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How rooms and desks fit together, and how to create, find, rename, archive and restore them.
- Desks, rooms and the canvasHow PlexiDesk organises your work into rooms, desks and widgets, where to find them, and a guide to everything you can do on a desk.
- Create a deskStart a new desk, name it, pick a starter template and a room, add links and notes, and open it straight away, with optional AI setup.
- Create and organise roomsMake a room to keep related desks together, rename it, turn it into a plan, and use every action on a room's card.
- Rename a desk and move it to a roomRename a desk from the desk menu or All desks, move it into a room or back to the top level, and move several desks at once.
- Browse All rooms and All desksFind any room or desk with five views, search, grouping and filters, reorder them by dragging, and act on several at once with Select.
- Archive, trash and restore rooms and desksArchive a room or desk to put it out of sight, move it to Trash with an Undo, and restore it within 7 days or delete it permanently.
- Rooms and desks shared with youSee the rooms, desks and widgets people share with you, keep your own copy in your workspace, and add a share from a link someone sent you.
Pan, zoom and jump between widgets with the mouse, trackpad, keyboard or minimap.
- Move around the canvasPan, zoom and jump from widget to widget on a desk with a mouse, trackpad or keyboard, and get back to a view of everything in one click.
- The minimap and the jump listSee a whole desk at a glance in the minimap, click to move the view there, and jump to any item on the desk by name from the list above it.
- Canvas navigation settingsChange how dragging, flicking, edge pan, scrolling, zooming and arrow-key jumps move the view on your desks, and try each change on a live preview.
- Use the desk with a keyboard or screen readerReach every item on a desk with a screen reader or the keyboard, and make PlexiDesk easier to read with clearer fonts, larger text and less motion.
Select, move, tidy and group widgets, show a desk as columns or a list, and open a widget full screen.
- Select, move and arrange widgetsSelect one or many widgets, then move, resize, line up, group, pin to a corner, recolour or bring them to the front on your desk.
- Tidy, auto-arrange and Smart StackLay out a busy desk in one click with Tidy, sort widgets into sections by type, or let Smart Stack suggest labelled groups for you to apply.
- Show a desk as columns, a list, a table or a gallerySwitch a desk between the free canvas and Columns, List, Table, Gallery or Compact views, and set the view each desk opens in.
- Open widgets full screen and side by sideOpen any widget full screen in focus mode, step through the desk with the arrow keys, and drag widgets from the dock to work on up to four side by side.
Drop files and links onto a desk, import data, and link widgets so one feeds another.
- Drop files, links and apps onto a deskDrag files from your computer, links from your web browser, connected apps and widget tiles onto a desk, and file documents on desks from the open-items strip.
- Turn a file into a widgetImport a text, Markdown, CSV, JSON or Excel file as a new Page or Table on your desk with Import file in the tool rail's Add widget menu.
- Link widgets and set up wiresDraw a wire from one widget to another to feed it context, transform it with AI or keep a copy in sync, then change, run, pause or undo what it does.
- See what runs on its own on a deskOpen the Automations panel to see every agent and live wire on a desk, when each last ran and whether it worked, then switch it off or jump to it.
The desk menu, header quick actions, tool rail, templates, history and the AI helpers that work on a whole desk.
- The desk menu: where you are, who's here, rename, share and moveClick the desk's name in the header to see where the desk sits and who else is on it, and to rename it, share it or move it into a room.
- Desk quick actions in the headerThe row of buttons on the right of the header while a desk is open: status, Focus, Chat, Meeting, Tidy, Build, Template, Resume and the load ring.
- The tool rail on the right of a deskThe movable rail on the right edge of a desk: add widgets, open desk history, jump to sections, group widgets by type, clean up and reset the view.
- Track a desk's status and timeMove a desk through To do, In progress and Done, watch a countdown against your estimate, and add time or finish when the estimate runs out.
- Desk templatesStart a desk from one of six starters or your own template, save any desk's setup as a template, and add a template's widgets to the desk you have open.
- Restore or branch a desk from its historyUse History on the tool rail to put a desk back the way it was earlier, or to branch a past state into a new desk while the original stays as it is.
- Write a handoff note with ResumeResume writes a short note on where a desk stands, its decisions, open questions and next three actions, and keeps it with the desk for when you return.
- Set up a desk with AIDescribe what you want to do and Build with AI suggests ready-made pages, tables and other widgets, or let AI propose a setup for a new desk.
- The load meter and parking widgetsThe coloured dot at the end of a desk's quick actions rates how busy the desk is, and lets you park widgets out of sight and bring them back.
- Related desks and changes since your last visitTell Plexii which desks belong together so its answers put them first, and see what changed on a desk and its related desks since you last looked.
- Turn a widget into its own deskRight-click a widget and choose Make this a Desk to start a new desk named after it, with a synced or independent copy of the widget on it.
- Duplicate widgets and keep copies in syncCopy a widget so the copies stay in sync, even on other desks, or make an independent copy that goes its own way.
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