Create a Doc in CWM

task brazil Updated Sep 10, 2026 1 min read create-a-doc-in-cwm.md
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Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

Before you begin

Create a Space in CWM.

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. Open a Space that you want to create a document in.

  3. From the Spaces menu, open a Space that you want to add a Board to.

    [Omitted image "cwm-spaces-navigation.png"] Alt text: Spaces menu in CWM.

  4. From the More options menu of the Space ([Omitted image "cwm-icon-column-actions.png"] Alt text: More options icon.), select New Doc

    s[Omitted image "cwm-spaces-menu.png"] Alt text: Spaces more options menu.

  5. In the Doc name field, enter the name for the document.

    For example, Meeting notes.

  6. Select Create.

Result

A new Doc is created for the current Space, and an untitled page is opened for you to start drafting your content.

What to do next

Use the rich-text formatting options of the Doc to draft information relevant for your team or type / to explore other options.

Parent Topic:Collaborative documentation using CWM

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