Library Page
Understand how to manage your data.
The Library page is where all your work lives.
While the Home page shows what needs your attention, the Library is where you go to find, organise, and work with everything behind it.
Resource tiles
The page is built around resource tiles, with each tile representing a resource, such as Leads, Posts, Messages, or Appointments.
Each resource is a collection of objects.
An object is a single item within that resource. For example, in the Leads resource, a Lead object represents one specific person or business you are tracking. In Posts, a Post object represents a single piece of content.
As you work on something, its progress is tracked automatically. Each object moves through a series of stages, and its current position is shown by its status.
Every object starts in Draft, which is the empty starting point before any real work has been done. From there, it moves forward as you work on it.
For example, a lead might move from Draft, to Contactable, to Researched.
A lead becomes Contactable once you have a way to reach them, such as an email address or phone number.
It then becomes Researched once you’ve gathered enough information to understand who they are and how to approach them.
On the front of each tile, you’ll see a pie chart showing how your work is spread across these stages. This makes it easy to see overall progress and quickly spot where things might be getting stuck.
When you flip a tile, you’ll see the objects inside it. This is where you can browse, open, and work with your data.
Working with your data
Inside each resource, you can manage your objects directly.
You can create new objects, open existing ones, and update them as needed. When you select an object, it opens so you can view more detail and take action.
Objects can also act as folders, meaning they can contain subobjects. This allows you to structure your work in a way that makes sense to you.
As your data grows, this creates a clear hierarchy, similar to a file explorer, where you can move through nested objects without losing your place.
Filtering and Organisation
As your data grows, you can adjust what you see.
You can filter out completed or archived objects to focus on what’s still active. These filters are saved, so when you come back, the view stays the same.
You can also rearrange the layout of the Library. Resource tiles can be reordered or hidden depending on how you prefer to work.
Creating and managing objects
You can create new objects directly from each resource.
For example, you might add a new post, lead, or message from within its resource. You can also import or export data where supported.
Sharing options are available where relevant, allowing you to generate links or provide access as part of your workflow.
These controls are built into each resource, so everything you need is kept in one place.
Resource settings
Each resource has its own settings, which control how it behaves.
From here, you can:
- Set default values, which are automatically applied when new objects are created
- Define inheritance, which controls which attributes pass down to subobjects
- Configure automations, allowing you to set up triggers and rules that move work forward automatically
This allows you to shape how each resource works, rather than managing everything manually.
User and Company View
The Library changes depending on whether you’re working as yourself or viewing the company workspace.
In user mode, you’ll see your own objects. In company mode, you’ll see objects across the shared workspace, depending on your access.
This makes it easy to move between personal and team-level work without changing pages.
Summary
The Library is where your resources and objects are stored and managed.
It gives you a clear way to find, organise, and work with your data, while allowing you to structure it in a way that fits how you operate.
Read next: Overview Page
Continue to Overview Page.