Types

Creating a type

The fastest way to create a type is to ask AI. In any AI chat, describe what you want to track ("a Bug type with priority, assignee, and steps to reproduce") and the AI will create it, with fields, workflow, and AI instructions. No templates to pick from, no pre-made catalogue. Every type you need, you can just ask for.

To create one manually, select "Type" from the create menu. Give it a name, add fields, and optionally enable a workflow. Types can live in a space or at the organization level.

The type page

Every type has a page showing all documents with that type assigned. The page displays differently depending on whether the type has a workflow.

Without a workflow: A simple list of entries sorted by last updated, with a button to create new entries. An option to "Convert to workflow" is available if you want to add status tracking later.

With a workflow: A tabbed view with three tabs:

• Active: A kanban board with columns for each workflow state
• Completed: Entries marked as done
• Later: Entries deferred for later

Drag entries between tabs to change their state. The "+" button creates a new entry that opens as an inline card.

The kanban board

When a type has a workflow, the Active tab shows a kanban board. Columns represent workflow states. Drag cards between columns to change status. Columns can be resized and reordered.

Cards open in an inline popover when clicked, so you can review and edit without leaving the board.

Configuring a type

Navigate to the type configuration page from the overflow menu on the type page. Configuration includes:

Fields

Fields add structured data to every document with this type. Four field types are available:

• Text: Plain text values
• Link: References to other documents. You can configure which types are valid link targets and set a custom reverse label (the name shown in backlinks).
• Date: Date values
• Member: References to workspace members

Each field can be configured as single-value or multi-value.

Add fields from the configuration page by typing a name and clicking "Add." Remove fields from the dropdown menu on each field.

Workflows

A workflow adds status tracking to the type. Click "Add Workflow" in the configuration to enable it.

Every workflow has four fixed states:

• Inbox: Where new entries land by default
• Completed: Done
• Later: Deferred

Between Inbox and Completed, you can add custom states. By default there is one: "In Progress." Click "Customise statuses" to add, rename, reorder, or remove custom states. These become the columns on the kanban board.

Remove the workflow entirely with "Remove Workflow" to return the type to a simple list.

AI instructions

Custom instructions the AI follows when working with entries of this type. For example, "When creating bugs, always include steps to reproduce and expected behavior."

Color

A hue slider that colors the type badge throughout the interface. When the type lives in a space, the color is inherited from the space.

Skills

Attach skills to a type. Attached skills appear as quick-action buttons in the toolbar of every document with this type. This is how you add domain-specific AI actions to your workflow: attach a "Create GitHub issue" skill to a Bug type, and every bug gets a one-click button to file it.

Assigning types to documents

Any document can have a type. Assign from:

• The overflow menu on a note ("Set type")
• A slash command in the note title
• The create menu (creating a typed entry directly)

Changing or removing a type updates the available fields. Existing field values are preserved when switching between types that share field names.