Notes and docsUpdated
Write a doc
Create a doc, add headings, lists, checklists, tables and images from the slash menu, format text, mention records and link the doc to records.
Docs are long-form pages, such as proposals, meeting notes, account plans and processes. A doc can have pages inside it, and you can link it to the records it is about. Open them from Docs on the left rail.
Things to know
- A new doc is private. Only you can see it until you share it. See Share a doc.
- Spodus saves as you type.
- A doc can hold subpages, to any depth. They are listed under Subpages at the foot of the page and in the panel beside the rail.
Create a doc
- Go to Docs.
- Click New doc. To start from a template, click one of the cards at the top, or click Templates. See Doc templates and export.
- Type a title. To add a subtitle, hover over the top of the page and click Add subtitle.
An empty page offers ways to start: Start writing, Write with Ask Spodus, Use a template, Table, Checklist and Subpage.
Add blocks with the slash menu
Type / at the start of an empty line to open the menu. Keep typing to narrow it, then press Enter or click a block:
| Block | What it adds |
|---|---|
| Text | A plain paragraph |
| Heading 1, Heading 2, Heading 3 | Section titles |
| Bulleted list, Numbered list | Lists |
| To-do | A checklist item with a checkbox |
| Quote, Callout | A quoted or highlighted passage |
| Code | A monospace block |
| Divider | A line across the page |
| Table | A 3 × 3 table with a header row |
| Image | An uploaded PNG, JPEG, GIF or WebP picture |
The menu also has Ask Spodus. See Write with Ask Spodus.
Work with tables
Click inside a table to show its toolbar. It has Add row above, Add row below, Add column left, Add column right, Delete row, Delete column and Delete table.
Format text
Select text to show the toolbar. From there you can:
- Change the block to Text, Heading 1, Heading 2 or Heading 3.
- Apply Bold, Italic, Underline, Strikethrough, Inline code or Highlight.
- Add a Link.
Mention a record
Type @ followed by a name, then pick the record from the list. The mention links to that record, and the record lists the doc under Mentioned in docs.
Link the doc to a record, task or doc
- Hover over the top of the page and click Link task or doc. Once the doc has links, you can also click Link next to them.
- In Link a task, doc or record, search, then pick what to link.
Add a cover and an icon
Hover over the top of the page and click Add cover to upload a PNG, JPEG, GIF or WebP image. Click the page icon to change it.