Project Documents
Add, organize, and edit documents within your projects to keep everything your team needs in one place.
Every project has a Documents tab where you can create and manage the files that matter. Whether it's meeting notes, specs, reports, or reference materials, keeping documents inside a project means they're always easy to find and always available to your AI assistant.
Adding documents
Click Add Document inside any project's Documents tab. You have two options:
- Create a new document — Opens the built-in rich-text editor where you can write directly. It supports formatting, headings, lists, code blocks, and more.
- Upload a file — Drag and drop or browse to upload PDFs, spreadsheets, presentations, and other file types.
Documents added to a project are automatically indexed for your AI assistant. You can ask it to summarize, search, or answer questions about any document in the project.
Organizing documents
Documents appear in a list within the Documents tab. You can sort them by name, date created, or last modified to find what you need quickly.
As your project grows, keep things tidy by using clear, descriptive names. A document called "Sprint 12 Retrospective Notes" is much easier to find later than "Notes (2)."
Editing documents
Click any document to open it in the editor. Changes save automatically as you type, so you don't need to worry about losing work. The editor supports the same rich-text features you'd expect — bold, italic, headings, bullet lists, numbered lists, links, and code blocks.
If you uploaded a file (like a PDF), you can view it inline but editing happens by uploading a new version.
Removing documents
To remove a document, open it and use the options menu to delete it. Deleted documents are moved to trash, so you can recover them if you change your mind.