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Desk tools

The desk menu, header quick actions, tool rail, templates, history and the AI helpers that work on a whole desk.

12 articlesIn Desks and the canvas

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.