Managing Spaces

Once you've created a space, you can customize it by adding tools, organizing them into groups, including useful links, and optionally displaying live metrics. All space management happens through edit mode.

Entering edit mode

To modify a space, click the Edit button in the top-right corner. This activates edit mode, where you'll see:

• Drag handles next to items you can reorder
• Edit and delete buttons on each item
• "Add" buttons at the bottom of each section

Click Done when you're finished editing to return to the normal view.

Adding tools

Tools are the actions your team will use day-to-day. Each tool in a space corresponds to an action defined in your Keel schema.

To add a tool:

1. Enter edit mode by clicking Edit
2. Click Add tool (or Add action within a group)
3. Select the action from the dropdown
4. Optionally customize the display:
   • Title — A friendly name (e.g., "Receive Goods" instead of createGoodsReceipt)
   • Description — Help text explaining when to use this tool
5. Click Add

If you're adding multiple tools at once, toggle Add more to keep the dialog open after each addition.

Editing a tool

To change a tool's display settings:

1. Enter edit mode
2. Click the edit icon next to the tool
3. Update the title, description, or select a different action
4. Click Save

Removing a tool

1. Enter edit mode
2. Click the delete icon next to the tool
3. Confirm the deletion

Removing a tool from a space doesn't affect the underlying action. It only removes it from this space.

Organizing with groups

Groups let you organize related tools together. For example, a warehouse space might have groups for "Receiving", "Picking", and "Inventory".

Creating a group

1. Enter edit mode
2. Scroll to the bottom and click Add group
3. Enter a Title (required) and optional Description
4. Click Save

Editing a group

1. Enter edit mode
2. Click the edit icon next to the group heading
3. Update the title or description
4. Click Save

Deleting a group

1. Enter edit mode
2. Click the delete icon next to the group heading
3. Confirm the deletion

When you delete a group, any tools within it are also removed from the space. The underlying actions remain in your schema. They're just no longer displayed in this space.

Reordering with drag and drop

In edit mode, you can reorganize your space by dragging items:

• Tools — Drag tools to reorder them within a group, or move them between groups
• Groups — Drag entire groups to change their order

Look for the drag handle (the six-dot icon) on the left side of each item. Drag indicators appear to show where the item will land.

Changes save automatically as you drag.

Adding links

Links provide quick access to external resources like documentation, carrier portals, supplier websites, or internal wikis. Links appear in the right sidebar of your space.

Creating a link

1. Enter edit mode
2. In the "Useful links" sidebar, click Add a link
3. Fill in the fields:
   • Title — Display text for the link
   • Description (optional) — Additional context
   • URL — The full URL including https://
4. Click Save

The link's favicon is automatically fetched from the URL.

Editing a link

1. Enter edit mode
2. Click the edit icon next to the link
3. Update the title, description, or URL
4. Click Save

Removing a link

1. Enter edit mode
2. Click the delete icon next to the link
3. Confirm the deletion

Adding metrics

Metrics display live counts from your data at the top of a space. A warehouse space might show "Orders to Pick" or "Low Stock Items" as real-time numbers.

Metrics execute list actions and display the total count of matching records.

Creating a metric

1. Enter edit mode
2. In the metrics section, click Add metric
3. Select a list action from the dropdown (only list actions are available)
4. Customize the display:
   • Title — What to call this metric (e.g., "Open Orders")
   • Description (optional) — Additional context (shown as a tooltip)
5. Click Add

The metric immediately begins displaying live data from the selected action.

Editing a metric

1. Enter edit mode
2. Click the edit icon on the metric card
3. Update the title, description, or source action
4. Click Save

Removing a metric

1. Enter edit mode
2. Click the delete icon on the metric card
3. Confirm the deletion

Copying spaces

Spaces can be copied to other environments or duplicated within the same environment. This is useful for promoting tested configurations from staging to production.

For full details on what gets copied, step-by-step instructions, and best practices, see Copying Spaces.

Editing space details

To change a space's name or icon:

1. Enter edit mode
2. Click the edit icon next to the space name in the header
3. Update the name or select a new icon
4. Click Save

Deleting a space

To permanently delete a space:

1. Enter edit mode
2. Click the delete button (trash icon) in the header
3. Confirm the deletion

Deleting a space removes all its tools, groups, links, and metrics. The underlying actions in your schema are not affected. Members lose access to the space but remain project members.