Organizing notes

Workspaces

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A workspace is a self-contained context. Most people run two — work and personal.

What a workspace contains

Each workspace has its own:

  • Notes, and the Bin

  • Tags

  • Custom properties

  • Boards and their columns

  • AI conversations

  • API keys (MCP and CLI)

  • Import jobs

  • Members

  • A name and an avatar

Nothing is shared between workspaces. A tag in one does not exist in another.

Creating and switching

Use the workspace selector to create (New Workspace) and switch. One workspace is your default.

Each row in the selector has a ⋯ menu with Edit — which opens the workspace's settings — and Delete, or Leave workspace if you are a member rather than the owner.

Switching changes everything scoped above — including which notes AI chat can see, the files on the Files page, and what the Calendar shows.

Each browser tab keeps its own workspace. Switching in one tab leaves your other tabs where they are, so a note you create in another tab still lands in the workspace that tab shows. A new tab opens in the workspace you used last.

A note link (Copy link in a note's ⋯ menu) does not say which workspace the note is in. Open a link to a note in another of your workspaces and Notez asks first: "This note is in another workspace: Product design", with a Switch to Product design button. One click switches, and the note opens with that workspace's tags and properties. Notez never switches on its own, so a link opened in passing cannot move you out of the workspace you are working in.

A link to a note in a workspace you are not a member of shows "You do not have access to this note", and you stay in your current workspace.

Reminders reach you from every workspace. One in another workspace still notifies you when it comes due, and opening it from the notification (Open note in the bell, or a click on the system notification) switches to that workspace and opens the note without asking first.

Workspace settings

Open Settings in the sidebar — it lands on the Workspace tab — or choose Edit from the selector menu. The tab holds:

  • Avatar — upload a picture for the workspace. Without one, the workspace shows generated initials on a colour of its own, which is what makes two workspaces easy to tell apart in the switcher.

  • Workspace name — rename it here.

  • Members — invite by email, see how many seats are used, and remove people.

  • AI chat instructions — standing instructions AI chat follows for everyone in the workspace. See AI chat instructions.

  • Custom properties — Manage properties opens the same dialog as the sidebar's More → Custom properties. See Custom properties.

  • Danger zone — delete the workspace, or leave it if you are a member.

Members can open the tab as well. They see the name, the member list, and the AI chat instructions, but cannot change them; besides Manage properties, which works for everyone, their only action is Leave workspace. Their own instructions for AI chat live in Settings → My settings.

The avatar shows wherever the workspace is identified: the switcher, the list of workspaces, the members list, and the invitation page someone sees before joining.

Why this matters for AI and MCP

Workspace boundaries are a real privacy control, not just a filing convenience.

  • AI chat only sees notes in the current workspace.

  • MCP keys are bound to a single workspace. A key generated in Work grants access to Work only.

  • AI apps you connect by signing in act as you, so they reach every workspace you belong to. They work in one workspace at a time, and an id from one workspace never works in another.

So if you connect Cursor or Claude Code to a work project with a key, it genuinely cannot read your personal notes. That is enforced on the server, not by asking the model nicely. If an assistant should see only one workspace, give it a key rather than signing it in.

To give a key-based assistant a second workspace, switch to that workspace and generate a separate key there; only the workspace owner can. See MCP server setup. To connect Claude, ChatGPT or VS Code by signing in, see Connect Claude, ChatGPT or VS Code.

Sharing a workspace

A workspace can have more than one person in it. Open the workspace settings, go to Members, and invite by email.

  • The workspace has one owner — whoever created it. Everyone else is a member.

  • Members work on the notes, tags, properties, and boards as equals, can use AI chat, and can connect AI apps such as Claude or ChatGPT by signing in.

  • Only the owner can invite or remove members, rename the workspace, change its avatar, set its AI chat instructions, delete it, and create API keys.

  • Seats per workspace depend on the owner's plan: 3 on Free, 10 on Pro, 25 on Ultra.

  • Reminders can remind several people: whoever adds one is reminded, other members click Remind me too, and each person's Calendar shows the reminders that remind them. See Reminders and the calendar.

Because access is granted per workspace, a colleague invited into Work sees nothing of Personal — not in the note list, not in search, and not through AI chat, an MCP key, or an AI app they connect by signing in.

Full detail, including live presence and what happens when two people edit the same note: Sharing a workspace with other people.

To show a single note to somebody who does not need an account, use a public read-only share link instead.

Deleting a workspace

Deleting is permanent and cannot be undone. Everything scoped to it — all notes, tags, and conversations — is deleted with it, for every member.

Delete from the Danger zone in the workspace settings, or Delete in the selector's ⋯ menu. The confirmation says so directly: "All notes, tags, and conversations in this workspace will be permanently deleted. This action cannot be undone."

Two workspaces cannot be deleted: your default workspace, and your only workspace. If you want to get rid of the default one, make another workspace your default first.

To keep a copy, export the workspace and download the .zip before you delete it: More → Import & export → Export. The export goes with the workspace. See Export your workspace.

Storage across workspaces

Plan limits — storage, file size, AI tokens — apply to your account, not per workspace. Three workspaces on the Free plan share the same 1 GB.

In a shared workspace, those limits stay with the owner: notes and files a member adds count against the owner's storage, not their own. A workspace avatar counts against the owner's storage too.

The Files page lists one workspace at a time. Your total across the workspaces you own is under Storage usage in Settings → Upgrade and billing.

Undo and workspaces

The ⌘Z undo stack is cleared when you switch workspaces. Undo what you need before switching away.

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