Workspace Layout

A workspace stores your pages and notes, and can be organised however you like. Workspaces are built from pages and tables which appear in the left hand Sidebar for easy navigation.
You can keep all your notes in one workspace, or create several workspaces for each of your different projects or teams.

Your Protolyst workspace can be designed around your preferred workflows to suit whatever you are working on. Here is a quick tour!

Sidebar #

The Sidebar is located on the left hand side of the workspace. Keep all your Top Level Pages and Tables here for quick access. New Pages added using the Plus Button will by default be added into the Sidebar. You can reorganise them using Drag and Drop in the Sidebar.

All your Pages and Tables can be rearranged using Drag and Drop. Pages and Tables can also be ‘nested’ and so the Pages and Tables kept in a sidebar can be used to organise your Pages like you do by using your Files and Folders.

You can reconfigure your workspace by moving the Pages and Tables in your Sidebar. You can group them together in a Top Level Page (which work like categories or folders) using drag-and-drop. Grouping can be done infinitely, so you can create Sub-pages inside your Pages.

Workspace Search #

At the top of the sidebar, beneath Workspace Navigation (to move between your workspaces, see below) there is a workspace search. From here you can search across your entire workspace to quickly find your desired information. Workspace Search searches through all the Pages in your workspace as well as your Atoms.

Account Settings #

The top right of the workspace has a series of settings for your account.

From here you can view notifications, return to the home page, navigate to our ‘Help’ pages and change your password or sign out under ‘Account‘.

Page Actions #

Underneath the settings in the top right are some further Page Actions for the Current Page you have open.

1. The Coloured Label pointing to the Left is Show/Hide Properties Bar

Open the Properties Bar on the rights hand side of your workspace. This will display all Atoms captured from or linked to the current Page or Table, as well as any other Properties

2. The 3 dots button gives you Page Options

From here you can Open a Page in Splitscreen View, Duplicate or Download your Page, Move the Location of your Page within your Workspace and Delete a Page as well as some other options depending on the Page Type.

Users #

The Users Table shows details about the Members added to your workspace. You can add further properties to this Table as you desire.

From Project Settings (at the bottom of the Left Hand Sidebar), members can be added and invited to join your workspace via email, using the Add People option at the top of Project Settings.

Project Settings #

Project Settings are in the bottom left of the workspace page at the bottom of the Sidebar.

From here, Users can be invited to join a workspace, Integrations can be accessed to import from other applications and the style and name of a workspace can be changed.

As Atoms are added into a workspace, it can be useful to get a summary of Atoms added. Here is where the frequency of those notifications can be changed to suit preferences.

Archive #

Your Archive will store anything deleted from your Workspace. From here you can deep-delete to remove from your workspace forever or restore.

Access your Archive at the bottom of the Sidebar.

Projects Dashboard #

Your Projects Dashboard appears on sign-in, and it displays all the different projects you have access to. To open up a workspace, click on it’s name in your list of Workspaces.

Create a New Workspace #

Depending on your subscription, you can add further Workspaces in your Projects Dashboard:

1. Click New Workspace.
2. Select a plan: Personal, Team, or Enterprise.
3. In Workspace Name, enter the name of your workspace.
4. Click Create Workspace

Navigate between Workspaces #

In your projects dashboard:

1. Locate the workspace you wish to enter in the list under Your Workspaces
2. Click the Name to launch the workspace

From within a Workspace:

1. In the top left of the workspace click on your workspace name
2. Use the drop down menu to select the project you want to navigate to