Creating Content

Using the page editor, file uploads, and the block editor

How to create and edit pages with the block editor, plus page visibility and editing permissions

How to upload and share Room files, understand supported AI analysis formats and statuses, retry analysis, and manage permissions

All the block types available in the editor and how to use them

How to create, assign, and manage the status of tasks, and visualize deal progress with a Gantt chart

How to create comment threads on a page and discuss them with your team

How to organize content logically using parent-child page relationships

A list of keyboard shortcuts to speed up editing and navigation

How to manage shared assets in one place and reuse files and templates across Rooms

How to visualize the relationships between the decision-makers and key people involved in a deal