Collaborative documents: writing with your team at the same time

Steps

1. From the Documents module, create a document and give it a clear name.
2. Write and format the content: headings, lists, tables and links.
3. Share it with whoever needs it — they open it and write alongside you.
4. Link it to the project or client it belongs to, so whoever looks for it finds it in the right place.

Worth knowing

• Use documents for minutes, specifications and decisions — anything that needs doing becomes a task, because a document does not follow itself up.
• One live document beats three email attachments where nobody knows which is newest.

The module this belongs to: Explore Documents