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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil 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: Brazil  
Updated October 8, 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 Strategic Planning Workspace enables product and portfolio managers to store and organize documentation related to planning items from a centralized location.
Each planning item, such as an Epic, can have multiple doc pages to capture various information like business objectives or product requirements.
Predefined templates (Project Brief, Product Requirements, Brainstorming Ideas, Meeting Notes) simplify document creation, or users can start with blank pages.
Show full answer Show less  

## Key Features

* **Auto-save and Live User Presence:** Content is automatically saved, and you can see who is viewing or editing a doc in real time.
* **Rich Text and Block Editing:** Use formatting options including headings, lists, alignment, and move text blocks easily.
* **Collaboration Tools:** Tag team members inline, insert tables, and collaborate simultaneously with colored cursors indicating each editor's position.
* **Reference Linking:** Dynamically link to other ServiceNow AI Platform tables and records to keep documentation current and connected across teams.
* **Image Insertion:** Upload files or insert images using web URLs (note Google Image links may not work).
* **ServiceNow Otto AI Integration:** For SPM Pro+ license holders, use Now Assist to summarize, elaborate, or shorten document content efficiently.
* **Dynamic Data Linking:** Reference any accessible ServiceNow record in Docs to automatically reflect updates, reducing manual edits and maintaining a reliable source of truth. Hover popovers provide quick access to record details, and references can be made to specific record fields without additional setup.

## Key Outcomes

* Centralized, organized documentation for all planning items improves information management and accessibility.
* Real-time collaboration enhances teamwork with multiple editors working concurrently while minimizing conflicts.
* Dynamic linking ensures documentation stays current by automatically updating referenced data, reducing manual effort and errors.
* AI-powered summarization and editing capabilities save time and improve clarity of planning documentation.
* Seamless integration with ServiceNow records and tables helps teams maintain alignment and transparency across planning processes without switching contexts.  
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}

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

The following are the key features of Docs:

* Auto-save content.
* See who is viewing or working on a doc page 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.
{#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/EFO0_3WM4_3Blfa2XizTWA "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 within planning item Docs {#docs-for-planning-items-in-spw__section_smg_pfk_d2c}

With the feature of real-time collaboration, 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 based on your preference while working on or reviewing the content of the page.  

Note:  
Huge number of users editing the same block of content simultaneously might result in issues with application performance.

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

Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records.

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 manual edits. Selecting the project reference opens up 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.