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Portfolios and folders

Portfolios and folders

A portfolio is a folder. It holds blueprints, standalone diagrams, links and notes, and it can hold other portfolios.

Main

Every workspace has a Main portfolio, created automatically. Anything you make without choosing a home lands there. It cannot be deleted.

One home each

An item is in exactly one portfolio at a time. Filing is a move, not a copy.

If you want the same blueprint to appear in two places, link to it from a note or embed it. Duplicating it means maintaining two.

Ownership

A portfolio is owned by you, a team, or an organisation, the same three owners as everything else. A portfolio's owner and its contents' owner are independent: filing an organisation blueprint into a personal portfolio does not make it yours.

Nesting

Subfolders go as deep as you want. Two or three levels is usually enough.

A portfolio can also hold plain links and short notes, so a folder can keep the context around a set of blueprints: the ticket, the decision record, the "read this first".