Page widget

A Page is a structured document that lives on your desk. Give it headings, bulleted and numbered lists, to-do lists you tick off, quotes, code blocks and tables. AI draft writes a section from your request and shows it to you before anything goes in, and Make living turns the page into a summary of the desk that keeps itself up to date.

Use a Page for a project brief, a plan with sections, meeting notes with action items, or research findings. For a single note you will copy out or export as a file, use a Markdown widget instead.

More about this widget Coming soon

Before you start

• The Page widget is included on every plan.
• AI draft, Set up with AI, Make living and AI Assist need AI to be set up: PlexiDesk credits while you are signed in, or your own Anthropic key. See AI credits and where your AI runs Coming soon.

Add a page

1. Open the desk.
2. Click Add widget in the middle of the header.
3. Click Page.

The page appears beside the widget you touched last.

Other ways to add one:

• Quick-add key. Click an empty part of the desk so that no widget is selected, then press P. See Add widgets with a single key.
• Tool rail. Rest the pointer on the tool rail at the right of the desk, click Add widget, and click Page under Notes. You can drag the tile to the exact spot you want.
• Command palette. Press ⌘ K on a Mac or Ctrl K on Windows and choose Add Page.
• From another widget. Right-click another widget's title bar, or text you have selected in it, and choose Create & link > Page. The new page appears to the right of it, linked to it. It starts with a copy of the text you selected, or of all the text when you right-click a Sticky, Note or Markdown widget.

In the Add widget menu, Page is in the Write & capture column, after Markdown. You can also type page in Search widgets… at the top of the menu and press Enter to add the first match.

Import file… turns a file on your computer into a page. Rest the pointer on the tool rail, click Add widget, then Import file… and choose a file. A .md file arrives with its headings, lists, task lists, quotes and code blocks; a .txt file arrives as paragraphs; and a .json file that is not a list of records arrives as a page showing the data. See Turn a file into a widget.

Write and format

Click in the page and start typing. An empty page shows Start writing… press / for blocks, or click AI draft above. Your writing saves as you type.

The / menu

1. Type / where you want a block. A menu opens at your cursor.
2. Click Heading 1, Heading 2, Bullet list, Numbered list, Todo list, Code block, Quote or Divider. AI prompt opens AI draft (see below).

The / you typed is removed and the block is added. To close the menu without choosing, press Esc.

Shortcuts as you type

At the start of a line, type one of these followed by a space:

Type three backticks and a space for a code block. For bold and italic, select the words and press ⌘ B or ⌘ I on a Mac, or Ctrl B or Ctrl I on Windows.

To-do lists

Add a Todo list from the / menu, or type [ ] and a space. Click a box to tick an item off.

Paste markdown and tables

Paste markdown from anywhere and it arrives formatted. A markdown table, with a header row, a row of dashes and then one row per line, becomes a real table you can type in.

Draft with AI

AI draft writes content from your request and shows it to you first. Nothing goes into the page until you click Insert.

1. Click in the page where you want the new content to go.
2. Click AI draft at the top of the page, or type / and choose AI prompt. The AI assistant panel opens at the bottom of the page.
3. Type what you want, for example Write a meeting agenda for Thursday's launch review, with timings. Include the topic, the sections you want and any details, because AI draft writes from what you type here. You can type @ to name a desk, widget, document or person in your request.
4. Click Draft, or press ⌘ Enter on a Mac or Ctrl Enter on Windows.
5. Read the draft under Preview — review before inserting.
6. Choose what to do with it:
   • Insert adds it to the page at your cursor, with its headings, lists and to-dos in place.
   • Regenerate writes a new version. You can change your request first.
   • Discard throws the draft away and keeps the panel open for a new request.

To close the panel, click × at its top right.

Set up an empty page with AI

On an empty page, AI can propose a whole outline from what the desk is about. It looks at the desk's name and notes, the page's title and the other widgets on the desk.

1. Click Set up with AI at the bottom of the empty page.
2. The Set up with AI window shows a Page outline: the headings it proposes, usually with a one-line description above them.
3. To steer it, type what to focus on in the box at the top, then press Enter or click Redraft.
4. Click Set up. The page fills with the headings and a short paragraph or list under each one.

To close the window without changing anything, click Cancel.

The sparkle button at the start of the page's title bar opens the same window. On an empty page it reads Write with AI, and its tooltip says Draft the page: headings, then sections under them. Once the page has writing, the button reads Rewrite with AI and proposes a new page; clicking Set up then replaces what is on the page. To keep your writing and add to it, use AI draft instead. See Use a widget's AI button.

Make it a living page

Make living, at the top of the page beside AI draft, turns the page into a summary of everything on the desk. AI writes it from the other widgets and keeps it up to date as they change. While a page is living, its text is written for you; to edit it again, convert it back to a manual page. See Keep a living summary of a desk.

Rewrite text with AI Assist

1. Select some text on the page and right-click it.
2. Choose AI Assist, then an action such as Expand, Summarise, Change Tone or Translate.
3. Read the result. Click Apply, Copy, Regenerate or Discard.

Apply puts the result in place of your selection where it can. When it cannot place it exactly, for example when your selection runs across headings or lists, it adds the result as a new sticky beside the page, linked to it, and leaves the page as it was. See AI Assist: rewrite, summarise and translate text.

Copy, move and share

On a page, select the text you want before you copy or move it. To select the whole page, click in it and press ⌘ A (Ctrl A on Windows).

• Copy the text. Press ⌘ C (Ctrl C on Windows), or right-click the selection and choose Share > Copy text.
• Copy it into another widget. Right-click the selection, choose Create & link, and under Copy into pick Sticky, Note or Markdown. A new widget appears to the right with a copy of the text, linked to the page.
• Share the page. Right-click the title bar and choose Share > Share.... See Share a widget, document or file Coming soon.
• Live view. When you publish a live view of the desk, people with the link see the page as a document. See Publish a live view of a desk.

A page has no file export. To save its text as a file, copy it into a Markdown widget and use Export as HTML or Export as PDF there. See Markdown widget.

Good uses

• A project brief with Goals, Scope, Risks and Next steps sections.
• Meeting notes with a to-do list of actions you tick off on the desk.
• A plan drafted with AI draft, then edited in your own words.
• A transcript or summary sent from a Voice note, tidied into sections.

Common questions

I typed / and a menu appeared

That is the / menu for adding blocks. Press Esc to close it and carry on typing.

Where does AI draft put the text?

At your cursor in the page. Click where you want it before you click Insert.

Can I edit a living page?

Convert it back to a manual page first. Its current text stays and becomes editable. See Keep a living summary of a desk.

Page or Document widget?

A Page is a document that lives on the desk. For a full document with page layout, comments and Word import and export, add a Document widget, which holds a PlexiiDocs document.

Related tasks

• Write and capture widgets
• Keep a living summary of a desk
• Markdown widget
• Voice note widget
• AI Assist: rewrite, summarise and translate text
• Add a widget to a desk