Getting started

Create or open a workspace

On first launch, choose a workspace template:

• Personal for inbox, projects, areas, library, and journal.
• Project for one outcome with mixed working resources.
• Research for questions, sources, notes, experiments, and outputs.
• Data Lab for sources, datasets, queries, notebooks, and reports.
• Blank for only the readable workspace manifest.

Choose a title and location. Lattice writes a lattice.yaml file into that directory; it does not upload or relocate the folder.

Use Open workspace… when the directory already contains a Lattice manifest. The First Look sample workspace is useful when you want populated pages, canvases, data apps, datasets, notebooks, tasks, workflows, and artifacts to explore safely.

Learn the shell

• Activity rail: files, search, proposals, settings, and optional terminal.
• Resource tree: folders and resources in the real workspace directory.
• Tabs: open resources; back and forward preserve navigation context.
• Main surface: the editor or renderer for the selected resource.
• Inspect: links, history, schema, source, permissions, and diagnostics.

The tree supports rename, drag-to-move, multi-select with ⌘/Ctrl-click, range selection with Shift-click, and OS Trash for deletion.

Your first ten minutes

1. Press ⌘/Ctrl+P, choose New page, and give it a title.
2. Type / for block commands or [[ to link another page.
3. Press ⌘/Ctrl+N and save a Quick Note into the workspace inbox.
4. Press ⌘/Ctrl+K and search for text from either note.
5. Open Inspect → Links to see backlinks.
6. Create a Table from the command palette or import a CSV.
7. Create a Canvas, choose Place resource, and place the page and table.
8. Open the workspace directory externally and confirm the Markdown, Canvas, and .data package are ordinary resources on disk.

Saving and external edits

Page edits autosave through the command core. ⌘/Ctrl+S saves immediately. If another program changes an open file, Lattice reloads it when safe or shows a conflict instead of overwriting either version.

Next: Pages and capture or Tables and data apps.