Collaborate using Docs in EAP

  • Release version: Xanadu
  • Updated July 31, 2025
  • 2 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 Collaborate using Docs in EAP

    Docs in the Enterprise Agile Planning (EAP) workspace allows Agile teams to store and manage documentation for planning items such as Epics, Capabilities, and Features in a centralized location. Each team or planning item can have dedicated Docs to capture relevant information, supporting effective organization and collaboration.

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    Key Features

    • Auto-save content: Ensures your work is continuously saved.
    • Live user presence: View who is actively working on a Doc.
    • Pre-defined templates: Create documents using templates like Iteration Retrospective and Meeting Notes, or customize them to fit your needs.
    • Rich text formatting: Utilize various formatting options, including headings and lists.
    • Block-level editing: Easily move text blocks to reorganize content.
    • Inline tagging: Tag team members and insert tables using the / command.
    • Reference integration: Connect work across teams by referencing other ServiceNow AI Platform tables.
    • Image insertion: Upload images or link to web URLs, noting potential issues with Google Images.
    • Now Assist capabilities: Summarize, elaborate, or shorten content using AI-generated outputs, with the need for activation of the summarization skill.
    • Real-time collaboration: Edit documents concurrently with multiple users, with colored cursors indicating editor locations.

    Key Outcomes

    By utilizing Docs in EAP, teams can enhance documentation management, streamline collaboration, and maintain organized records of Agile planning items. This results in improved efficiency and clearer communication within Agile teams, ultimately supporting better project outcomes.

    Store and manage all kinds of documentation for Agile teams and their planning items (Epics, Capabilities, and Features) from a centralized location of Enterprise Agile Planning workspace.

    Docs overview

    Product managers, team leads, and team members associated with EAP teams can store and manage information at the Agile Structure level and work level (Epic, Capabilities, and Features).
    • Each planning item or team in EAP can have a separate doc to capture the information related to it.

      For example, for an Epic, you create Docs for high-level business objectives or technical product requirements. Similarly at the team level, you can use Docs to capture the information related to team details, Scrum calls, iteration summaries, and so on.

    • Each planning item or Agile Structure level can have multiple Docs associated with it and each Doc can have multiple pages to help you effectively organize key artifacts. Also, the Agile Structure can organize these pages into multiple documents.
    • Predefined templates such as Iteration Retrospective, Marketing Plan, Meeting notes are available. Create pages for your Doc using one of these templates or start with an empty page. You can also create or modify the templates according to your requirements.

    Features of Docs

    The following are the key features of Docs:
    • Auto-save content.
    • See who is viewing or working on a Doc using the feature of live user presence.
    • Create documents using pre-defined templates. You can edit the templates to suit your team's requirements.
    • 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:
    • Summarizing Docs content in EAP requires activating the EAP doc summarization Now Assist skill. For more information, see Configure Now Assist for Strategic Portfolio Management (SPM).
    • If there’s more content to summarize, you can remove some content and retry.
    • Because the output is AI-generated, review it to ensure accuracy.

    Real-time collaboration within EAP 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.Real-time collaboration in EAP Docs.

    Note:
    Application performance may degrade with a large number of concurrent editors.