Knowledge workflow 3 min read 2026-11-09
Organize a Project with Documents, Whiteboards, and Spreadsheets
Use an infolio document for the brief, a whiteboard for the flow, and a spreadsheet for tracking and calculations. Keep them in the same project folder.
Quick answer
A project can have a written brief, a visual plan, and a worksheet. Create the page type that fits each task and organize them in one folder.
Start with a brief
Create a document in the project folder. Use headings, lists, to-dos, and images to record context, decisions, and next steps.
Map relationships on a whiteboard
Use shapes, text, and connecting lines to draw processes or show how ideas relate.
Track numbers in a spreadsheet
Record budgets, dates, and quantities in a workbook. Use formulas for calculations and filter or sort to review the rows you need.
FAQ
How can I find these pages again?
Open the project folder in the document tree, add frequently used pages to favorites, or use global search.