TL;DR
Open a project → Docs tab → New doc or + → name it and start typing. Multiple people can edit at once with live cursors. Use Version history to view or restore older versions.
Create a document
- Open a project from the sidebar.
- Click the Docs tab.
- Click New doc or the + button.
- Name the document.
- Start typing — changes auto-save.
Prerequisites: Access to the project. Members can create docs; Guests need edit permission.
Real-time collaboration
Documents support real-time editing like collaborative editing:
- Live cursors — See where others are typing.
- No refresh needed — Changes appear for everyone right away.
- Conflict-free — Edits merge automatically.
Link documents to tasks
Associate docs with tasks so specs and notes stay with work:
- Open a document.
- Use Link or @ to link a task (or add it in the Linked Resources section).
- The link appears on both the doc and the task.
Rule: Documents and tasks must be in the same project.
Version history
- Open a document.
- Open Version history (clock or history icon in the toolbar).
- See a list of versions with author and time.
- Preview a version to compare.
- Restore to bring back that version (a new version is created first so you can undo).
Common issues
| Issue | What to try |
|---|---|
| Can't edit | Check project permissions. You may have view-only access. |
| Doc and task in different projects | Linking requires the same project. Move one or create a doc in the right project. |
| Version history empty | Versions are created as you edit. New docs may have few entries. |
| Connection lost | Check your internet. Reconnect; your edits should sync when back online. |
Next steps
Link documents to tasks, control doc permissions, or use AI in docs if available.