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Creating Team Pages

Help Center > Tips

These tips are for organizations created prior to March 13, 2020. Visit if your organization is newer than that.

Think of a page as a living document. Each time someone edits a page, the changes are seen by others instantly, making pages a great place to brainstorm, share, update, and chat about all kinds of multi-media content in real time.

What are pages typically used for?

Co-authoring documents - multiple authors develop a single document simultaneously using built-in document-editing tools, including the ability to track, accept, and reject any contributor's changes.

Managing meetings - team members co-author a meeting agenda. The page is then used to host a video conference and keep the meeting on track. The page becomes a repository for meeting notes, files, assigned tasks, and progress updates.

Managing projects - team leaders create a new page as a headquarters for each new project. The page is typically used to assign tasks, set deadlines, share files, update change logs, etc. All team members meet on the page to develop content and share updates, giving the team leader the ability to monitor progress in real time on a single screen. These types of pages are often linked to other related project pages for easy reference.

Building dashboards and information displays - pages can be used to conduct surveys, collect lists of external links, and even embed external web content. Teams often create these types of pages as convenient launch points for routine processes such as monitoring performance or visiting regularly accessed websites.

Working with clients, contractors, etc. - pages are often shared with people outside of the organization. Clients, contractors, consultants, and other outsiders can be invited to pages as "Guests", allowing them to join meetings, contribute to ongoing projects, or simply view shared content.

Each team you create in Samepage has its own collection of pages capable of helping your team work with the following:

  • co-authored text
  • images
  • files stored in
    • Samepage
    • Box
    • Dropbox
    • Google Drive
    • Microsoft OneDrive
    • Egnyte
  • tasks
  • calendar events
  • spreadsheets & tables
  • maps
  • videos (from YouTube or Vimeo)
  • surveys
  • diagrams
  • social media snippets
  • code

You can add content to a page by looking for the "plus" sign 1 as you move your mouse around. Once you click on it, you'll be presented with plenty of options for adding content to your page.

Add Content to a Page

Comments on Pages

Comments can be added to the page either by posting them in the PAGE CHAT section to the right of the page or by attaching them to specific page content. In the example below, you can see comments have been attached to a task 1, and those comments are also displayed in the PAGE CHAT section 2.

Samepage Page Content Chat

On mobile devices, pages and their chat messages are separated into two screens. You can toggle between them by tapping the page chat icon in the lower right corner of your screen 1.

Samepage Page Content Chat on Mobile

Creating and Managing Pages

To create a page, select Teams in your dock 1, navigate to the team where you'd like to keep your page 2, select Pages from your team navigation bar 3, and then click "+New page" 4.

Create a New Page

Creating Templates from Pages

Pages can be saved as templates to make future use of the same page structure easy. This is especially useful when pages are used for repeating projects that follow a similar format every time. To save a page as a template, simply open the page menu 1, and then select "Make a template" 2. Your page will be saved as a template and is available for use when creating your next new page.

Samepage Page Templates

Page list options

By default, pages in a team's page list are sorted with the most recently updated pages at the top, but there are other popular ways to organize a team's page list.


Pages can be grouped together in folders 1. Simply drag a page onto the folder to place it inside. Upon clicking the folder, you'll be taken to a list of pages within, and you'll see the option to go back to the main list above.


Simply place a hashtag anywhere in the page title and you'll see it appear as a button in a page list 2. You can also include multiple hashtags in a title to categorize them in multiple groups. When clicking on a hashtag, the page list will be filtered to only show pages with the selected hashtag.

Sorting & Searching

A page list can also be sorted from A to Z, and it can also be searched for a specific page title. 3

Samepage Page Title With Hashtag

What should I learn about next?

Next, we recommend you check out our tips on communication tools.

Need to take a step back?

If you feel like you're missing something, check out our tips on inviting people.