# Fieldwerk Help Centre

> Guides to memos, collections, sharing, AI connectors and the Mac app.

The home page as Markdown: https://help.fieldwerk.ai/index.md

## Getting started

- [What Fieldwerk is](https://help.fieldwerk.ai/lnonp2z4uq/what-fieldwerk-is.md): Fieldwerk is where you and your AI keep things, build knowledge and do work. Memos hold it, collections group them, a workspace holds it all.
- [Get started with Fieldwerk](https://help.fieldwerk.ai/qnqypg3zni/get-started-with-fieldwerk.md): Sign up free, connect your AI, then let it save, recall, file and share your first memo. Seven steps, each linked to a full guide.
- [How Fieldwerk is organised](https://help.fieldwerk.ai/duysi66dh8/how-fieldwerk-is-organised.md): Memos are documents. Collections group memos and set who sees them. Notebooks group memos inside a collection. A workspace holds it all for a team.
- [Start in a workspace you've been invited to](https://help.fieldwerk.ai/6u4d21bj52/start-in-a-workspace-youve-been.md): Click Accept invitation in your email, sign in with that address and click Join. Read your collections' standing instructions, then connect your AI.
- [Support](https://help.fieldwerk.ai/8agbx1sqoa/support.md): Email support@fieldwerk.ai, or ask your AI to check this help centre. Where to go for billing, privacy requests, security reports, Terms and Pricing.

## Memos

- [Create and edit a memo](https://help.fieldwerk.ai/bviloypu9k/create-and-edit-a-memo.md): Click New memo in the sidebar, type a heading for the title, and start writing. Fieldwerk saves as you type, and several people can edit at once.
- [Format a memo with headings, tables, images and more](https://help.fieldwerk.ai/g0wr3sp5y1/format-a-memo-with-headings-tables.md): Type / to add headings, lists, tasks, tables, code and images, or type Markdown and it converts. Select text for bold, links and comments.
- [Comment on a memo and mention people](https://help.fieldwerk.ai/q4t0a4vevw/comment-on-a-memo-and-mention.md): Select text and click Comment to start a thread on that passage. Type @ to mention someone, assign the thread to them, and resolve it when it's done.
- [See and restore earlier versions of a memo](https://help.fieldwerk.ai/pncsjucznc/see-and-restore-earlier-versions.md): Every change to a memo is kept. Open View history from the memo's menu, pick a version and click Restore. Restoring is saved too, so you can undo it.
- [Lock, archive or delete a memo](https://help.fieldwerk.ai/0uxsg79ylw/lock-archive-or-delete-a-memo.md): Lock a memo to stop edits and comments. Archive it to make it read-only and hidden from lists. Move it to trash to delete it, with time to restore.
- [Find memos with search](https://help.fieldwerk.ai/zbw8gf0qqj/find-memos-with-search.md): Press Cmd+K (Ctrl+K on Windows) to find memos, collections and files or run a command. The box on My memos searches your memos' full text.
- [Present a memo as slides](https://help.fieldwerk.ai/a0nbtkb8z5/present-a-memo-as-slides.md): Choose Start presentation from the memo's menu. Each divider starts a new slide, the arrow keys move between them, and Esc finishes.

## Collections and notebooks

- [Organise memos into collections](https://help.fieldwerk.ai/saoun9xu7f/organise-memos-into-collections.md): A collection groups a project's memos for your team and your AI. Create one from the sidebar or All collections, then use + Add to collection.
- [Group memos inside a collection with notebooks](https://help.fieldwerk.ai/0ze3d1lmmz/group-memos-inside-a-collection.md): A notebook splits a collection into smaller sets, like one per client, without re-sharing. It has its own views and instructions. Use New notebook.
- [Track work with properties](https://help.fieldwerk.ai/hp1532ap47/track-work-with-properties.md): Properties like status, owner and due date let you run memos on a board or calendar. Add them in View settings, Edit properties. Your AI sets them too.
- [See a collection as a list, board, table, calendar or timeline](https://help.fieldwerk.ai/riqjfipirh/see-a-collection-as-a-list.md): Views are saved tabs showing memos as a list, board, table, calendar, timeline or canvas. Add view, then filter, sort, group and Save for everyone.
- [Give a collection standing instructions](https://help.fieldwerk.ai/wn60xwy68v/give-a-collection-standing-instructions.md): Standing instructions are a collection's brief: what belongs, naming, which properties to set. Your AI follows them. Add them in the Instructions tab.
- [Keep the collections you use close at hand](https://help.fieldwerk.ai/pen05he959/keep-the-collections-you-use-close.md): Star collections as favourites, add active ones to Focus, and group the sidebar by collection tags. Pin key memos to the top of a collection.
- [Sync a collection with a GitHub repo](https://help.fieldwerk.ai/pxb7sp8ilx/sync-a-collection-with-a-github.md): Keep a collection in a GitHub repo as Markdown, in step both ways. An admin connects GitHub in Workspace settings, then pick a repo in the collection.

