServiceNow Otto for SPM. Users should review AI-generated content for accuracy.

## Benefits for ServiceNow Customers

* Centralizes all planning documentation within Strategic Planning Workspace for better organization and accessibility.
* Enables real-time collaboration with clear visibility into team member activity, improving teamwork and reducing version conflicts.
* Maintains up-to-date documentation through dynamic linking to live ServiceNow records, reducing manual updates and errors.
* Supports efficient document creation with templates and rich formatting to meet diverse planning documentation needs.
* Enhances productivity by integrating AI assistance for content summarization and editing, streamlining communication and documentation quality.  
Store and manage all kinds of documentation for planning items from a centralized location of Strategic Planning Workspace.

## Docs overview {#docs-for-planning-items-in-spw__id_ky5_ffk_d2c}

Product and portfolio managers can store information for planning items using the Docs feature.

* Each planning item can have a separate doc page to capture the information related to it.For example, for an Epic planning item, you create a doc page for high level business objectives or technical product
  requirements.

* Each planning item can have multiple doc pages associated to it to help you effectively organize key artifacts.
* Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting notes are available. Create doc pages for your planning items using one of these templates or start with a blank page.
{#docs-for-planning-items-in-spw__ul_t24_xcp_1cc}

## Key Features of Docs {#docs-for-planning-items-in-spw__section_jx2_nfk_d2c}

The key features of the Docs feature provide you with the following capabilities:

* Auto-save content.
* See who is viewing or working on a doc page through the live user presence feature.
* Create documents using predefined templates.
* Include 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.
{#docs-for-planning-items-in-spw__ul_th1_3qm_cbc}

## Summarize Docs content using ServiceNow Otto for SPM {#docs-for-planning-items-in-spw__section_ucs_wn1_hdc}

Use Now Assist capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document.

* Summarize, elaborate, or shorten selected text.

* Summarize the entire content on the page.

{#docs-for-planning-items-in-spw__ul_tvb_tq1_hdc}  
Note:  
* Now Assist for Docs requires an SPM Pro + license. For more information, see [Configure AI Admin Hub](https://www.servicenow.com/docs/Ek_zjLBZYb4Lpa6PDEWviA "Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.").
* 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.
{#docs-for-planning-items-in-spw__ul_srw_ylf_hdc}

## Real-time collaboration in
Docs {#docs-for-planning-items-in-spw__section_smg_pfk_d2c}

You can edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators.  

Note:  
Application performance can be affected by a large number of users editing the same block of content simultaneously.

## Dynamic data linking in Docs {#docs-for-planning-items-in-spw__section_exg_k2r_khc}

Keep record information in your documentation current and reduce manual effort with the Dynamic data linking feature in Docs.
Documentation
will automatically reflect the latest updates for any
referenced ServiceNow application record.

For example, if you add a reference to a Project record, the reference shows the latest field information of the project in Docs without requiring a
manual update. Selecting the project
reference displays the project form so that you can
view the full details of the project and make any necessary changes.

A hover popover displays the details of the mentioned record, providing quick access to additional information without leaving the current context.

Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of a Project record.

You can add references from any ServiceNow table you have access to, with no setup or configuration needed.

This feature reduces the need to switch between multiple ServiceNow applications within your instance and helps maintain a single, reliable source of truth for collaborative work, making it easier for teams to stay aligned and informed.