Collaborate on projects using Docs

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

Before you begin

Role required: it_project_user

Procedure

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. Perform the following tasks on the Docs page.
   • Use the forward slash to open a list of actions, including Mention a user or Mention a record.
   • Use the 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 text and select the Add comments icon from the inline toolbar. Commented text displays with a yellow highlight and underline. You can include hyperlinks by typing or pasting URLs directly into your comment. These links are automatically converted to a clickable format when you post the comment. For more information, see Add comments to Docs.
   • Select a commented text to open the comment popover showing the comment thread. The popover closes when you click outside of it.
   • Mention colleagues using @ in comments and replies to notify them of discussions. For more information, see Add comments to Docs.
   • If you are the owner of the comment, modify the comment text. Edited comments display an Edited indicator. For more information, see Manage comments in Docs.
   • Add comments to dynamic data elements, such as references, links, and blocks of text that contain dynamic data. Click once to open the comment popover and click again to navigate to the referenced content.
   • Turn comment highlights on or off to switch between a marked-up view and a clean reading view. For more information, see Hide or show comment highlights in 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.
   • Get notified by email about the following comment activity on a document you are associated with.
     • When a reply is added to your comment by another user.
     • When a user is @-mentioned in a comment. Each mentioned user receives a separate notification. If you edit a comment to add @mention, only the newly mentioned user is notified.
     Note:

     The notification includes up to 140 characters of the comment text and includes the document name, workspace name, and the document path in the workspace hierarchy. Each notification includes a View button. Select View to navigate to the comment in the document.
   • Manage your comment notification preferences. For more information, see Disable comment notifications in Docs