Create and manage pages and subpages for planning items

Versão de lançamento: Australia

Atualizado 16 de jun. de 2026

1 min. de leitura

Flexibly organize information for your planning items by creating, duplicating, and deleting pages and subpages in Strategic Planning.

Antes de Iniciar

Role required: sn_align_core.apw_user

Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select a portfolio plan.
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.
From the planning item's record page, select Docs.
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.
  2. Select a template from the Template Center and select Create page.
The new page is created and added to your Doc with the name Untitled, which you can rename.
To create a subpage, select the Page Actions menu () and select Create subpage.
To delete a page or a subpage, select the Page Actions menu () and select Delete.