Create and manage pages and subpages for planning items

task brazil Updated Sep 10, 2026 1 min read create-pages-within-a-doc-in-spw.md
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Flexibly organize information for your planning items by creating, duplicating, and deleting pages and subpages in Strategic Planning Workspace.

Before you begin

Role required: sn_align_core.apw_user

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.

  2. From the list of portfolio plans, select one and then select Planning.

  3. From the Prioritization or Roadmap page, select a planning item that you would like to create a doc page for.

    If you have selected a planning item from the Roadmap page, select Full details from the Details tab of the item's side panel.

  4. From the planning item's record page, select Docs.

  5. To create a page, you can create a blank page or start with a predefined template.

    • For a blank page, select Create page.
    • To create from templates:
      1. Select Create Page from template.

        [Omitted image "eap-doc-create-from-template.png"] Alt text: Create Page from template

      2. Select a template from the Template Center and select Create page.

        [Omitted image "spw-doc-templates-list.png"] Alt text: Doc templates list.

    The new page is created and added to your Doc with the name Untitled, which you can rename.

  6. To create a subpage, select the Page Actions menu ([Omitted image "eap-doc-page-actions-icon.png"] Alt text: Page Actions icon.) and select Create subpage.

    [Omitted image "eap-doc-create-subpage.png"] Alt text: Create subpage for a Doc in Strategic Planning.

  7. To delete a page or a subpage, select the Page Actions menu ([Omitted image "eap-doc-page-actions-icon.png"] Alt text: Page Actions icon.) and select Delete.

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