Creating Pages

Creating a New Page

Basic Creation

1. Navigate to Pages from the sidebar or dashboard
2. Click the "New Page" button
3. Choose a template or select "Blank Page"
4. Enter a page title
5. Select a workspace (optional)
6. Choose a parent page (optional)
7. Click "Create Page"

The page opens immediately with focus in the title field, ready for you to start typing.

Using Templates

Templates provide pre-built page structures for common use cases.

Available Template Categories

Project Management:

• Project Plan
• Sprint Planning
• Roadmap
• Meeting Notes
• Retrospective

Business:

• Product Requirements (PRD)
• Business Plan
• Marketing Plan
• Sales Proposal
• Budget Template

Personal:

• Daily Journal
• Goal Setting
• Book Notes
• Recipe
• Travel Planner

Technical:

• Technical Documentation
• API Documentation
• System Design
• Bug Report
• Release Notes

And many more!

Using a Template

1. Click "New Page"
2. Browse templates by category
3. Click a template to preview
4. Click "Use Template"
5. Customize the title and settings
6. Click "Create Page"

The page is created with the template structure. Simply fill in or modify the sections.

Customizing Templates

After creating from a template:

• Delete sections you don't need
• Add new blocks as needed
• Rearrange sections by dragging
• Save as your own template (if feature is available)

Organizing Pages

Workspaces

Workspaces help organize pages by project, client, or category.

When Creating:

1. In the create dialog, find the "Workspace" dropdown
2. Select your desired workspace
3. Or choose "No workspace"

For Existing Pages:

1. Open the page
2. Find the workspace selector (below title, left of tags)
3. Click to change workspace
4. Changes save instantly

Benefits:

• Filter pages by workspace
• Keep projects separate
• Easy context switching
• Team organization

Learn more about Workspaces

Parent Pages (Page Tree)

Create hierarchical structure by nesting pages under parent pages.

When Creating:

1. In the create dialog, find "Parent page" dropdown
2. Select a parent page
3. Or leave as "Root" for top-level page

After Creation:

• The page appears under its parent in the tree
• Creates logical organization
• Useful for documentation, projects, and knowledge bases

Example Structure:

📁 Product Documentation
  ├── 📄 Getting Started
  ├── 📄 Installation
  ├── 📁 Features
  │   ├── 📄 Feature A
  │   ├── 📄 Feature B
  │   └── 📄 Feature C
  └── 📄 Troubleshooting

Moving Pages:

1. Drag and drop in the page tree
2. Or edit the parent in page settings
3. Changes reflect immediately

Tags

Add tags for flexible categorization across workspaces.

Adding Tags:

1. Open the page
2. Find the tags area (below title, right of workspace)
3. Click "Add tag"
4. Type tag name or select existing
5. Press Enter

Using Tags:

• Filter pages by tag
• Cross-workspace categorization
• Multiple tags per page
• Color-coded for visual scanning

Example Tags:

• #urgent
• #in-progress
• #needs-review
• #archived
• #client-facing

Page Settings

Title

Editing:

• Click the title to edit
• Changes save automatically
• Appears in page lists and search

Best Practices:

• Keep titles concise but descriptive
• Use consistent naming conventions
• Avoid special characters
• Make it searchable

Icon

Add an emoji or icon to your page for visual identification.

Adding an Icon:

1. Hover over the page title area
2. Click "Add icon"
3. Search for an emoji
4. Click to select

Changing Icon:

• Click the existing icon
• Choose a new one

Removing Icon:

• Click the icon
• Select "Remove icon"

Cover Image

Add a cover image to make your page visually appealing.

Adding a Cover:

1. Hover over the top of the page
2. Click "Add cover"
3. Choose from:
   • Upload image
   • Unsplash (if available)
   • Solid color
   • Gradient

Repositioning:

• Click the cover
• Drag to reposition
• Click "Reposition" for fine control

Removing Cover:

• Hover over cover
• Click "Remove cover"

Duplicating Pages

Create a copy of an existing page with all its content.

