Saved workspaces

Saved Workspaces, let you group related tasks and notes using tags and people mentions.

A workspace is not a folder and it does not move your items.
It is a saved view that filters your board based on rules you define.

This allows you to:

• switch context quickly
• reduce cognitive load
• keep one source of truth for your work
• avoid duplicating or restructuring items

What is a workspace?

A workspace is a saved combination of:

• one or more #tags
• optional @person mentions

When you open a workspace, the board shows only items that match those filters.

Your data stays exactly where it is.
Only the view changes.

Creating a workspace

You can create a workspace from anywhere you can filter the board.

Steps

1. Apply one or more tag or person filters
2. Choose Save workspace
3. Give the workspace a name
4. Optionally choose a color
5. Save

The workspace is now available in your workspace list and notebook grid.

Editing a workspace

You can update a workspace at any time.

You can change:

• the name
• the color
• the included tags
• the included people mentions

Edits take effect immediately and do not affect your underlying tasks or notes.

Deleting a workspace

Deleting a workspace:

• removes the saved view
• does not delete any tasks or notes
• does not remove tags from items

You can safely delete workspaces without losing information.

Using workspaces

When you open a workspace:

• the board updates to show only matching items
• filters are applied automatically
• navigation stays intact

You can still:

• open item details
• edit content
• add or remove tags
• review active work

Workspaces help you stay in one context while still working normally.

Workspace examples

Common workspace patterns:

• #strategy
• @alex + #review
• #deepwork

There is no limit to how simple or specific a workspace can be.

Best practices

• Create workspaces for contexts, not projects
• Use fewer workspaces and reuse them often
• Let tags describe reality, not intent
• Avoid creating workspaces for one-off items

Workspaces work best when they reflect how you think, not how you plan.

You’re ready to go. Capture first. Organize later. Stay focused.