## Working as a team

- [Set up Fieldwerk for your team](https://help.fieldwerk.ai/u7blg2dr3e/set-up-fieldwerk-for-your-team.md): Set up a team in this order. One Pro workspace, invite people, share collections at the right level, write instructions, then connect each person's AI.
- [Run a project together in a collection](https://help.fieldwerk.ai/ghlrze8efc/run-a-project-together.md): Give each project a collection, with notebooks for kinds of memo, a board by status, owners and due dates, and your team's AIs keeping it current.
- [How everyone's AI works in the same workspace](https://help.fieldwerk.ai/q0s6hytaw8/how-everyones-ai-works.md): Each person connects their own AI. It works as them, its edits carry their name, and standing instructions give every AI in the workspace the same brief.
- [Review and sign off work as a team](https://help.fieldwerk.ai/d6gperrn37/review-and-sign-off-work.md): Comment on the passage, assign the thread to whoever must act, resolve it when done, then lock the finished memo. History keeps who changed what.

## Files, versions and artifacts

- [Add files and links](https://help.fieldwerk.ai/7em790nrmb/add-files-and-links.md): Attach files and links to a memo, collection or notebook. Files up to 25 MB (video 50 MB Free, 500 MB Pro); storage 50 MB Free, 2 GB Pro.
- [Upload a new version of a file](https://help.fieldwerk.ai/df7d4mund9/upload-a-new-version.md): A new version of a file keeps the same link, so every memo, view and artifact using it shows the new one. Older versions stay in its history.
- [Build an artifact that shows your data](https://help.fieldwerk.ai/b2us0x6yyp/build-an-artifact-that-shows.md): An artifact is an HTML page, like a dashboard, that reads CSV, TSV and JSON files in its notebook or memo once allowed. Update a file and it updates.

## Sharing and publishing

- [Share a memo with a link or with people](https://help.fieldwerk.ai/tl52qpf3a2/share-a-memo-with-a-link.md): Click Share on a memo. Invite people or guests at View, Comment or Edit, or turn on the link so anyone with it can open it, with an optional password.
- [Share a collection with your team](https://help.fieldwerk.ai/vm1glqkmoq/share-a-collection-with-your-team.md): Open Collection settings, Access to share a whole collection with everyone in the workspace at one level, or with only the people and groups who need it.
- [Publish a collection as a read-only page](https://help.fieldwerk.ai/x1lutymwir/publish-a-collection-as-a-read.md): Turn a collection view into a public read-only page or help centre that updates as you edit. Choose what's shared, set a password or expiry, Go live.
- [Put a published collection on your own domain](https://help.fieldwerk.ai/kyfz9b92ot/put-a-published-collection.md): Show a published collection at your own address, like help.yourcompany.com. An admin adds it in the Publish tab and you add one DNS record. Pro.
- [Share a file](https://help.fieldwerk.ai/hgafw0au41/share-a-file.md): Open a file and click Share to turn on its link, without sharing its memo or collection. Add an optional password and choose whether they can download.

## Workspaces, members and billing

- [Invite people to your workspace](https://help.fieldwerk.ai/907zlfzwgv/invite-people-to-your-workspace.md): Invite your team from Workspace settings, Members; the role sets what they see and if they take a seat. Share single memos with clients as free guests.
- [How member types work](https://help.fieldwerk.ai/sx2fr6z3n6/how-member-types-work.md): Full members reach everything shared with the workspace, limited members only chosen collections, and guests only chosen memos, with no seat.
- [Manage your workspace settings](https://help.fieldwerk.ai/uqqr752blk/manage-your-workspace-settings.md): Owners and admins use Workspace settings for members, groups, security, share links, AI instructions, billing, and the workspace's name and avatar.
- [Choose a plan and manage billing](https://help.fieldwerk.ai/h2165qrkw6/choose-a-plan-and-manage-billing.md): Free is for one person and never expires. Pro is US$5 (NZ$10) per member a month, limited members US$3 (NZ$5), with 2 GB storage. Owner manages billing.

