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Insert with / and link with @

Type / in a document to insert headings, lists, tables, quotes, code, dividers, widgets and Office files. Type @ to link to a desk, widget, file or person.

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Two keys save you trips to the toolbar while you write. Type / to insert a heading, list, table or other block where you are. Type @ to link to something elsewhere in your workspace, such as a desk, a widget, another document or a person.

Before you start

  • Plans. The / and @ menus are on every plan.
  • Where they work. In PlexiiDocs documents, whether you open them in Office or in a Document widget on a desk.

Insert with /

  1. Type /. A menu opens at the cursor.
  2. Keep typing to narrow it, for example /tab for Table.
  3. Press ↑ and ↓ to move, then Enter, or click an item.

The / and what you typed after it are replaced by your choice. Press Esc to close the menu without inserting anything.

Item What it inserts
Heading 1, Heading 2, Heading 3 Turns the line into a large, medium or small section heading.
Bullet list A bulleted list.
Numbered list A numbered list.
Checklist A list of tasks with boxes to tick.
Table A table of three rows and three columns, with a header row.
Quote A block quotation.
Code block A block for code, coloured by its syntax.
Divider A horizontal line.
Insert widget from a desk Opens a list of your desks' widgets to embed one in the page.
Insert office file Opens a list of your Office files to add a card that opens one.

If nothing matches what you typed, the menu says No matching command.

For the last two, see Embed desk widgets and other files in a document.

  1. Type @ at the start of a word. A list of suggestions appears below the cursor.
  2. Keep typing part of a name to narrow the list. It shows up to eight matches, closest first.
  3. Press ↑ and ↓ to move, then Enter or Tab, or click a suggestion.

The name goes into the document as a link, followed by a space so you can carry on typing. Press Esc to close the list and keep the text as you typed it.

Kind In the list Clicking the link
Desk Marked Desk Opens the desk.
Room Marked Room Opens the room.
Widget Marked with its kind, such as Table Opens the desk it is on.
Document Marked with its kind Opens the Documents page.
Person Their email address Nothing. The link names the person.

Archived desks and rooms are not offered.

A mention is an ordinary link in the document: it is saved with the document and kept when you export it. To remove one, select it and delete it like any other text.

Common questions

The / menu did not open. Type / after a space or at the start of a line. A / in the middle of a word, as in "and/or", is just a slash.

The @ list is empty. Nothing matches what you typed. Check the spelling, or type fewer letters.

Can I mention someone in a comment? Yes. In a comment or reply, type @ to choose from the people taking part in the document's comments. See Comment on a document.

Still need help? Contact support at [email protected].