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