## Working with AI

- [What AI assistants can do in Fieldwerk](https://help.fieldwerk.ai/llsyyuio9f/what-ai-assistants-can-do.md): From a chat, your AI can do what you do with memos and collections: save, find, organise, review, share and build artifacts. Admin and billing stay in the app.
- [Your first week with your AI assistant](https://help.fieldwerk.ai/sniwdjoar3/your-first-week-with-your-ai.md): Seven prompts, one a day, that hand your filing, summarising and comment round-trips to your AI, each with what you'll have afterwards.
- [Connect Claude to Fieldwerk](https://help.fieldwerk.ai/pz1hhc2mwy/connect-claude-to-fieldwerk.md): Add Fieldwerk from Claude's connector directory (a Community connector) or by https://mcp.fieldwerk.ai/mcp, then approve it. Web, Desktop and Code.
- [Connect ChatGPT to Fieldwerk](https://help.fieldwerk.ai/exh83fg13f/connect-chatgpt-to-fieldwerk.md): Any ChatGPT plan, Free included. Turn on developer mode, add https://mcp.fieldwerk.ai/mcp, approve it in Fieldwerk, and allow its actions.
- [Connect other AI tools to Fieldwerk](https://help.fieldwerk.ai/ncqwmkwsa2/connect-other-ai-tools-to-fieldwerk.md): Any MCP-capable AI tool can work in Fieldwerk at https://mcp.fieldwerk.ai/mcp. Steps for Codex, Cursor, VS Code, Windsurf, Zed and v0.
- [Bring a memo or collection into any chat](https://help.fieldwerk.ai/ae94aluice/bring-a-memo-or-collection-into.md): Paste a memo or collection link into a chat, or ask your AI to find it. Connected, it reads with your access, collection instructions included.
- [How Fieldwerk and your AI's memory work together](https://help.fieldwerk.ai/v5oc6fs3sd/how-fieldwerk-and-your-ais-memory.md): Your AI's memory keeps what it picks up; Fieldwerk keeps what you choose to save. Together a new chat can start from far more of what you know.

## Tips

- [Set up your workspace so AI assistants understand it](https://help.fieldwerk.ai/b9gmo5h48t/set-up-your-workspace-so-ai.md): Give your workspace, collections and key memos short descriptions and instructions, and tell your repos when to use Fieldwerk, so your AI files well.
- [Make a hub memo that links a project together](https://help.fieldwerk.ai/6r0518sdim/make-a-hub-memo-that-links.md): Have your AI write one hub memo linking a project's memos, with a line on why each matters. It gives people and their AI one way in.
- [Start messy and let your AI restructure later](https://help.fieldwerk.ai/ouiy1vj19q/start-messy-and-let-your-ai.md): Save things as they come, then ask your AI to propose collections, notebooks and properties once a pattern shows. You approve, and can redo it anytime.
- [Keep a guide current by having your AI update it after you correct its work](https://help.fieldwerk.ai/ct5l8hgsqf/keep-a-guide-current-by-having.md): When you fix your AI's work, ask it to compare your edits with its draft and update the guide or instructions it used, so the fix carries forward.
- [Get better results by bringing better context in](https://help.fieldwerk.ai/6ttrzji8x0/get-better-results-by-bringing-better.md): Start a chat with the memos, collections and instructions that matter, and save what's worth keeping at the end. Better context in, better work out.
- [Build context your team owns, not one person's chat history](https://help.fieldwerk.ai/vqja3dbtg2/build-context-your-team-owns-not.md): Save the team's useful AI work into shared collections and write down how things are done as standing instructions, so everyone's AI works from it.
- [Write an organising brief as a memo](https://help.fieldwerk.ai/enndk9gljh/write-an-organising-brief.md): Before a big tidy-up, write how you want things organised in a memo and ask your AI to follow it. You get the structure you meant, and can reuse it.
- [Run a structured team trial](https://help.fieldwerk.ai/ibirh140ut/run-a-structured-team-trial.md): Bringing Fieldwerk to your team? Start with one real piece of work, share something useful from it, and give people small things to try with their AI.

## Desktop app

- [Install the Fieldwerk Mac app](https://help.fieldwerk.ai/siac5eoxz0/install-the-fieldwerk-mac-app.md): The Mac app gives Fieldwerk its own window with tabs, a menu bar icon, quick notes and two-way folder sync. Apple silicon only; updates itself.
- [Sync a collection to a folder on your Mac](https://help.fieldwerk.ai/8xgcrllyuo/sync-a-collection-to-a-folder.md): The Mac app keeps a collection in step both ways with a folder of Markdown files, so any editor or coding agent can write memos. You decide conflicts.

## Security and privacy

- [Sign in and keep your account secure](https://help.fieldwerk.ai/nq5d4zu1kl/sign-in-and-keep-your-account.md): No password. Sign in with an email code, Google, Microsoft or a passkey. Turn on two-factor under Profile, Security; Pro can require it of everyone.
- [How Fieldwerk protects your content](https://help.fieldwerk.ai/nhjykbcozw/how-fieldwerk-protects-your-content.md): Only the people, links and AI tools you allow can open your content. Data is encrypted in transit and at rest, and artifacts run in a sandbox.
- [Delete your account or workspace](https://help.fieldwerk.ai/lywput0uea/delete-your-account-or-workspace.md): Delete your account in Personal settings, Account, once you've left every workspace. Owners delete a workspace in Workspace settings, Manage.