Peak Docs · Connected business objects
Customers, projects, tasks
in your document.
Connected business objects in Peak Docs: customers, projects and tasks as real references in the text, with backlinks. A lesson on a sample document.
Where do you want to make progress?
Type @ where the customer is mentioned.
Reference,
don't copy.
A name in the text is not yet a connection.
In Peak Docs you reference customers, projects and tasks with @. The reference points to the same object as everywhere else in Peak, and the object points back to the document. Further business objects are connected in part.
Have these ready.
- A document, such as a project report
- The customer and the project it is about
- An open task from the project
The learning path
One document. Three connections.
Reference the customer
Turn the customer name in the text into a real reference.
- Type @ where the customer is mentioned.
- Pick the customer from the list.
- Check that the name now shows as a reference.
The customer appears as a reference in the document.
If you get stuck
When an object is missing.
The object does not appear in the list.
References show only objects you may see in the workspace. Check your role or create the object first.
I want to reference another business object.
Customers, projects and tasks are connected. Further objects are available in part; for now you name what is missing as text.
Is the object's data copied into the document?
No. The reference points to the object instead of copying its data.
Your quality check
What your document connects now.
Tick what you have checked. Your selection stays in this view only.
0 of 3 points checked
What this article is based on.
A lesson with a made-up sample document. References to customers, projects and tasks with backlinks exist in Peak Docs; further business objects are connected in part. Progress stays in this view only.
- Editorial demo
Editorial example with made-up sample data. Co-editing, library and search, comments, versions, references to customers, projects and tasks, health signals and link sharing exist in Peak Docs today; everything else is marked as preview, concept or planned.
Every document connected to its context.
Create your document in Peak Docs and reference customer, project and task with @.
Frequently asked questions
Which objects can I reference?
Customers, projects and tasks. Further business objects are connected in part.
Is data copied into the document?
No. The reference points to the object instead of copying its data.
Can a task come out of the document?
Yes. A checklist item or a comment becomes a task that stays connected to the document.