Documentation · 25 pages
How the thing actually works.
Written against the running product, and each page says when it was last checked against it. Where something is a known limit rather than a feature, the page says that too.
Start here
What this is and how to get set up.
- What The Margin isOne workspace holding tasks, notes, money, habits and the people you share them with, plus a Mind that reads across all of it.
- Your first hourSign in, install it properly, put real work in, and let the first sync finish before you go anywhere without signal.
- Working offlineWhat works with no connection, what deliberately does not, and how conflicts resolve when two devices edited the same thing.
Doing the work
Boards, planner, notes, and canvases.
- Boards and cardsKanban and list views, card details, batch edits with undo, recurrence, WIP limits, and per-board locking.
- Planner, Today, and CalendarThree readings of the same due dates: a week you can drag, a day you can finish, and a month you can see.
- NotesMarkdown that stays markdown, folders and notes in one panel, wikilinks between them, and an Inbox for capture you have not filed yet.
- Whiteboards and CanvaAn infinite canvas for the thinking that refuses to become a list, and a design hub for the Canva files you already have.
- Templates and presetsCard templates for the work you write out repeatedly, and board presets for the structures you keep rebuilding.
The rest of life
Habits, money, focus.
- HabitsCheck-ins, streaks, heatmaps, and an accountability partner who can see whether you actually did it.
- Expenses and moneyCategories, budgets, multiple currencies at real rates, and splitting a bill with someone without either of you keeping a tally.
- Focus and JournalA timer that keeps running when you navigate away, and a journal that is a place to think rather than another thing to keep up with.
- Take a breakA tiny arcade game about catching your tasks before they hit the floor. It keeps score, and it keeps your streak off your conscience.
The Mind
What the workspace remembers, and who decides.
- The MindWhat your workspace remembers about your work and the people in it, where that memory comes from, and how to correct or delete any of it.
- Margin AIAn assistant that operates the product through the same tools you do, what one action costs against your allowance, and where it is not allowed to look.
- Curating the MindThe review queue at Organize, the people directory, and why the workspace asks before it believes anything.
Together
Households, teams, and sharing one thing with one person.
- Family workspacesRoles for the people in a household, chores that can be verified, allowances, points, and a House Cup if your family is that sort of family.
- Sharing and permissionsBoards are shared by membership, single items can go to a single person, and connections let you share with someone outside your workspace.
- Team hubThe shared home for a team workspace: members, who is around right now, shared boards, and what changed while you were away.
Control and connections
Plans, privacy, integrations, and your data.
- Plans and limitsWhat the free tier actually gives you, what the trial covers, what happens when a limit is reached, and where each ceiling sits.
- Your dataWhere it lives, how to get all of it out, what the Vault actually withholds, and what deleting something deletes.
- IntegrationsGoogle Calendar and Sheets as genuine two-way sync, signed webhooks, and Zapier or n8n for everything else.
- Agents and MCPConnect Claude, Cursor, or any MCP client to your workspace and give it the same 166 tools the built-in assistant uses.
- Keyboard shortcutsThe full map. Press ? anywhere in the app to see the same list without leaving what you are doing.
- Importing from other toolsNotion exports, Obsidian vaults, Excalidraw scenes, CSV boards, and plain markdown, with the folder tree intact.
- Themes and appearanceEight hand-built themes, each a full design system, and the character who lives in the margin.
For agents
Ask any page here for text/markdown and you get markdown instead of HTML. These three are the entry points.