Using Pages
Pages are your workspace for notes, documents, meeting minutes, project plans, and any written content. Each page is a flexible canvas — build it up block by block.
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Start here
The basics, in the order most people need them.
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Going further
The rest of what this area can do.
Using BlocksBlocks are the fundamental content units in Optivation pages.Editing & FormattingPages support rich text formatting to make your content clear and visually appealing.Shortcuts & Slash MenuWrite faster with markdown shortcuts and the powerful slash command menu.TemplatesStart faster with pre-built page templates for common use cases.Page FeaturesPages have several features that enhance organization, visual appeal, and functionality.CollaborationWork together on pages with real-time editing, comments, mentions, and sharing.
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When something looks wrong
Known causes and how to fix them.
Quick Start
Creating your first page
- Navigate to Pages from the sidebar or dashboard
- Click New Page
- Choose a template or start blank
- Enter a title and optionally select a workspace
- Click Create Page — your page auto-saves every 2 seconds
Key Concepts
| Concept | Description |
|---|---|
| Blocks | Individual content units — paragraphs, headings, images, code, embeds, and more |
| Templates | Pre-built page structures for common use cases (meeting notes, project briefs, etc.) |
| Workspaces | Organize pages into projects, clients, or categories |
| Tags | Flexible labels for cross-workspace categorization and discovery |
| Tree Structure | Nest pages under parent pages to build hierarchical documentation |
Common Use Cases
| Use Case | Tips |
|---|---|
| Meeting Notes | Use the Meeting Notes template — add attendees, agenda, and action items with todo blocks |
| Project Documentation | Create a parent page with overview, nest sub-pages for specs, decisions, and updates |
| Knowledge Base | Organize by topic with the page tree, use templates for consistency, cross-link related pages |
| Personal Notes | Create a private workspace, use blank pages freely, organize with tags |
Getting Started Workflows
Starting from scratch
Click New Page → Blank Page → add a title → use / to insert blocks as you go.
Starting from a template
Click New Page → browse templates by category → select one → fill in the pre-built sections → delete any unused blocks.
Duplicating a page
Open any page → use the ⋯ menu → Duplicate — useful for recurring formats like weekly reviews or standup notes.
Related Features
- Workspaces — Organize pages by project or client
- Databases — Pair structured data alongside documents
- Unified Search — Find pages across all workspaces instantly
- Time Tracking — Track time spent working on pages