Built-in types
The New entry picker groups types into Core, Extended, and — if your workspace has added any — Custom. Core types are always available:
Extended types can be turned off by an Owner:
Workspace Owners can customize this catalog — add types, restyle them, or turn types off — in Settings → Entries.
Creating an entry
The quickest way is New in the top bar: New note creates a note right away, and New event and New task open the New entry dialog ready for that type. More types… (or the N key) opens the full picker. You can also choose New entry from a folder’s … menu, or right-click the background of a folder’s view — both start in that folder. In the New entry dialog:- Give it a name at the top, or leave it blank for “Untitled”. Next to the name, in shows the folder it will be created in — click it to pick another.
- Click a type to select it.
- Click Create. For a task, event, or skill, Next first shows a few optional fields worth setting now — a task’s status, assignee, due date, and repeat; an event’s kind, date, time, and location; a skill’s description.
The entry page
The toolbar at the top of an entry holds, from left to right: a back button, the type button (colored, showing the entry’s type), the folder it’s in, and the entry’s name — click it to rename. Arrows step to the previous and next entry in the folder. Further right are Show (for documents and artifacts), Comments, and the … menu. Renaming an entry asks you to confirm, because it updates every link that points to it.Fields
Click the type button to open the Fields panel on the right. It shows the entry’s type, its fields, a Connections row listing the entries that link here, any fields you’ve added, and — for an imported entry — where it came from. Click a field to edit it. To add a field to just this entry, use Add field: a text, date, connection, link, tags, or list field. A Select or Multi-select field is added to the whole entry type.The body
The body is text with live formatting: headings, lists, tables, and links style themselves as you write, pasted web addresses become links, and checkboxes are clickable. A link to a task on a line of its own gets a round checkbox that completes the task. While you’re writing, a formatting palette offers Bold, Italic, Heading, Highlight color, Link, Code, bulleted and numbered lists, a horizontal rule, and Insert asset for images and other files from your library. You can also drop or paste an image straight into the body. Type[[ anywhere in the body to link another entry or a folder — see Links, search & the graph.
Tasks
A task’s assignee is a member of your workspace — not a person entry. Tasks assigned to you appear on Home. A task can Repeat on a schedule, and its page shows a bar with who it’s assigned to, its status, and its dates, each of which you can click to change.Changing an entry’s type
An entry’s type is fixed when the entry is made. The Fields panel shows the type, but you can’t change it. To use another type, create a new entry of that type. The agent can do it from the old one: ask it to turn a note into a task, and it offers to create a task that carries over the note’s title, body, and the fields both types share. The note stays as it was until you delete it.Moving and copying
Both are in the entry’s … menu, or in the right-click menu in a list.- Move to… shows a folder tree to pick the destination. If the entry is an artifact that reads datasets people in the destination couldn’t see, you get a heads-up — “N references won’t be visible from [destination]” — but it never blocks the move.
- Copy to… duplicates the entry into any folder (including the same one), naming the copy “[Name] (copy)”.
What moves with an entry
Moving an entry doesn’t move the files it uses, and you don’t need to move them. Images, video, audio, fonts, and data or text files embedded in the entry keep showing for everyone who can open the entry in its new folder — including people who can’t open the folder the files live in. Permission to show a file is granted when someone who can open it places it in the entry, and that permission belongs to the entry, so it goes wherever the entry goes.The same holds in the other direction: moving an entry into a folder with more people shows them its embedded files too, even files kept in a folder they can’t open. Check what an entry embeds before moving it somewhere more widely shared.
- Documents, design files, and archives linked from the entry still open only for people with access to the folder they live in. If the entry’s new readers need them, move the files too, or share their folder.
- Fonts an artifact applies by family name come from the artifact’s own top-level folder or a folder shared with everyone. Move the artifact to a different top-level folder and a brand font left behind falls back to a standard font. Keep brand fonts in a folder shared with everyone, or ask the agent to reference the font files directly — a directly referenced font travels like an image. See Fonts.
- Datasets an artifact reads are covered by the heads-up above. Moving a dataset itself also cuts it off from artifacts that read it in its old folder. See Live data.
Deleting an entry
Choose Delete from the entry’s … menu. The confirmation is explicit about side effects:- It lists any attached files that will be deleted along with the entry — for example, the original of an imported document.
- Files from the library that only this entry uses stay by default; tick Also delete next to any you want gone. Files used elsewhere stay put.