Documents

Projectyl includes a built-in document editor and an integrated drawing tool, so your team's knowledge lives alongside your tasks and conversations — no need to switch to Google Docs or Notion.

1 Document list

The documents page shows all documents and folders in the project. You can:

• Filter by labels, creator, date range, or document type (document vs. drawing).
• Sort by title, updated date, created date, or custom order.
• Drag and drop documents to reorder them within folders.

Documents are grouped by folder, with each folder showing a count of its contents.

2 Create documents

Click the + New dropdown to choose:

• New Document — A rich text document for notes, specs, meeting minutes, or anything written.
• New Drawing — An Excalidraw whiteboard for diagrams, wireframes, and sketches.
• New Folder — Organise documents into folders. Folders are top-level only (no nesting).

3 Document editor

The rich text editor provides:

• Full formatting toolbar — headings, bold, italic, lists, links, code blocks, tables, and more.
• Slash commands — Type / to reference tasks, targets, documents, or people directly in your text. Type /task to link a task, /doc to link another document, or @ to mention a teammate.
• Auto-save — Changes are saved automatically. You'll see "Saving..." and "Saved X ago" indicators in the header.
• Version conflict detection — If someone else edits the document at the same time, you'll be notified so you don't accidentally overwrite each other's work.

4 Drawing editor

The drawing editor uses Excalidraw — an open-source virtual whiteboard with a hand-drawn aesthetic. It provides:

• Drawing tools, shapes, text, arrows, and freehand sketching.
• Full-screen canvas.
• Export capabilities.

For detailed help with Excalidraw's drawing tools, see the Excalidraw documentation.

5 Inline comments

Select any text within a document to leave an inline comment. Inline comments are anchored to the highlighted text, making it easy to provide contextual feedback directly within the content — similar to suggesting mode in Google Docs.

6 Document side panel

The document header includes tabs that open side panels for managing the document:

• Details — Edit the document title, icon, labels, and description.
• Comments — General comments and threaded discussions (with unread indicator). Also shows inline comments from the document body.
• Connections — Cross-references to/from other entities. See Connections.
• Attachments — Upload and manage files attached to the document.
• Settings — Archive or delete the document.

7 Shared entity features

Documents share several capabilities with other Projectyl entities (tasks, targets, chat):

Coming soon: Chat channels will also support pinned messages.