Bring your board content into the more structured format of a Doc. Using objects on the canvas as your input, you can create summaries, research reports, and product briefs to kickstart assembling and analyzing your insights.
Available for: All Miro plans
Available on: Desktop, mobile, interactive displays
How to access Docs
To add a new Doc, click on the plus icon, and search for Docs, then click anywhere on the canvas to add it. Docs are also included in some board templates.
Adding a new document from the Docs icon
You can also add a Doc with Miro AI.
Adding a document with Miro AI
To add a Doc from the context menu:
- Create a Doc by selecting multiple objects on the board (like Stickies).
- Select Document from the Miro AI icon in the context menu to open the submenu.
- Pick a template or use a Custom Prompt.
- The Doc is created and placed on the board.
Adding a Doc via the context menu
To add a Doc with Miro AI:
- Open the Create with AI panel.
- Select the Document content type.
- Use one of the predefined prompts or write your own.
- Select objects (such as Sticky notes) on the board to add context, if needed.
- Click Generate document.
- Your generated document will appear in a blank area on the canvas.
Miro Docs templates
There are currently four templates available when you begin a new Doc: Product Brief, Retrospective Summary, Meeting Notes, and Research Synthesis.
When you create a new doc and select a template, the template is added to the doc.
An example of the retrospective summary template
Context menu in Docs
When working on Docs, you can find additional functions through the context menu, accessed by clicking on the three dots (...) icon. The context menu includes:
- Add comment
- Copy link
- Copy and sync
- Link to
- Info
- Lock
- Bring to front
- Bring forward
- Send backward
- Send to back
- Move to layer
- Copy
- Copy as image
- Duplicate
- Export to CSV (Excel)
- Create frame
- Save as template
- Delete
The context menu in Docs
Working on Docs in full screen mode
Docs can be opened in full screen mode when you want to focus solely on the Doc you're working on and not other content on the board. To access this mode, click on the full screen icon above the Doc you're working on.
The Docs full screen icon
Full screen mode still includes the context menus for formatting text. It removes the board background, removing potential distractions.
To exit full screen mode, click the Ideate on canvas button at the top of the screen.
Copying content to Docs
You can drag and drop the following content from your board to a Doc:
- Sticky note
- Text box
- Image
- iFrame
- Preview
- Table
- Timeline
Drag and drop data widgets into a Miro Doc.
✏️ Docs converts Sticky notes and text boxes into a bulleted list.
For widgets with immersive mode, like a Table, you can still access immersive mode when the widget is inside a Doc. Dimensions scale to fit and scroll inside the Doc.
You can also drag the content outside the Doc to place it back on your board.
✏️ Docs have a limit of 80,000 characters. You can create more than one Doc on a single board and divide content between them if the character limit needs to be exceeded.
Formatting in Docs
Docs offers basic text formatting options for making your text easier to read, scan, and understand.
To open the formatting toolbar, simply select the text you want to format within your document:
Formatting toolbar in Docs
You can format text with bold, underline, italic, or strikethrough styles by clicking on the Text styles icon:
The Docs Text style icon menu
You can select from a variety of heading and list types to add structure to your doc:
Headings and list type submenu in Docs
Using keyboard shortcuts in Docs
Keyboard shortcuts can be used to apply heading and list types to text (these shortcuts can be viewed in the paragraph types submenu):
Turn into: Using cmd + opt + {number}
- 0 -> Paragraph
- 1 -> Heading 1
- 2 -> Heading 2
- 3 -> Heading 3
- 4 -> Bulleted list
- 5 -> Numbered list
- 6 -> Checklist
- shift + up/down -> expand your selection
- cmd + opt + up/down -> move your selection up and down
Here are other features in Docs that can be accessed via hotkeys:
⌘ + enter | Focus text selection menu |
⌘ + shift + X | Toggle strikethrough |
⌘ + shift + U | Add link |
⌘ + E | Toggle inline code |
⌘ + , | Check/Uncheck checklist item |
⌘ + / | Open block context menu |
⌘ + D | Duplicate selected blocks |
⌘ + I | Copy link to a block |
You can access the full list of keyboard shortcuts from within the Miro app by clicking on the Help and resources icon in the bottom right corner of the screen:
Keyboard shortcuts through the Help and resources icon
Using Miro AI in Docs
Using Miro AI to edit your Docs is a great way to speed up the editing process and create more concise, easy-to-read documents.
You can use Miro AI to modify highlighted text in a Doc.
Prompt Miro AI to modify highlighted text in a Miro Doc.
To use inline text to prompt Miro AI, highlight text in your Miro Doc. From the context menu, on the far right select Improve with Miro AI. From the drop-down menu, select Custom prompt or any of the available prompts.
Collaboration in Miro Docs
Miro Docs allows for real-time collaboration with other users. As with other content on the canvas, cursor tracking is enabled, allowing you to see where in the Doc other users are working.
Inline comments are also possible, with the ability to @mention other users (which notifies them both in the app and via email). Both comment threads and comment reactions are also enabled.
User chips in Miro Docs
User chips enable you to provide details about users inside a Doc. For example, add @user chips for key team members or stakeholders.
To add a user chip, in a Miro Doc type '@'. Continue to type the username to filter results, or select a user from the drop-down menu that opens.
Add user chips anywhere in a Miro doc.
Hover over an @user chip to see information about the user.
User chips include information about the user.
User chips behave separately from mentions in a comment, for example user chips do not send notifications to a given user.
Copying, sharing, and exporting Docs
Docs can be copied between boards, but they are not synced for future changes. In other words, any edits made to the Doc on one board will not be made on any additional boards the Doc was copied to or from.
Docs can be shared via link with other users.
Docs can be exported to PDF format from the More icon () in the Context menu.