Peak Docs · Guide · Document-to-Done
From document
to done.
A guide from statement to confirmed action: record decisions, name owners, turn open points into tasks. With a check plan you put together yourself.
Which statements in your document should become actions?
2 questions in the plan. First question: What was actually decided, and what was only discussed?
The path at a glance
Statement. Decision. Task.
What was actually decided, and what was only discussed?
Most tasks die inside paragraphs.
“We should …” sits in the notes and never happens. In Peak Docs you turn checklist items and comments into tasks, name owners with @ and record decisions in the decision block. The mentioned person sees the point in their inbox.
From reading to doing
Your check plan. For your document.
Work through it today.
2 questions selected
- What was actually decided, and what was only discussed?
Only decided points belong in the decision block.
- Does every open point have an owner?
Mention them with @ or assign the comment.
What makes an action
binding.
An action has an owner, a due date and stays connected to the sentence it came from.
What was actually decided, and what was only discussed?
Only decided points belong in the decision block.
Checklist → taskA checklist item becomes a task and stays linked to the document.
Comment → taskA comment can be assigned, resolved or turned into a task.
Decision blockWhat is decided stands visibly, apart from discussion.
The playbook
Three steps from statement to task.
Read, decide,
get it done.
Mark → Assign → Close
- 01
Mark first. Discuss after.
Read the document once with a single question: where is a sentence that asks for action? Make it a checklist item.
Example“We should rework the proposal.”
Task: rework proposal · @Jonas · Thursday. - 02
Who, what, by when.
An action is only fully phrased once it has a person and a due date. Anything else is an intention.
Sharpen an action
Tell the client about the new date, @Lea, by Monday.Inform client - 03
Nothing stays open in the text.
Turn the items into tasks. They stay linked to the sentence they came from, and the document shows their status.
Check before closingIs every item a task or deliberately dropped?
Resolve open comments, the rest as tasks.
Your quality check
Is your document done?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Editorial guide with a made-up example. Checklist → task, comment → task, assigning and resolving comments, @ mentions with inbox notifications and the decision block exist in Peak Docs today. Automatic outcome receipts that write completed work back into the document are planned.
- Editorial demo
Editorial example with made-up sample data. It describes features Peak Docs has today; everything else is marked as example, concept or planned.
Your next meeting notes become tasks.
Open a document in Peak Docs and turn your first checklist item into a task.
Frequently asked questions
How does a comment become a task?
Right from the comment. The task stays linked to the passage.
Who hears about new tasks?
Mentioned and assigned people get a notification in their Inbox.
Are there outcome receipts?
No, outcome receipts are planned and not available today.