Workspace

The Workspace module provides wiki-style pages for documentation, notes, and linking to other app modules.

Overview

• Workspace is available from the app sidebar when the workspace module is enabled for your account.
• Create pages (documents) and add blocks: paragraphs, headings, lists, to-dos, code, quotes, dividers, tables, link previews, embeds, columns, dates, synced blocks, and links to Projects, Tasks, Companies, and Contacts.
• Inline editing: Click any block to edit it; no need to use the pencil icon.
• Export: Download pages as PDF, Markdown, or HTML from the Export dropdown.
• Share link: Turn on "Share" to get a view-only public URL. Anyone with the link can view the page without logging in.
• Client portal: In Client Portal settings you can add a Workspace Page type. Pick a workspace page to show in the portal; optionally allow clients to edit it.

Page Templates

When creating a new page, choose a template:

• Blank – Empty page
• Meeting Notes – Pre-structured with Attendees, Action items, Next steps
• Project Brief – Overview, Deliverables, to-do items

Templates are defined in config/workspace.php and can be extended. Blueprint-based templates (from the marketplace) are also supported when configured.

Block Types

Table Views

Table blocks support three view modes:

• Table – Grid layout
• Board – Kanban-style columns. Choose "Group by column" to group rows. Drag cards between columns.
• Gallery – Grid of cards

When in Board or Table view, you can add filters (column contains text) and sort (by column, asc/desc).

Inline Formatting

In text blocks, use Markdown:

• **bold** → bold
• *italic* → italic
• ` `code ` → `code
• [text](url) → link

Mentions

Type @ to mention users or pages:

• @User – Mentions a user (sends notification)
• @Page – Links to another workspace page

Both appear in the autocomplete dropdown. Type @ with no query to see recent users and pages.

Block Nesting

• Indent: Use the indent button (→) to move a block inside the previous toggle or columns block.
• Outdent: Use the outdent button (←) to move a block from inside a toggle/columns back to the page level.

Keyboard Shortcuts

Version History

Click Version history to:

• Save the current version manually
• Restore a previous version

Versions are stored per page; the last 30 are kept.

Comments

Click Comments to add page-level comments. Commenters can delete their own comments; page editors can delete any.

Public Share URL

1. Open a workspace page.
2. Click Share to enable sharing.
3. Click Copy link and send the URL (e.g. https://your-app.com/workspace/p/abc123...) to viewers.
4. Viewers see the page in read-only mode with no login.
5. Turn Share off to disable the link.

Client Portal

1. Go to Settings → Client Portal → Custom Pages.
2. Create a page and set Page Type to Workspace Page.
3. Choose the Workspace Page to display.
4. Optionally check Allow clients to edit this page.
5. Add the page to the portal menu (Menu Manager).

API

The Workspace API (under /api/v1/workspace) supports:

• GET /templates – List page templates
• GET /pages – List pages (tree or flat, with search)
• POST /pages – Create page from template (template_key, optional parent_id)
• GET /pages/{id} – Get page with blocks
• PATCH /pages/{id} – Update page (content, icon, cover)
• GET /pages/{id}/versions – List versions
• POST /pages/{id}/versions/{versionId} – Restore version
• GET /pages/{id}/comments – List comments
• POST /pages/{id}/comments – Add comment
• POST /table/move-row – Move table row to a different group (board view), body: block_id, row_index, new_group_value

Use a valid API token with tenant context. See API documentation for request/response formats.

Updated on: 13/03/2026