Skip to main content

Creating and Finding Docs

Add a standalone doc or a doc within a project, then group, filter, and sort your docs to find them again.

New to Docs? 👉 See Productive's Docs for an overview of how docs, pages, and subpages fit together.

A doc can either exist independently as a standalone doc (visible only to its creator by default) or be added to a project, making it accessible to project members.

Adding a Standalone Doc

  1. Navigate to Project Management and select Docs from the dropdown menu.
    ​


    ​

  2. Click + Doc, Add New Doc, or the + button next to Docs.

  3. To link it to a project later, click Add to Project in the upper left corner.
    ​

Adding a Doc Within a Project

  1. If you're already in a project, make sure you have a Docs tab added. If not, click + at the end of the tab bar.
    ​

  2. Choose a Docs tab type.
    📌 The tabs you can see and add depend on your permission level.
    ​

  3. Once the tab is added, choose Add New Doc.
    ​

Finding and Filtering Docs

When viewing your docs, you can:

  • Group them by project, creator, or none.

  • Use filters and fields to refine your view.

  • Sort docs (e.g., by creation date or creator).

  • Save filtered views for future use.

📌 Use the Project Status filter to exclude docs linked to archived or inactive projects.

Related Articles
Did this answer your question?