Overview My stuff

Create and organize Assignment and access Views and filters Repeating tasks Templates

Create and organize Tasks and updates Sharing and access Templates and lifecycle

Setup and privacy Sidebar and lifecycle

Templates Relative dates Labels Statuses

Member management

Roles and permissions Guests Task and document visibility

Writing and collaboration Organize and actions

Find and manage

Posts and updates

Conversations and management

Organize and actions

Move, duplicate, convert, favorite, and delete documents.

Move a document to another area

Open the document menu.
Select Move to area.
Choose the destination area.

The destination area becomes the document's new home. Review its visibility and collaborators after the move.

Duplicate a document

Open the document menu and select Duplicate.

Plot copies the title, content, visibility, and area. The copied title includes (Copy) until you rename it.

Convert a document into work

Open the document menu and choose Convert to task or Convert to project.

Use this when a plan becomes actionable work. The conversion removes the original document after it creates the new entity.

Favorite or delete a document

Use Add to favorites for documents you open often.

Select Delete document to move it to the area's trash. You can restore it for seven days.

Writing and collaboration

Edit document content, share access, and discuss the document with updates.

Overview

Open area files, upload shared assets, and monitor upload progress.

On this page

Move a document to another area Duplicate a document Convert a document into work Favorite or delete a document