Multi-Homing Records

Multi-homing lets a single record appear in more than one workspace at the same time. Unlike copying a record, the multi-homed instance is the same record — edits, custom field values, comments, attachments, and checklists stay in sync everywhere it appears.

When to use it

• Cross-team visibility — a deal that lives in Sales also needs to show up in Onboarding’s pipeline.
• Shared work without duplication — a marketing brief belongs to both the Content workspace and the Q3 Campaign workspace.
• Avoid copy-paste drift — instead of duplicating a record and trying to keep two copies in sync, multi-home it once.

Adding a record to another workspace

1. Open the record.
2. Open the record’s action menu.
3. Pick Add to workspace (or drag the record from one workspace’s sidebar entry onto another).
4. Choose the target workspace and the list it should land in.

The record now appears in both workspaces. The list position is independent — the record can be in different lists in each workspace it lives in.

What stays in sync

The following are shared across every workspace the record lives in:

• Record name and description
• Custom field values that exist on both workspaces
• Comments and chat
• Checklists and checklist items
• File attachments
• Cover image
• Assignees, tags, dates

What is workspace-specific

These belong to the record’s instance in each workspace:

• The list it sits in — the record can be in “To do” in one workspace and “In review” in another.
• Workspace-only custom fields — a custom field that only exists on Workspace A only stores a value while viewed there.
• Position within a list — drag-order is independent per workspace.

Removing from a workspace

Open the record’s action menu in a workspace and pick Remove from this workspace. The record stays in every other workspace it lives in. Removing it from the last remaining workspace deletes the record entirely.