Help centerCollaboration

Notebook: your team's wiki

Write pages for specs, meeting notes and how-tos, nest them, embed live task lists and turn any line into a task.

The Notebook (in the sidebar) holds your workspace's pages. Everyone in the workspace can read and edit every page.

Create and organize pages

  • Click + next to Notebook for a new top-level page, or + on a page in the list for a sub-page.
  • Drag a page in the list to move it: drop it on the top or bottom edge of another page to put it before or after, or in the middle to put it inside.
  • Or use a page's ⋯ menu: Move up, Move down, Move into page above and Move out one level.
  • Double-click a page in the list (or use ⋯ → Rename) to rename it. Click its icon to pick an emoji.
  • Type in Search pages to filter the list by title.

The Notebook's home shows the pages edited most recently, with who edited them.

Write

Pages save automatically a moment after you stop typing. The top right shows Saving… and then Saved; below the title you see who edited the page last and when.

  • Headings, bold, italic, underline, strikethrough, links and inline code from the toolbar.
  • Bulleted, numbered and checklist items, quotes, code blocks and dividers.
  • Type @ to mention someone in the workspace.
  • Ask AI (when available) writes, rewrites or summarises the page.

Embed live tasks

Use Insert in the toolbar:

  • Task list shows a project's tasks (or your My Work). Choose Open tasks only, Assigned to me or a single Stage. The list stays up to date, and you can tick tasks done right on the page.
  • Single task shows one task's title, stage, owner and due date.

Click any embedded task to open it. Each person only sees tasks they have access to: a task in a private project you're not in shows as unavailable.

Turn a line into a task

  1. 1Select some text (or just put the cursor on a line).
  2. 2Click Create task, in the menu above the selection or in the toolbar.
  3. 3Check the name, choose a project or My Work, and click Create task.

The text becomes a live link to the new task, and the task's description links back to the page.

Archive and delete

Archive a page from its ⋯ menu or the button at the top of the page. Its sub-pages go with it. Archived pages are listed under Archive at the bottom of the page list, where you can restore them or delete them permanently.

Deleting a page from the archive removes it, its sub-pages and their diagrams for good. Tasks created from the page are kept.

Still stuck? Tell us what you were trying to do and we'll help.

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