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Core Functionality

Docs and Tasks in Micro work like your favorite document editors — Notion, Google Docs, and more. All Docs and Tasks are objects in Micro with properties, just like everything else in the platform. Create a document or task from Command K, by hitting “New” on the Docs or Tasks page, or from a profile page to automatically link it to that person or company.

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The Editor

The editor supports rich text editing with real-time collaboration. Type / to open the slash command menu for quick block insertion, or select text to see the formatting toolbar.

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Slash Commands

Type / anywhere in the editor to insert:
CommandWhat it does
Heading 1/2/3Section headings
Bullet ListUnordered list
Numbered ListOrdered list
Check ListCheckbox items (nestable)
TableInsert a resizable table
CalloutHighlighted block with customizable emoji icon
Code BlockSyntax-highlighted code with language picker
ImageUpload an image
YouTube VideoEmbed a YouTube video
EmojiOpen the emoji picker
DividerHorizontal rule

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Text Formatting

Select text to see the floating toolbar with:
  • Block type — Switch between Text, H1, H2, H3, Bullet, Number, Check List, Code Block, Callout
  • Inline styles — Bold, Italic, Underline, Strikethrough, Inline Code
  • Text color — 11 color options
  • Background highlight — 11 highlight colors
  • Links — Add with the toolbar or Cmd+K

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@Mentions

Type @ to mention and link to objects in your workspace:
  • People — Link to contacts
  • Companies — Link to organizations
  • Lists — Link to your lists
  • Events — Link to calendar events
  • Documents — Link to other docs
  • Tasks — Link to tasks
  • Emails — Link to email threads
Clicking a mention opens a hover card preview of that object.

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Tables

Insert a table from the / menu. Tables support:
  • Resizable columns
  • Add or remove rows and columns
  • Merge and split cells
  • Right-click context menu for table actions

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Code Blocks

Code blocks include full syntax highlighting with a searchable language picker, and automatically follow your app theme (light or dark).

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Images

Insert images via the /image command or drag and drop. Hover over an image to access alignment options (left, center, right, full width).

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Callouts

Callout blocks display a highlighted section with an emoji icon. Click the icon to change it to any emoji.

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Document Icon

Add an emoji icon to any document by hovering over the title area and clicking “Add Icon.”

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@Mentions in Context

When you @mention an object in a document, the AI assistant gets full context about that object. This makes documents powerful as context docs for your lists — the AI can reference everything mentioned in the doc.

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Properties & Organization

Every Doc and Task comes with standard properties:
  • Status — Current state (for tasks or docs)
  • Priority — High, Medium, Low
  • Due dates — For tasks
  • Assignees — Team member ownership
  • References — Linked people, companies, emails, events, and more
  • Created At / Updated At — Timestamps
You can add any number of custom properties to organize your docs and tasks.

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Views & Filtering

Docs and Tasks appear in lists with full flexibility to configure view type (kanban or list), filters, and sorts.

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Managing Documents in List View

Hover over a document row to rename it, or click the ... menu to duplicate or delete.
Use custom properties and filtering to create organized workflows that match your team’s processes.

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Live Collaboration

Documents support real-time collaboration — you’ll see other users’ cursors and names as they edit alongside you. Changes sync automatically and are also saved locally for offline resilience. Docs and tasks are private to you by default unless created in a shared list. Learn more in our collaboration and sharing guide.

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AI-Powered Task Generation

AI autofill works on tasks, allowing you to automatically generate suggested tasks from emails. Any task created from an email is automatically linked back to it. Learn more in our AI assistant guide.

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Document & Task Lists

Create specialized document and task based lists for projects, knowledge management, and more. Learn more in our lists guide.
Docs and Tasks are powerful tools for organization, collaboration, and productivity within Micro’s unified workspace. Paste in markdown from anywhere and it converts automatically to rich content.