Productive’s Docs make it easy for teams to collaborate in real time, whether they’re working independently or within projects.
A Doc can function as a standalone document or be linked to a project, and it can contain multiple pages and subpages for better organization.
As the doc creator, you control who can access and edit docs. You can also create index pages for easy navigation, use emojis and covers to visually distinguish sections, and track changes with version history.
Plus, Docs have built-in AI-powered features, such as summarizing content or generating action items, helping your team work smarter.
Adding and Accessing Docs
A doc in Productive can either:
Exist independently as a standalone doc (only visible to its creator by default).
Be added to a project, making it accessible to project members.
Adding a Standalone Doc
Navigate to Project Management and select Docs from the dropdown menu.
Click + Doc, Add New Doc, or the + button next to Docs.
To link it to a project later, click "Add to project" in the upper left corner.
Adding a Doc within a Project
If you are already located in a project, simply head over to the Docs tab and add a doc from there.
Organizing Docs with Pages and Subpages
Each doc can contain multiple pages and subpages for structured content. Here’s how they work:
📌 Docs – The main container, storing all pages and subpages.
📌 Pages – Sections within a doc, similar to chapters.
📌 Subpages – Nested under pages, useful for detailed content.
To keep docs organized, you can:
Use Index Pages as a table of contents.
Add Emojis & Covers to improve readability.
Favorite important docs for quick access.
Learn more about Organizing Your Docs.
Customizing and Editing Docs
Enhance your docs with text editing tools:
Adjust text size and layout in the Doc Sidebar.
Use Editor Commands (type
/in the text area) to add tables, lists, checklists, banners, and more.Upload files (100MB limit) and images (4MB limit) directly into your doc.
Leave comments and tag teammates for collaboration.
For a detailed breakdown, see Text Editing in Docs.
Finding and Filtering Docs
When viewing your docs, you can:
Group them by Project, Creator, or None.
Use Filters and Fields to refine your view.
Sort by columns (e.g., by creation date or creator).
Save filtered views for future use.
📌 Pro Tip: Use the Project Status filter to exclude docs linked to archived or inactive projects.
Sharing Docs
Sharing docs is simple:
Invite teammates to view, comment, or edit docs.
Adjust access levels for different users.
Export a single page as a PDF or share a direct link.
Standalone docs are private by default, while docs within projects are visible to project members.
However, you can adjust permissions to control who sees what. Learn more about Sharing Docs.
