Retain App: Workspaces

Workspaces

Workspaces help you organize your meetings, calendar events, emails, and documents into separate project spaces. Instead of sifting through everything at once, you can focus on what's relevant to a specific area of your work.

Getting Started

When you first set up Retain, workspaces are created automatically based on your onboarding profile. You can start using them right away or customize them to fit how you work.

Filtering by Workspace

Click the workspace icon on your home screen to filter your view by workspace. This gives you a focused look at what's happening in each project space.

You can also filter by workspace in the left column of each tab: Memories, Calendar, Threads, and Assets.

Creating a New Workspace

On the home screen, scroll the workspaces bar all the way to the right

Click the + icon

Enter a name and choose an icon for your workspace

Optionally, add an AI prompt to help Retain automatically group related items into this workspace

Organizing Tasks by Workspace

After summarizing a meeting, select Classify tasks to automatically assign tasks to the appropriate workspaces. This helps keep your to-dos organized without manual sorting.