Where an output lives, and sharing it
A grid, note, table or deck lives in a project, in the workspace, or with just you - and you choose who else sees it.
Every grid, note, table and slide deck has one home:
| Home | Who can open it |
|---|---|
| A project | Everyone who can see that project, as before. |
| The workspace | Every active member of the workspace. |
| Personal | Only you, until you share it. |
Grids and notes can also live in a chat channel, as they always could. Forms, documents, charts and the other tools keep their own rules for who can see them.
Sharing with named people
The owner of a personal output, or the creator of a workspace output (and admins who can manage members), can share it with named people, each either to view or to edit. Those people find it in Shared with you.
Moving it
Moving an output to another home, for example from a project to the whole workspace, needs edit rights in both places. It is the same object afterwards, not a copy.
Linking an output to a project, a goal or a customer does not let anyone open it. Each person still needs to be able to see the output itself.
The Toolbox appears only where it is switched on for your workspace. Where it is off, every tool stays where it was: project tabs, /app/forms, /app/signatures, /app/wiki and /app/documents work exactly as before.