Organize and find your work

Worktable works best when structure follows the work instead of anticipating every possible category.

Start with a Space

Create one Space for a project, team, client, or durable area of responsibility. Do not create a Space for every task or meeting. Space Home already gives you a current overview, so you do not need to maintain index docs by hand.

Inside the Space, choose the smallest useful artifact:

• Doc for prose, plans, notes, research, and decisions.
• Record collection for items that change independently and benefit from fields, filtering, or validation.
• HTML doc for a visual or interactive view, often backed by records.
• Annotation for feedback attached to existing work.
• Space thread for a durable conversation whose context is the whole Space, rather than one passage in a doc.

Use a top-level Worktable thread when a conversation does not belong to any one Space.

Keep paths shallow

Clear names beat deep folder trees. A small amount of nesting can group a real body of work, but prefer paths such as research/interviews over elaborate taxonomies. Rename and reorganize when a pattern has proved useful.

Before creating something new, search the workspace and extend an existing doc or collection when it already owns the subject. This keeps decisions and history together instead of producing near-duplicates.

Find work again

Use workspace search to find content across Spaces, then narrow from a Space when you know the context. Space Home surfaces current contents and needs-attention signals. Top-level Threads brings Worktable and Space conversations into one list; the location filter narrows it further.

Archive completed or one-off artifacts when they no longer belong in the active view. Archive is recoverable. Reserve permanent deletion for content you know you no longer need.

For the underlying artifact choices, see Worktable’s content model.