Documents in Reports.re let's you create, edit, and collaborate on rich documents in real time — with support for embedded media, structured content, and seamless sharing.
Create a Document
To create a document:
- While within a card, go to a task.
- Open the Files section.
- Within the file manager, right-click, and select "Create Document".
Add Content
Inside the document you can:
- Add a title and describe what the document is about.
- Add visuals such as images or videos.
Edit and Format Text
When selecting text, an action panel will appear where you can:
- Apply Bold, Italic, and Strikethrough
- Create lists
- Add hyperlinks
Save the Document
Once done:
- Click "Save" to store your document.
Access and Update the Document
- The document is saved in the Task File Manager.
- You can open it anytime.
- Make changes whenever needed.
Conclusion
Documents help you keep all your written content in one place. You can create, edit, and update them anytime, making your workflow more organized and efficient.