Skip to content
Protolyst
  • Blog
  • Docs
  • Pricing
  • Login
  • GET STARTED

Protolyst Portals

  • Portals
  • Portal Set Up
  • Adding Content to Portals

Protolyst for Research

  • How to Read a Research Paper
  • How to Build an Academic Reading System
  • Academic Reading on Protolyst – Quick Start Guide
  • Citations & Referencing

Protolyst for Organisation

  • Organising your To Dos on Protolyst
  • How to Manage Hiring & Recruitment on Protolyst
  • How to Write a Well Evidenced Essay, Fast
  • How to Write a Blog Post on Protolyst Using Your Atomic Knowledge Base

Protolyst for Notetaking

  • Technical Notetaking – Easily Add & Use Equations in your Notes
  • Note Taking on Protolyst
  • Cornell Notes for Notetaking on Protolyst
  • Simple First Zettelkasten on Protolyst

2. Connecting your Workspace

  • Viewing and Organising Atoms in Tables
  • Using Templates in Tables
  • How To Use Linked Tables
  • Create Pages From Atoms
  • Atom Inheritance in your Workspace
  • Moving your Files and using Folders on Protolyst
  • Using Tags on Protolyst
  • Connecting Atoms across your Workspace
  • Writing with your Atoms
  • How to Use Sub-Pages
  • Citations & Referencing
  • How to Use Linked Pages

1. New to Protolyst

  • 🚩Start Here
  • Create your First Page
  • Capturing Atoms
  • Deleting and Recovering Pages
  • Workspace Layout
  • Create a Table
  • Choosing a Page Type
  • Home
  • Docs
  • 1. New to Protolyst
  • Workspace Layout

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.

Down the Left side of your Workspace is the Sidebar, at the top of this sidebar is the Dropdown Navigation Bar to move between your workspaces. Under that is Workspace Search.

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.

Drag and Drop one Page into another Page to organise your workspace with Pages and Sub 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, Settings and Archive are accessed at the bottom of the left hand Sidebar

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.

Example Projects Dashboard which displays all the Protolyst Projects you have been added to when you sign in. To open a particular workspace, click on it’s name in the ‘Your Workspaces’ table to open it up.

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
To create a New Workspace, select the New Workspace button next to ‘Your Workspaces’

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
Switching to another workspace from inside one workspace

What are your Feelings
Share This Article :
  • Facebook
  • Twitter
  • LinkedIn
  • Pinterest
Still stuck? How can we help?

How can we help?

Updated on July 25, 2023
Choosing a Page TypeCapturing Atoms

Powered by BetterDocs

Table of Contents
  • Sidebar
  • Workspace Search
  • Account Settings
  • Page Actions
  • Users
  • Project Settings
  • Archive
  • Projects Dashboard
  • Create a New Workspace
  • Navigate between Workspaces

You're wasting 1 day a week refinding the golden nuggets of info buried in your files and folders. Protolyst is a networked note taking web app where you can collect and organise each individual highlight. So you can get right to the most important information, explore the intersections of ideas and move your projects forward.

  • Blog
  • Forum
  • Login
  • GET STARTED
  • Privacy Policy
  • Cookie Policy

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
Cookie SettingsAccept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT