Context that livesnext to the work.

Rich documents nest inside the boards they belong to. Link a doc to its tasks and track completion right where the work happens.

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One workspace, docs and tasks together

Open a board and the docs are right there in the sidebar. No second tool, no hunting across tabs to find the plan behind the task.

Product Roadmap Launch plan
Launch plan
Goals
Tasks
Ship onboarding
Write release notes

A doc and its tasks, in sync

Tasks referenced in a document stay linked to their board. Check one off in the doc and it updates where the team works.

In the documentToggle a task to see it update
Q3 Launch Plan
1 of 2 linked tasks complete · Updated 2h ago
Goals and success criteria
  • Ship redesigned onboarding by Aug 15
  • Reduce time-to-first-task to under 3 min
On the boardThe same tasks, owned by the team
In progress
From: Q3 Launch PlanDesign new empty state
Done
From: Q3 Launch PlanWrite copy for tooltips

Every linked task carries its source doc, so context travels with the work.

Create tasks without leaving the doc

Turn a line of the plan into a task in place. Set the owner and due date, and it appears on the board it belongs to.

  • Spin up a task from any line, no context switch
  • Assign an owner and a due date inline
  • New tasks land on their board, linked back to the doc
  • Navigate from a task straight to the doc that explains it
Start writing
Q3 Launch Plan
1 of 2 linked tasks complete · Updated 2h ago
Goals and success criteria
  • Ship redesigned onboarding by Aug 15
  • Reduce time-to-first-task to under 3 min

Keep exploring

BoardsKanban, table, calendar, and planner over the same tasks. Learn more MeetingsLink meetings to boards and capture every follow-up. Learn more Lilly AIFollow-ups from your meetings, suggested for you to accept. Learn more

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