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Use your Workspace pages

Create, organize, review, and use the maintained pages that hold durable context for a Workspace.

Written by Topi Järvinen

Workspace pages are where a Workspace's shared picture accumulates. They keep durable context close to the work: the Workspace charter, objectives, decisions, operating practices, runbooks, retrospectives, and other material people need to understand the current situation.

How pages fit into shared context

Maintained pages are the narrative layer of a Workspace's shared context. They explain why the Workspace exists, how the team operates, which constraints matter, and what someone needs to know before acting.

They work alongside other sourced context in In Parallel:

Context

Role

Workspace pages

Durable explanation and handover

Goals

Intended outcomes and measures of success

Meetings and observations

Sourced decisions, actions, risks, questions, and learnings

In Parallel can refresh maintained pages from authorized Workspace activity, the Charter, and uploaded documents. Home, Chat, briefings, and connected AI tools can then reuse that context without asking the team to explain the Workspace from scratch.

A maintained page is a useful summary, not a replacement for its sources. Follow source links and check the page's update state before relying on an important claim.

Find a Workspace page

Open the Workspace from Workspaces in the left navigation. On Workspace home, find its page-type sections below Briefing and Meetings. In Cards, select a page card or section heading; in List, select the page or View all for that type.

Holiday Peak Readiness Workspace Sections with Briefing, Meetings, and Charter cards

Select Pages & meetings → to browse all pages and meetings in the Workspace. Workspace pages no longer expand directly beneath the Workspace name in the current left navigation.

To see the full page tree, open your user menu, select Settings, choose the Workspace, and open Pages. This tab contains Structure, Archived pages, Manage pages, and Background documents.

Create a page

  1. Open the Workspace and scroll to the page sections on Workspace home.

  2. Select Add a page to open Manage page types.

  3. In Manage page types, choose Recommended or All page types.

  4. Select Add for a typed page you want in the Workspace.

You can also open Settings → [Workspace] → Pages → Manage pages to reach the same page-type controls while administering the Workspace.

The same dialog offers these creation options:

  • Upload a document uses a selected document to create a Workspace page and keeps the source under Background documents. The generated page may simplify or rearrange the source formatting, so compare it with the uploaded document and correct the page before relying on it.

  • Custom page starts an unstructured page that you shape in the editor.

  • Track a meeting series attaches a page to an existing series tag.

An installed page type shows Added. Point to or focus that state to reveal its removal action, then read the confirmation before removing the type.

Available page types depend on the Workspace. Examples include Objectives, Roadmap, Learnings, Vendor Scorecard, Decision Log, Runbook, Action Items, Risk Register, Open Questions, Retro Log, and Charter.

Review a generated first version before relying on it. A typed page may use Workspace activity, the Charter, uploaded documents, and observation kinds associated with that page type.

Understand the page header

The page header shows the controls that help you judge and use the page:

Charter header and Send to Claude
  • Title — edit the page name directly when you have permission.

  • Add to favourites — keep a frequently used page in your personal navigation.

  • About this page — open How this page works to see the page's purpose, perspective, source inputs, and refresh behavior.

  • Grounded by, when shown — review the Workspace records and documents used as sources for the page. About this page explains the source types when that control is absent.

  • Updated or a refresh status — check when maintenance last ran. Select the status to open Version history when versions are available.

  • Send to [preferred client] — continue with the page in the AI client selected in your personal settings. Accounts set to ask every time may show a generic Send to AI handoff instead.

  • Page actions (…) — organize and print the page, with archive or delete controls when the page permits them.

If the header shows Refresh failed, treat the current page as potentially stale. You can still read and edit it, but confirm important details against the underlying Workspace records.

Edit a page

Open the page and edit its title or content directly. Changes are saved to the shared Workspace page, so keep durable team context in the page and leave temporary discussion in Chat or your collaboration tools.

Correct the page directly when it is wrong or outdated. Changes remain attributable, and Version history lets you review earlier versions when available.

Use About this page before making a structural edit. The How this page works dialog explains what the page is for, who it is written for, what it draws on, and when In Parallel refreshes it.

How this page works

Select the page's freshness state to open Version history and compare available versions.

Version history

To request a fresh generated version, open Settings → [Workspace] → Pages and select Recompile on the relevant typed page. Supported pages can also offer Recompile in Page actions. Recompile is not shown for every page, including some manual or legacy pages.

Organize pages

Use the Structure area under Settings → [Workspace] → Pages to drag pages into the desired order or nest them beneath a parent. You can also open Page actions (…) on an individual page to:

  • Create a subpage

  • Rename or move the page

  • Move it up or down among its siblings

  • Print the page

  • Archive or delete the page when those actions are available

Use a subpage when the material belongs under a stable parent. When an Archive or Delete action is available, read its confirmation carefully and follow your organization's retention policy.

The available actions depend on the page. Product-managed or required pages may not offer Archive or Delete permanently.

Warning: Delete permanently is destructive. Verify the page, sources, and retention requirements before confirming it.

Run a page with AI

Select Send to [preferred client] when you want an AI tool to continue from the page's context. Open the adjacent menu and choose Copy as prompt when you prefer to paste the prepared handoff yourself, or Choose every time… when you do not want to use the current preferred client.

The handoff uses the page as working context. It does not make every statement on the page correct, and it does not give the receiving tool access to other Workspace material unless that access is separately available.

For a conversation inside In Parallel, select Ask about this page. The empty composer expands on the page and shows a Workspace context chip. Check the visible context before sending your question. You can also open Home, add the Workspace as context, and ask your question in Ask anything.

Empty contextual composer

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