Features
Documents
Create and manage documents and drawings in Projectyl.
Projectyl includes a built-in document editor and a drawing tool, so your team's knowledge lives alongside your tasks.
Document list
The documents page shows all documents and folders in the project. You can:
- Filter by labels, creator, date range, or document type.
- Sort by title, updated date, created date, or custom order.
- Drag and drop documents to reorder them within folders.
Create documents
Click the Create dropdown to choose:
- New Document — A rich text document.
- New Drawing — An Excalidraw whiteboard for diagrams and sketches.
- New Folder — Organize documents into folders (top-level only).
Document editor
The rich text editor provides:
- Full formatting toolbar (headings, bold, italic, lists, links, code blocks, etc.).
- @mentions — Type
@to reference users, tasks, documents, or goals. - Auto-save — Changes are saved automatically. You'll see "Saving..." and "Saved X ago" indicators.
- Version conflict detection — If someone else edits the document at the same time, you'll be notified.
Drawing editor
The drawing editor uses Excalidraw, providing:
- Drawing tools, shapes, text, and freehand sketching.
- Full-screen canvas.
- Export capabilities.
Document side panel
Click the tabs in the document header to open side panels:
- Details — Edit the document title, icon, labels, and description.
- Activity — Comments and threaded discussions (with unread indicator).
- Connections — Cross-references to/from other entities.
- Settings — Archive or delete the document.