Spaces
A Space groups related work, such as a project, a client, or an ongoing area. Start with one and add structure as the work grows.
Create and organize
Section titled “Create and organize”Create a Space from the sidebar. Its + menu creates documents, drawings, and folders. Keep names descriptive and paths shallow.
- Drag documents and folders to reorder them.
- Rename changes a doc’s title and file name, or an HTML doc’s path, such as
research/interviews. Links and bookmarks keep working. - Folder actions apply to everything inside, so check the contents before archiving or deleting a folder.
Search before creating a second document on the same subject, so its history stays in one place.
Pinned docs
Section titled “Pinned docs”Click a Space name to open Space Home: pinned docs, recent docs, temporary docs with their archive dates, and the Space’s activity.
Choose Pin from a document’s menu for entry points such as the project brief or current plan. Pinned docs also appear at the top of the Space in the sidebar.
Document lifetimes
Section titled “Document lifetimes”- Durable documents stay active until someone archives them.
- Temporary documents sit apart from the main sidebar tree and archive seven days after their last edit, rename, or comment. You can pick another date.
New documents start temporary. Clear Start as Temporary in the Space’s + menu to change that. Tell agents whether to keep what they create.
On a temporary document, open the Archives chip under its title to Keep it, change the date, or Archive now. A durable document’s menu offers Make Temporary.
Archiving hides a document without deleting it. Restoring makes it durable. Archived documents are never deleted automatically.
Find content
Section titled “Find content”- Search covers documents and records across Spaces, and can include archived results. Drawings match on typed text only.
- Home shows what is pending for you, recent durable docs, and temporary docs that archive soonest. Space Home does the same for one Space.
- Activity lists what people and agents did, newest first. Filter by Space, by you, or by agent.
- Threads lists conversations across Worktable; each Space has its own.
Under a doc’s title, a line shows who edited it last. Open it for recent activity and Version History. The count beside it shows how many docs, records, and HTML Docs link here; open it to see them.
For the different content formats, see the overview.