Managing Library settings

Workspace managers can shape how Library classifies clusters and organizes its grounded documents. Open Settings → Library. Other members can use Library, but cannot change these workspace-wide settings.

Manage cluster types#

Cluster types determine the pills, card labels, and classifications shown in Library. The core types—Project, Decision, Person, Client, Topic, and File—always remain available. You can rename their display labels and change their numeric order, but you cannot retire them.

To add a custom type, enter a stable lowercase slug with hyphens, a display label, and its order, then choose Add. A custom type can later be Retired so Library stops assigning it to new or refreshed clusters. Choose Restore to make it available again.

Manage document sections#

Document sections control the ordered structure used when Library compiles a living document. The defaults are Where it stands, Key decisions, Open items, and How we got here.

You can rename or reorder core sections and add custom sections. Retire or restore custom sections the same way as custom cluster types. Saving a change increments that taxonomy's revision and schedules affected cluster documents to refresh; the existing last good document remains available while recompilation runs.

Review and revert changes#

Taxonomy history lists recent edits with their time and a Revert action. Revert applies the recorded prior state as a new audited change, increments the revision, and refreshes affected documents. It does not erase history. Each history entry can be reverted once; after the compensating change succeeds, its Revert action is no longer offered.

A revert is available only while the referenced state can still be restored. If related configuration has since been removed or otherwise made incompatible, Library leaves the current configuration unchanged.