Method 1: Page Menu

1. Open the page
2. Click the "..." menu
3. Select "Duplicate"
4. A copy is created with "(Copy)" appended

Method 2: Page List

1. Right-click a page in the list
2. Select "Duplicate"

What Gets Copied:

• All blocks and content
• Page structure
• Icon and cover
• Tags (optionally)

What Doesn't Get Copied:

• Comments
• Activity history
• Share settings

Use Cases:

• Create recurring meeting notes
• Reuse project templates
• Start from a similar page

Deleting Pages

Deleting a Page

Method 1: Page Menu

1. Open the page
2. Click the "..." menu
3. Select "Delete"
4. Confirm deletion

Method 2: Page List

1. Right-click a page in the list
2. Select "Delete"
3. Confirm deletion

Warning: Deleted pages cannot be recovered! Make sure you want to delete before confirming.

What Happens to Child Pages?

When you delete a parent page:

• Child pages are NOT deleted
• They move up one level in the hierarchy
• Or become root-level pages

Finding and Opening Pages

From Page List

Grid View:

• Visual cards with icons and previews
• Click any card to open

List View:

• Compact rows with title and metadata
• Click any row to open

Toggle Views:

• Click the grid/list icon in the toolbar

From Page Tree

1. Expand the sidebar
2. Navigate the tree structure
3. Click any page to open
4. Expand/collapse folders with arrows

From Search

1. Press Cmd/Ctrl + K for global search
2. Type page name
3. Select from results
4. Page opens immediately

From Workspace

1. Click a workspace in the sidebar
2. See all pages in that workspace
3. Click to open

Recent Pages

Access recently viewed pages:

1. Look for "Recent" section
2. Click any recent page
3. Quick access to your work

Filtering Pages

By Workspace

1. Click the Workspace dropdown in toolbar
2. Select a workspace
3. Only pages in that workspace are shown

By Tags

1. Click the Tags filter in toolbar
2. Select one or more tags
3. Pages with those tags are shown

By Search

1. Use the search bar at the top
2. Type to filter by title
3. Works with current filters

Sorting Pages

Sort pages by:

• Title (A-Z or Z-A)
• Created Date (newest or oldest first)
• Updated Date (recently edited first)
• Custom (manual order in tree)

Best Practices

Naming Pages

✅ Do:

• Use clear, descriptive titles
• Include dates for recurring items ("Weekly Sync - Dec 28")
• Use consistent naming conventions
• Make titles searchable

❌ Don't:

• Use vague titles ("Notes", "Meeting")
• Use only dates without context
• Use special characters excessively
• Make titles too long

Organizing Pages

Use Workspaces for:

• Projects
• Clients
• Departments
• Major categories

Use Page Tree for:

• Documentation hierarchy
• Project sub-pages
• Topic organization
• Related content

Use Tags for:

• Status (#in-progress, #done)
• Priority (#urgent, #low-priority)
• Type (#meeting-notes, #documentation)
• Cross-cutting concerns

Template Strategy

1. Start with templates for common formats
2. Customize to fit your needs
3. Duplicate successful pages as templates
4. Share useful templates with team

Common Workflows

Weekly Meeting Notes

1. Create from "Meeting Notes" template
2. Add date to title: "Team Sync - Dec 28, 2024"
3. Place under "Meetings" parent page
4. Tag with #meeting-notes
5. Fill in attendees and agenda
6. Add action items as todo blocks

Project Documentation

1. Create parent page: "Project Alpha"
2. Add icon and cover
3. Create child pages:
   • Overview
   • Requirements
   • Design
   • Implementation
   • Testing
4. Link pages together
5. Tag all with #project-alpha

Personal Knowledge Base

1. Create workspace: "Personal"
2. Create topic pages (Learning, Ideas, etc.)
3. Nest specific pages under topics
4. Use tags for themes
5. Link related pages
6. Regular review and cleanup

Troubleshooting

Can't create a page?

Check:

• You have permission to create pages
• You're signed in
• Workspace allows page creation

Page not appearing?

Check:

• Workspace filter
• Tag filter
• Search filter
• Check "All Workspaces" view

Can't find parent page?

Solution:

• Search for the parent
• Verify it still exists
• Choose "Root" if unsure

Template not loading?

Solution:

• Refresh the page
• Try a different template
• Start with blank page

Related

• Blocks - Adding content to your pages
• Editing & Formatting - Text formatting and shortcuts
• Page Features - Icons, covers, and metadata
• Organization - Page tree and structure