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Coming soon

Workspace and sharing

Your workspace is the shared home for your team. Work lives in modules: Boards, Notes, Files, and Track. There are no spaces. Each module has its own folders, and folders are optional. You can put an item at the top level or inside a folder.

The new layout is rolling out. A workspace that has not switched yet may still show the older layout with spaces.

Switch workspace

To switch workspace: 1. Select the workspace name in the account area. 2. Select Switch workspace. 3. Choose a workspace.

Every item sits in one section. The section tells you who can see it.

  • Favourites: items you pinned. They appear at the top of the sidebar.
  • Private: only you can see them.
  • Shared: only the people, teams, or clients you picked can see them.
  • Workspace: everyone in the workspace can see them.

Select a section to see its items and folders.

Create a board, note, or folder

  1. Open the section where the item should live, for example Private.
  2. Select New board, New note, or New folder.

Folders

  1. Open a section and select New folder. Enter a name.
  2. Folders can hold items and other folders.
  3. An item inside a folder gets that folder’s access. This includes items you add later.

Share an item

  1. Open the item and select Share.
  2. Add a person, team, or client.
  3. Choose their access: Can view, Can comment, Can edit, or Full access.

A guest sees only items shared with them.

Move an item

  1. Open the item’s actions menu and choose Move to….
  2. Choose the new folder or section.
  3. Review the preview. It shows who will gain access and who will lose it.
  4. Confirm the move, or cancel if the preview is not what you expect.

Moving an item into a shared folder gives it that folder’s access. Moving it out can remove access that came from the folder.

Trash

  1. Open the item’s actions menu and choose Move to trash. Trashing a folder also trashes what is inside it.
  2. To bring it back, open Trash and select Restore.

In the cloud, trashed items stay for 30 days.

Who can see what

  • Private items are visible only to you.
  • Search and the sidebar show only items you can open.
  • Hide the sidebar with Hide sidebar to make more room. Use Show sidebar to bring it back.