Use a Workboard Inside a Note

Put a workboard inside a note to check and edit items right while you read meeting notes or planning documents. What you see in the note is the same data as the workboard in the sidebar, so changes made on either side show up in both.

Add a Link Workboard Block

  1. Click an empty line in the note body.
  2. Type /Link workboard to add the block. You can also choose Link workboard from the insert menu in the toolbar.
  3. Click Select a workboard… in the block and choose the workboard to link.
  4. If there is no suitable workboard, choose New workboard at the bottom of the list.

💡 Tip: Write to-dos from a meeting straight into the workboard in the note to keep the context and action items in one place.

Add and Edit Items

  1. Click Add in the block.
  2. Enter an item title and fill in fields such as status, assignee, and dates.
  3. Click Save. The item is created right away in the linked workboard.
  4. Click an existing item to edit it. Your changes appear in the workboard view as well.

✋ Note: Even if you can edit the note, you can only read the items in the block if you do not have permission to edit the workboard.

Switch Views

Use the view tabs at the top of the block to see the same items in different layouts.

  1. Choose the view you want from the view tabs.
  2. If you need a new view, click Add a view and choose from List, Kanban, Gantt, Feed, Chart, Calendar, and Gallery.

💡 Tip: The view you choose is saved in the note. Even if you put the same workboard in several places in a note, each block can keep a different view.

Frequently Asked Questions

Where do items created in a note go?

They go into the workboard you chose in the block. You cannot add items until you choose a workboard.

If I delete an item in the note, is it deleted from the workboard too?

Yes. It is the same item, so it disappears from the workboard as well and moves to Trash. You can restore it from Trash.

Who can I choose as the assignee?

You can choose members of the current space as the assignee.

What happens to database blocks I made before?

Database blocks already in your notes still appear as before. For new ones, use the Link workboard block.

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