Using Documents in Pronnel for Structured Collaboration

Step 1: Accessing the Document Board

1. Navigate to Your Workspace:

   After logging in, go to the workspace where you want to create or access a document.

2. Select or Create a Document Board:

   Click on “+ New Board” and choose “Document” as the board type. You can also open an existing document board from the sidebar.

   

Step 2: Adding Content and Headings

1. Right Sidebar Navigation:

   The sidebar shows a table of contents generated from your headings. Clicking on any heading will jump to that section.

   

Step 3: Using Slash (/) Commands

1. Triggering Options:

   Type / to bring up a quick action menu. You can insert items, widgets, or mention users directly.

   

2. Mentioning Users:

   Type @ to mention teammates.

   

Step 4: Adding Widgets

1. Insert Widgets:

   Add charts, workload widgets, timesheets, and data widgets directly using the slash command.

   

2. Add Points:

   Create bullet points, checklists, or bold sections to highlight key points.

   

Step 5: Working with Tables

1. Insert Tables:

   Use /table to insert tables. You can add rows and columns by right-clicking inside the table.

   

2. Customize Tables:

   Merge cells, change background colors, and adjust column widths easily.

Step 6: Formatting and Attachments

1. Text Formatting:

   Highlight text and apply bold, italic, underline, strikethrough, or even superscript.

   

2. Attach Files:

   Use the file attachment option to upload PDFs, images, or spreadsheets into your document.

   

Conclusion:

Documents in Pronnel are very important —they are collaborative hubs. Whether you’re planning a project, writing SOPs, or brainstorming with your team, the Document board provides the tools and structure you need to organize and present content beautifully. Use widgets, mentions, headings, tables, and formatting to build a workspace that works for you.