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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Docs for planning items

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

* Release version: Zurich
* 
* Updated August 11, 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 Portfolio Planning

ServiceNow's Portfolio Planning Workspace includes a Docs feature that enables product and portfolio managers to centrally store and manage documentation for various planning items.
Each planning item can have multiple dedicated doc pages to capture relevant information such as business objectives, technical requirements, or meeting notes.
Predefined templates like Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes streamline document creation, while blank pages offer flexibility.
Show full answer Show less  

## Key Features

* **Auto-save and live collaboration:** Docs auto-save content and support real-time collaboration with colored cursors that show the active editors, enhancing teamwork and visibility.
* **Rich text and block editing:** Users can format text with headings, lists, alignment, and rearrange content blocks easily for organized documentation.
* **Interactive elements:** Tag team members inline, insert tables using the / command, and add images via upload or URLs to enrich content.
* **Dynamic data linking:** Reference any ServiceNow application record directly within Docs. These references dynamically update to reflect the latest data, reducing manual updates and ensuring consistency.
* **Quick access to details:** Hover popovers display record details, and clicking references opens the full record form for easy editing without leaving the doc context.

## Benefits for ServiceNow Customers

This Docs feature simplifies collaboration and documentation management by centralizing key artifacts tied to planning items. Dynamic linking keeps information accurate and up-to-date, minimizing context switching across ServiceNow applications. Real-time editing and rich formatting enable teams to work together efficiently and maintain a reliable source of truth throughout the portfolio planning process.  
Store and manage all kinds of documentation for planning items from a centralized location of Portfolio Planning Workspace.

## Docs overview {#docs-for-planning-items-in-ppw__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-ppw__ul_t24_xcp_1cc}

## Features of Docs {#docs-for-planning-items-in-ppw__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-ppw__ul_th1_3qm_cbc}

## Real-time collaboration within planning item Docs {#docs-for-planning-items-in-ppw__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-ppw__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.