PrimeFlow Documentation Node
Place a rich documentation block on a PrimeFlow canvas for guides, specs, readmes, and planning briefs.
The Documentation node is PrimeFlow's rich documentation block. Use it when a canvas needs more than a sticky note - a design spec, a readme, a project brief, a meeting agenda, onboarding notes, or any piece of longer-form writing that belongs on the canvas alongside the tasks, projects, or maps it describes.
It uses a full editor that opens in a sliding panel, renders formatted content inline on the canvas, and supports media embeds.
What you can do
Write long-form documentation
on the canvas with full markdown.
Open a focused editor
in a sliding panel when you want room to write.
Format with headings, lists, task lists, code blocks, blockquotes, and horizontal rules
.
Embed YouTube videos, X posts, images, and links
inline.
Import and export markdown
to move content in and out.
Copy the node content
when you want to reuse a prompt, snippet, or note elsewhere.
Expand the card
to read the content without leaving the canvas.
Connect the documentation node
to the tasks, projects, or records it describes.
How to add a Documentation node
From the Node Library
Step 1
Open PrimeFlow and open or create a canvas.
Step 2
Open Show Library.
Step 3
Drag Documentation onto the canvas.
From the canvas right-click menu
Step 1
Right-click the canvas where the node should be placed.
Step 2
Choose Documentation.
For the full node-adding guide, see Adding Nodes in PrimeFlow.
Two ways to see it
A Documentation node shows at two levels:
- Compact - a card with the title, a short content preview, a word count, a marker when the document has media (images or YouTube), and the last updated time. Use this for a canvas at a glance.
- Expanded - the full formatted content rendered inline on the canvas. Use this when you want to read the document without opening the editor.
Toggle between compact and expanded from the node.
The documentation editor
Open the editor from the node to write or edit. The editor opens in a sliding panel so you have room to focus without losing the rest of the canvas.
The editor supports full markdown, including:
- Headings (three levels)
- Bold and italic text
- Bullet lists and numbered lists
- Task lists with inline toggles
- Code blocks with syntax highlighting
- Blockquotes
- Horizontal rules
- Links and images
Paste a supported URL on its own line to embed it - PrimeTask auto-detects YouTube links, X posts, and image URLs and turns them into embeds as you paste.
You can also import and export markdown, so the content can travel in and out of PrimeTask.
Use the documentation node as a canvas readme
Anchor a complex canvas with a documentation node at the top that explains what the map is, who it's for, and what decisions have been made.
Media embeds
A Documentation node can include YouTube videos, X posts, images, and web links.
- YouTube - paste the link while editing to embed the video. When viewing the node, send the video to PrimeTask's universal Picture-in-Picture player so it keeps playing as you work. See Media Player.
- X posts - paste an X post link while editing to embed the post in the document.
- Images - paste or insert images inline.
- Links - regular markdown links open in your browser.
Connections
A Documentation node can be connected to other canvas nodes when the content describes something specific - a task the doc explains, a project it briefs, a record it references, or a group of nodes the doc anchors.
For connection behavior, see PrimeFlow Connections and Edges.
Color theme support
Documentation nodes follow the canvas color theme and any per-node appearance override. Appearance is canvas-only and does not affect anything outside PrimeFlow.
Things worth knowing
Content lives on the canvas it was placed on
A Documentation node's content is stored with the canvas. Removing the node from the canvas removes its content from that canvas. It does not push content anywhere else in PrimeTask.
Save changes when you finish editing
Press Save in the editor to commit your changes. Use this before closing the panel when you want to keep the latest version.
Compact vs expanded is a reading choice
Switching between compact and expanded changes what you see on the canvas. The underlying content is the same.
Markdown import and export
Pull an existing markdown file into the editor, or export the current content as markdown to take it out of PrimeTask.
Copy content from the canvas
Use the node's copy action when you want to reuse the document content elsewhere. This is useful for prompts, code snippets, checklists, and reusable notes.
Common questions
"How is a Documentation node different from a Sticky Note?"
A Sticky Note is a lightweight annotation with basic rich content. A Documentation node is a full markdown editor with headings, code blocks, media embeds, and a focused editor panel - built for longer-form writing and canvas readmes. See PrimeFlow Notes and Stickers Nodes.
"Can I embed media in a documentation node?"
Yes. Paste a YouTube link, X post link, or image URL while editing. YouTube videos can also be sent to PrimeTask's universal Picture-in-Picture player. See Media Player.
"Can I import an existing markdown file?"
Yes. The editor supports importing and exporting markdown.
"Can I connect a Documentation node to a task or project?"
Yes. Draw a connection from the Documentation node to the task, project, CRM record, or group of nodes it describes.
"Does removing a Documentation node from the canvas delete its content?"
Yes - because the content lives on the canvas. Export to markdown first if you want to keep it outside PrimeTask.
Where to go next
| If you want to… | Read this |
|---|---|
| Use lightweight canvas annotations | PrimeFlow Notes and Stickers Nodes |
| Connect documentation to work | PrimeFlow Task Nodes |
| Play YouTube embeds in the floating player | Media Player |
| Work with project notes (different from canvas docs) | PrimeFlow Project Note Nodes |