> ## Documentation Index > Fetch the complete documentation index at: https://docs.coverpanda.co/llms.txt > Use this file to discover all available pages before exploring further. # Rooms > Create collaborative spaces to share documents, manage tasks, collect forms, and publish reports with invited members. \[Insert Screenshot of Rooms list] ## What is a room Rooms are collaborative spaces where your team and external partners work together. A room combines what used to be called “datarooms,” “projects,” and “workspaces” into a single place for: * Documents and files * Pages built with the Doc Editor * Tasks and checklists * Forms and submissions * Published reports and share links Rooms live inside an organization. You add members to a room and control what they can see or edit. ## Create a room \[Insert Screenshot of New Room] Go to your organization and open **Rooms**. Click **New room** and enter a name and optional description. Add teammates or external partners. Choose their role (view or edit). Tip: You can create a room from common workflows like due diligence, board updates, or vendor onboarding. ## Room structure Every room follows the same structure so teams always know where to go. * Overview: Key details, recent activity, and quick links * Documents: Files and pages (Doc Editor) organized in folders * Tasks: Kanban-style board to track work * Forms: Published forms and submissions scoped to the room * Reports: Branded, view-only pages you can send and track * People: Members, roles, and invitations \[Insert Screenshot of Room navigation] ## Documents and pages Documents include uploaded files and pages created with the Doc Editor. Use **Documents** to upload files or link an existing organization/unit folder. Click **New page** to open the Doc Editor for notes, updates, or templates. Drag to move files/pages. Use folders to keep things tidy. Permissions inherit from linked folders. See File management for details. ## Tasks Use the Tasks board to plan and execute work inside the room. Tasks support sections/stages, drag-and-drop, and quick adds. \[Insert Screenshot of Tasks board] Create columns for your workflow (e.g., To do, In progress, Done). Use the inline add field in a column. Drag tasks or stages to reprioritize. ## Forms Attach existing forms or create new ones for data collection (e.g., onboarding details, document requests). \[Insert Screenshot of Room Forms] * Publish a form to make it available * Members submit once or update if allowed * View recent submissions in a side drawer See Forms for building and publishing forms. ## Reports Share branded, view-only updates. Reports are pages built with the Doc Editor, emailed to contacts with engagement analytics. \[Insert Screenshot of Room Reports] * Draft in the editor; send to contacts or lists * Track delivered, clicked, and viewed * Sent reports become read-only for consistency See Reports to learn sending and analytics. Use Doc Editor for content basics. ## People and access Manage who can see and edit content in the room. Open **People** and click **Invite**. Choose **Viewer** or **Editor** depending on access needs. Revoke access from the People tab at any time. Linked folders inherit permissions from source locations. When in doubt, check the source folder’s sharing settings. ## Payments (coming soon) Collect payments inside a room for services or requests. Integrations will use Stripe Connect for payouts and item pricing. \[Insert Screenshot placeholder for Payments] ## Frequently asked questions Rooms merge those concepts into one place with unified navigation for documents, tasks, forms, and reports. Yes. Invite them to the room and assign viewer or editor roles. Yes. Link organization or unit folders to keep content in sync across rooms.