Workspaces & sharing
A workspace is how you share specific things with other people. It’s not a separate mode you switch into — your lists look the same, and shared items simply carry a small workspace badge. Today, three kinds of things can be shared into a workspace:
Everything else — finance, notes, journal, vision — stays personal.
Workspaces are created and managed on the web. The mobile app shows items that are already shared with you, but you can’t create or manage a workspace there.
Create a workspace
Open the Workspaces menu in the sidebar and click New workspace, then give it a name. Once you belong to at least one workspace, you’ll see source-filter chips and sharing controls appear in the relevant areas.
Add and manage members
Open a workspace’s settings to manage it:
- Members — everyone with access, with owner and admin badges.
- Add a member — owners and admins invite by username or email. (There’s no self-serve join link — someone already in the workspace adds you.)
- Remove / leave — owners and admins can remove members; any member can leave. Either way they lose access to the workspace’s shared routines, plans, and trips.
- Rename and a danger zone to delete the workspace (owner only).
Move things in and out
Once you’re in a workspace, Routines and Trips lists show source-filter chips — All / Personal / [workspace] — to filter by where an item lives. To re-home an item:
| Item | How |
|---|---|
| Routine | Use the Move to… control on the routine row |
| Plan or list | Use the Share control to pick Personal or a workspace |
| Trip | Share or move it to a workspace from the trips list (or pick one when creating it) |
On Routines, the selected source chip also becomes the add target — pick a workspace chip and new routines you create go straight into that workspace.
What sharing means
Shared plans and lists have shared completion — everyone sees the same checked items — while tags stay personal to you. A shared trip also unlocks expense splitting among the workspace’s members. See Trips and Sharing a trip for how trip sharing differs from a public share link.