Docs for planning items in Strategic Planning

  • Release version: Yokohama
  • Updated June 16, 2026
  • 3 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Docs for planning items in Strategic Planning

    ServiceNow’s Docs feature within the Strategic Planning Workspace allows product and portfolio managers to centrally store and manage documentation for planning items. Each planning item can have one or multiple doc pages to capture detailed information such as business objectives or technical requirements. Predefined templates like Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes help quickly create structured documents or users can start from a blank page.

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    Key Features

    • Auto-save and Live Collaboration: Docs auto-save content and support real-time collaboration with live user presence indicators, allowing multiple editors to work concurrently with visual cues on their location in the document.
    • Rich Content Editing: Use rich text formatting, block-level editing to rearrange text, inline tagging of team members, table insertion, and image embedding via uploads or URLs.
    • Dynamic Data Linking: Reference any ServiceNow record directly in Docs to keep documentation automatically updated without manual edits. Hover popovers provide quick access to record details, and references can point to entire records or specific fields, ensuring a single source of truth and reducing context switching.
    • Now Assist for SPM Integration: Apply AI-powered summarization, elaboration, or shortening of document content using Now Assist. This requires an SPM Pro + license and helps streamline content refinement within Docs.

    Practical Benefits for ServiceNow Customers

    • Centralizes all planning documentation for better organization and accessibility within Strategic Planning Workspace.
    • Enhances collaboration by allowing multiple stakeholders to edit and review documents simultaneously with clear visibility of contributions.
    • Maintains accuracy and currency of planning materials by linking live ServiceNow records, minimizing manual updates and errors.
    • Improves productivity and document quality through AI-assisted content management with Now Assist.

    Store and manage all kinds of documentation for planning items from a centralized location of Strategic Planning Workspace.

    Docs overview

    Product and portfolio managers can store information for planning items using the Docs feature.
    • Each planning item can have a separate doc page to capture the information related to it.

      For example, for an Epic planning item, you create a doc page for high level business objectives or technical product requirements.

    • Each planning item can have multiple doc pages associated to it to help you effectively organize key artifacts.
    • Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting notes are available. Create doc pages for your planning items using one of these templates or start with a blank page.

    Features of Docs

    The following are the key features of Docs:
    • Auto-save content.
    • See who is viewing or working on a doc page using the feature of live user presence.
    • Create documents using pre-defined templates.
    • Use rich text paragraph formatting, which includes headings, lists, alignment, and others.
    • Move text blocks to change their placement using block-level editing.
    • Tag team members inline or insert tables using the / command.
    • Add reference to other ServiceNow AI Platform tables to connect work across teams.
    • Insert images by uploading files or using web URLs.
      Note:
      The experience of inserting Google Images links might not work.

    Summarize Docs content using Now Assist for SPM

    Use Now Assist capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document.
    • Summarize, elaborate, or shorten selected text.

      Summarize, elaborate, or shorten the selected text

    • Summarize the entire content on the page.

      Summarize the entire content on the page

    Note:
    • Now Assist for Docs requires an SPM Pro + license. For more information, see Configure Now Assist for Strategic Portfolio Management (SPM).
    • If there is more content to summarize, you can remove some content and retry.
    • Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate.

    Real-time collaboration within planning item Docs

    With the feature of real-time collaboration, edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators based on your preference while working on or reviewing the content of the page.
    Docs real-time collaboration.
    Note:
    Huge number of users editing the same block of content simultaneously might result in issues with application performance.

    Dynamic data linking in Docs

    Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records.

    For example, if you add a reference to a Project record, the reference shows the latest field information of the project in Docs without requiring manual edits. Selecting the project reference opens up the project form so that you can view the full details of the project and make any necessary changes.

    A hover popover displays the details of the mentioned record, providing quick access to additional information without leaving the current context.

    Dynamic linking a project record in SPW Docs.

    Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of a Project record.

    Dynamic linking the Assigned to field of a project record in SPW Docs.

    You can add references from any ServiceNow table you have access to, with no setup or configuration needed.

    This feature reduces the need to switch between multiple ServiceNow applications within your instance and helps maintain a single, reliable source of truth for collaborative work, making it easier for teams to stay aligned and informed.