Project documents
Keep the plan and the docs in one place
Every project has writing behind it: briefs, specs, research and meeting notes. Flowboard has a built-in document editor, and documents sit right on the board next to the steps they explain.
Docs scattered across tools get lost
When the plan is in one app and the documents are in another, nobody can find the spec when they need it, and docs quietly go out of date. Putting documents on the plan keeps them in context.
How it works in Flowboard
- 1
Write in a real editor
Headings, lists, images, tables of contents, find and replace, and a page outline, in a familiar document editor.
- 2
Pin docs to the board
Create a document from the board and it appears as a card you can place next to the step it belongs to, or attach documents to a step’s panel.
- 3
Work on it together
Leave comments and look back through version history.
- 4
Report on progress
Turn a board into a written progress report to share with a client, teammates or investors.
When to use it
- Writing a project brief or spec
- Keeping research next to the steps it informs
- Meeting notes that create new steps
- Sharing progress with people who don’t use the board
Common questions
- Are documents shared with my team?
- When you share a board, the documents linked to it are shared with the same people.
- Can I attach files as well?
- Yes. Add images, videos and files to the board or to a step, and attach files inside documents.
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