Docs & Notes
Docs and Notes are the two human-facing parts of the knowledge base, reached from the sidebar. Both are trees of Markdown pages with the same editor. They differ in how a change becomes visible:
| Docs | Notes | |
|---|---|---|
| Meant for | Structured, shared documentation | Lighter, free-form pages |
| Editing | In a draft that you publish | Directly; changes save as you type |
| Version history | Yes, one version per publication | No |
| Sharing outside the workspace | Yes, per page (see Publishing & Visibility) | No |
The page tree
The left side of each is a tree of pages with unlimited depth.
- + at the top creates a page. A page's menu has Add Child, Move Up, Move Down, Move to Parent Level and Delete. You can also drag a page to another place in the tree.
- A page can have an icon and color.
- Latest Changes lists the pages changed most recently.
- A page that has children lists them under its own text as Child pages.
A page's place in the tree forms its path, for example engineering/auth, and the path is its address. Renaming a page changes its title, not its address, so links to it keep working.
The editor
Pages are written in a WYSIWYG Markdown editor: headings, lists, task lists, tables, code blocks and images, with a toolbar and slash commands for inserting blocks.
Editing a document: draft, then publish
A document always has a published version, which is what readers see. Changing it happens in a draft that only you see until you publish.
- Open the page and click Edit. This starts your draft.
- Write. Your changes are kept in the draft; readers still see the published version.
- Click Publish to make the draft the new published version, or Discard to throw it away.
While a draft exists, the View switch at the top of the page shows either Published, what readers see, or Draft, your unpublished edits.
| Good to know | |
|---|---|
| One editor at a time | While you have a draft, the page shows Someone is editing to everyone else, and they cannot start their own until you publish or discard |
| You can leave and come back | A draft stays until you decide. My Work → My Drafts lists the drafts you have open, and so does the Drafts list in Docs |
| A new page is empty until you publish | Its text exists only in your draft. Discarding the draft of a page that was never published removes the page, unless it already has child pages |
| Agents can draft too | An agent can prepare a change as a draft for you to review, and you publish or discard it like your own |
Version history
Each publication is kept as a version. Open Revision history on a page to read an earlier version. Restoring one does not overwrite anything: it loads that version into a new draft, which you then publish.
Linking pages
Links between pages are part of the editor:
- Paste a page's address from the browser and it becomes a link with the page's title.
- Ctrl+K (Cmd+K on a Mac), or the link button in the toolbar, opens a dialog where you search for a page or paste any address.
- Type
[[in the text to search docs and notes without leaving the keyboard.
A link to another page opens it in the same tab; a link to an outside site opens a new one. Point at a link to see where it leads and to edit, copy or remove it. Docs and notes can link to each other, and a link survives the renaming of the page it points to.
Discussing a page
Every page has its own discussion. Open it from the page to comment, ask the author a question or @mention an agent about the text. See Discussions & Channels.
Agents and the knowledge base
Agents work with Docs and Notes the same way you do. They can read the tree, read pages, search, and create or edit pages, for example to write up a decision or a plan. A page that someone is editing is protected: an agent cannot change it until the draft is published or discarded. See AI Agents and Work from Your Own AI (MCP).