Pages

Pages are collaborative rich-text documents. Standalone pages live in Pages. The same editor is also reused for task descriptions, offer descriptions, and report text blocks.

Open the feature

Open Pages from the sidebar.
If the entry is missing, an admin can enable it in System Settings → Sidebar. See System Settings.

What belongs here

Standalone documents that should stay visible in the Pages module.
Reusable drafts that may later turn into offers.
Embedded content owned by other features:
- task descriptions from Task management
- offer descriptions from Offers
- report text blocks from Reporting and insights

Standalone pages appear in the Pages list and can be shared across the app. Embedded pages stay attached to their owner record.

Create a page

Click New page to create a blank page.
New pages start with the default title.
Use Import on the overview page to create a page from .md, .markdown, or .docx.
Use Paste Markdown to create a page directly from copied Markdown text.

Edit a page

Click the title to rename it.
Edit the body with the rich-text editor.
The editor supports headings, lists, task lists, quotes, code blocks, tables, links, horizontal rules, highlight, bold, italic, underline, strike-through, and images.
Use the floating + insert menu to add common blocks, upload an image, or insert an image by URL.
You can also paste or drag image files directly into the page.
Selected images can be aligned, resized, downloaded, or removed from the page.
Type @ and at least two characters to find and insert a link to an app record. Results are limited to records and profiles available through your current Workspace access.
Press Cmd/Ctrl+F to search inside the current page and optionally replace matches.
If you paste plain-text Markdown into the editor, it is converted into rich content automatically.
Edits update the last-edited timestamp automatically.

Collaboration

Page content is stored in a collaborative ProseMirror document.
Multiple users can work on the same page without making manual copies.
Breadcrumbs show the page path when a page already has parent pages.

Organize and find pages

The overview opens as a grid of document previews. Switch to the table view when you need sortable columns.
Standalone pages, task descriptions, and offer descriptions share one overview. Filter Type to narrow it to pages, tasks, or offers; report text remains in Reports.
Search checks the title, visible content preview, and related record name.
Filter by status or last-edited date. Use the star beside search to show only favorites.
Results sort by last edit by default, falling back to creation time. Grid cards show a formatting-free content excerpt, type, and last edit.
Archived pages remain in the same overview under the status filter and can be restored from their row or card actions.
Embedded entries show which task or offer owns them.

Import and export

From a page detail view you can:

import a file into the current page
import a file and create a new page instead
paste Markdown into the current page
paste Markdown and create a new page instead
export the current page as Markdown
export the current page as Word (.docx)

Page actions

The page action menu supports:

share page
add or remove favorite
duplicate page
archive or restore page from the overview
delete page
create an offer from the current page

When a page is already attached to an offer, the action changes to a direct link back to that offer.

Select several cards or table rows to add or remove favorites, archive active pages, or restore archived pages in one action.

Create an offer from a page

You can turn a standalone page into a draft offer from the page action menu.

How it works:

Einblick reads the page text.
It tries to extract an offer title, positions, and a client organization.
The page is then attached as the offer description.

Requirements:

A default issuer organization must be set in System Settings → Naming. See System Settings.
The issuer organization itself is managed in Organizations. See Organizations.
If the client organization already exists, Einblick can try to match it by name.

Relations to other features

Tasks: task descriptions use the same editor and appear under the Task type filter. See Task management.
Offers: offer descriptions use embedded pages, and standalone pages can be converted into offers. See Offers.
Reports: report text blocks are stored as embedded pages, but they are managed from the report workflow. See Reporting and insights.
Chats: standalone pages can be mentioned and shared in chat as internal app links. See Chats.

Current limits

The page data model supports more than the current Pages screens expose.

Parent and child pages exist in the schema, but the current Pages UI does not expose a dedicated create-subpage or move-page flow.
Cover images, manual sort order, and parent reassignment exist in the schema and API, but the current Pages screens sort by last edit and do not expose manual reordering.
Report text pages use the same storage model, but the Pages overview intentionally excludes them.