Whether you're crafting reports, brainstorming ideas, or collaborating on project documentation, Docs streamlines your process with everything from shortcuts to AI assisted writing.
✅Create a Doc
There are 3 ways to create docs. How you create a doc will impact its location in your workspace.
To add a doc to your workspace: Click the '+' in your workspace panel
To add a doc to a folder: Click the ellipses next to the name of a folder
To add a doc to a task: Navigate into the vertical view of a task then select 'Files' from the menu
👉Shortcuts
Click backslash for a menu of options to enhance your document's structure, communication, and engagement.
To insert new content types or fields, like tables and signatures, click tab on your keyboard. This shortcut will bring up a menu with elements to enhance the content, structure, and presentation of your document.
🚀Ask AI
Click the GPT button on the top left corner of your doc to open 'Ask AI.' The Ask AI feature will allow you to generate comprehensive documents with a simple prompt.
Consider including the following details in your prompt for high quality results:
Context
Goal
Tone
Length
Format
Recipient
Here is an example of a comprehensive prompt. 👇
🤖AI Writing Assistant
To use functions of the AI Writing Assistant,
Highlight any body of text
Click the GPT icon to the right of your cursor 👉
Select an action from the menu
😊Sharing
Here are a few ways to share your creations:
@Mention a team member in the body of the document
Leave a comment on the document (click backslash to add comments)
Click share in the top right corner of the doc to invite a team member
Remember, users who have access to your workspace will be able to see and interact with your docs. Consider creating a personal workspace for docs if you would prefer to keep them private.