Skip to main content
New workspace creates an empty private workspace owned by your account. It is a personal workspace, even when your account belongs to an organization.

Create the workspace

1

Open the new workspace form

Sign in. From Home, find Your workspaces and select New workspace.
2

Name the workspace

Enter an optional Name, then select Create workspace.
3

Create the first document

Select Create your first document. Enter the full document path, such as plans/launch.md, then select Create document.
Workspaces opens the new document. The plans/ folder appears in the file tree because it is part of the path. You do not create empty folders.
Workspaces file tree with notes/risks.md and plans/launch.md, plus the Rename or move and Delete actions for launch.md.

The file tree builds folders from document paths. Each document's menu contains Rename or move and Delete.

Add, move, or delete a document

  • Select New document to add another file at a full path.
  • Open the document’s actions and select Rename or move… to change its full path. Its comments and version history stay with it.
  • Select Delete…, then Delete document to remove it. The app has no undo for document deletion.
A document and an artifact cannot use the same path. If Workspaces reports a path conflict, choose another path or remove the item already there.

Organization workspace limits

The browser cannot create an empty organization workspace or move a personal workspace into one. To copy one current document into a new organization workspace, use Fork and choose In organization. The new workspace gets the document and its referenced assets, but not its comments or older version history. Organization members can view and edit the copied document. Agents and scripts can create an organization workspace through the live API by supplying its organization ID. If Share offers Your organization for a personal workspace but saving fails, the workspace is still personal. Use Fork for one document or create an organization workspace through the API.

Add and organize files

Check document types, path rules, guest limits, and delete behavior.
Reviewed July 20, 2026. Maintained by the Plannotator documentation team.
Last modified on July 24, 2026