How do I create and manage board documents?

3 min read

Draft collaborative notes, sprint agreements, and summaries directly within the board Documents tab.

Problem This Solves

Draft collaborative notes, sprint agreements, and summaries directly within the board Documents tab.

Ensure Members can create documents is enabled in Board Settings > Features.

Check Feature Settings: A facilitator verifies in Settings > Features that Members can create documents (Allow all members to create and edit retrospective documents) is toggled ON, and reviews the Max documents per member quota.
Navigate to Documents Tab: Click the Documents tab located between Polls and Trends in the board navigation.
Create a New Document: Click to add a document, give it a clear title (e.g., Sprint 47 Working Agreements), and write your notes or summary.
Collaborate on Notes: Multiple team members can contribute to the documentation to preserve lessons learned.
Export or Sync: Pro accounts can export documents to external tools like Google Docs or Notion via the integrations hub.

Agreements, ceremony notes, and sprint summaries are centralized right inside the board workspace, eliminating fragmented external meeting docs.

If a user receives an error when trying to add a new document, verify whether they have reached the Max documents per member cap configured in Board Settings > Features.