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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu 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: Xanadu
* 
* Updated July 2, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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 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.
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## 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 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.
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## Summarize Docs content using Now Assist 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.

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Note:  
* Now Assist for Docs requires an SPM Pro + license. For more information, see [Configure Now Assist for Strategic Portfolio Management (SPM)](https://www.servicenow.com/docs/4a7V6oKu2pG9aeicXjZQTw "If you have the admin role, you can configure the Now Assist for Strategic Portfolio Management (SPM) application to enable generative AI skills in Strategic Planning, Project Workspace, or Enterprise Agile Planning.").
* 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.
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## 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.