---
title: "Documents"
description: "Create and manage documents and drawings in Projectyl."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.projectyl.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

## 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.

## 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](https://excalidraw.com/) whiteboard for diagrams, wireframes, and sketches.
- **New Folder** — Organise documents into folders. Folders are top-level only (no nesting).

## Document editor

The rich text editor provides:

- Full formatting toolbar — headings, bold, italic, lists, links, code blocks, tables, and more.
- **[Slash commands](/guides/tips#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.

## Drawing editor

The drawing editor uses **[Excalidraw](https://excalidraw.com/)** — 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](https://docs.excalidraw.com/).

## 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.

## 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](/guides/tips#connections).
- **Attachments** — Upload and manage files attached to the document.
- **Settings** — Archive or delete the document.

## Shared entity features

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

| Feature     | Documents | Tasks | Targets | Chat                          |
| ----------- | --------- | ----- | ------- | ----------------------------- |
| Comments    | ✓         | ✓     | ✓       | — (messages are the comments) |
| Connections | ✓         | ✓     | ✓       | ✓                             |
| Attachments | ✓         | ✓     | ✓       | ✓                             |
| Info panel  | ✓         | ✓     | ✓       | ✓                             |

> **Coming soon:** Chat channels will also support pinned messages.

Source: https://docs.projectyl.app/features/documents/index.mdx