Platform / Running the work
Pages that hold the real work, not a copy of it
Wikis, briefs, proposals and client portals as nested pages. Drop in a live task, contact, file, form or contract and it stays current, while each reader sees only what they're allowed to see.
Everything for the release lives here. The tasks and files below are live, so they're always current.
What you get
- Nested pages in team, private and project folios
- Text, to-dos, toggles, callouts, tables, code, images and video from the / menu
- Live embeds of tasks, contacts, files, galleries, forms, products, contracts and orders
- Live tables of a project's tasks or a contact list
- Real-time editing, inline comments and @mentions
- Version history with named versions and restore
- Templates for SOPs, wikis, meeting notes, proposals and client portals, or save your own
- View, comment, edit and full access per page, inherited by subpages
- Share links with a password and expiry, read-only or for comments
- Publish a folio to your site, with a theme and its own search
How it connects
- ProjectsEvery project gets a folio its people can already see, and tasks tick off from the page
- CRMEmbed a contact or a live contact list
- FilesEmbed a file or a whole gallery
- FormsReaders fill in a form without leaving the page
- CommercePut a product, service, contract or order in a proposal
- ProfilesGuests see only the pages shared with them
- SitesPublish a folio at a site's root or under a path
Embedding a record never shares it
A page only points at the records it holds. Someone who can read the page but not the record sees a placeholder, until you decide what they get: shared through the page, a frozen snapshot, or nothing at all. Before a page goes public, Folio asks about every embed the public couldn't see.
- Each embed is linked, shared through the page, a snapshot, or hidden
- Revoking a share removes it at once, even from published pages
- Private folios that even workspace admins can't open
- Published pages change only when you publish again, or automatically if you choose
Replaces Notion and Confluence. See how switching works
Folio is included in every seat, with the other thirteen modules
$20 per seat per month with every module included, and your data exports whenever you want.