Manage Spaces and collections
Create and organize Spaces and Collections to hold your structured QA data.
This feature is being gradually rolled out to customers.
Create a Space
In the sidebar, open the Spaces tab.
Select Create Space.
Enter a name for the Space.
Choose a starter template, or select Blank to start with just a Title field.
Select Create Space.
The Space opens immediately with one Collection already created based on the template you chose. From the Space overview, you can also click Open collection on each collection to move straight into its full-page view.
Rename a Space
Open the Space you want to rename.
Select the Space name menu (⋯) at the top of the sidebar.
Select Rename.
Enter the new name and confirm.
Delete a Space
Open the Space you want to delete.
Select the Space name menu (⋯) at the top of the sidebar.
Select Delete space.
Confirm the deletion.
Deleting a Space hides it and all its Collections, but the data is recoverable. Contact support if you need to restore a deleted Space.
Add a collection
Open the Space where you want to add a Collection.
Select Add collection at the bottom of the sidebar.
Choose With AI when you want the assistant to draft the collection name and columns from a short description. Choose Blank collection when you want to define the fields yourself, or From a file when you want to create the collection from a CSV or JSON file.
If you chose With AI, describe what you want to track. The assistant drafts the collection name and columns so you can review and edit them before creating the collection. Nothing is created until you confirm.
If you chose Blank collection, enter a name for the Collection and confirm.
If you chose From a file, upload a CSV or JSON file or choose one from the Space's connected Files. Review the inferred columns before importing the rows. CSV or JSON artifacts created by workflows connected to the Space also appear in the same list.
Rename a collection
In the sidebar, hover over the Collection name and select the menu (⋯).
Select Rename.
Enter the new name and confirm.
In the sidebar, you can drag the handle next to a collection name to reorder collections. The order is saved for your own view.
Archive a collection
In the sidebar, hover over the Collection name and select the menu (⋯).
Select Archive collection.
Confirm the action.
Archiving hides the Collection and all its rows, but the data is retained and can be recovered.
Viewing connections in a Space
Open the Space you want to inspect.
On the Space overview, click View connections.
On the Connections screen, review the linked rows and collections in that Space.
Use the search box to filter rows or collections.
Click the back button to return to the Space overview.
As you trace connections, you can preview the titles of related rows together with the collection each row belongs to.
Manage workflows in a Space
Open the Space you want to work in.
In the Workflows section on the Space overview, choose one of the following.
Click Create workflow to start a new workflow that is linked to this Space. In the creation dialog, you can start from scratch, duplicate a template, or import a YAML or
.genesisworkflowfile.Open the add menu next to Create workflow, click Link existing workflow, and then select a workflow from the current workspace.
Review linked workflows from the same Workflows section.
To remove a linked workflow from the Space, open that workflow's menu and click Unlink.
Linked workflows display their labels below the workflow name. Use the Labels filter to narrow the list, and edit labels from each workflow row's menu.
Edit schema (columns)
Customize the columns of a Collection by editing its schema. If you only want to change which fields appear in the table, use Columns in the collection view. You can choose the visible fields, including long-text fields, and their order, and that table setting is shared for the collection.
Open the Collection whose schema you want to edit.
Select Edit columns (pencil icon near the column headers).
In the schema editor:
Select Use AI to describe the columns you want to add or change in natural language. Review the proposed columns before saving, and adjust their labels or types manually if needed.
Select Add field to add a new column. Enter a label and choose a type.
Select an existing field to rename it, change its type, mark it as required, or edit its options (for Select fields).
Drag a field to reorder it.
Select Archive on a field to hide it without deleting its data.
Select Save schema to apply changes.
Some schema changes affect existing data. When you save, the editor lists any risks — for example, changing a field's type may cause existing values to display incorrectly, and archiving a sub-collection field hides its nested data permanently (it cannot be restored from the editor). Review these warnings before confirming.
See also
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