Notes, docs and project plans, right inside ERPNext

Folio is a Notion-style workspace built as a native Frappe app. Your team writes pages, plans projects and tracks tasks in one place, and every project and task in Folio is the real ERPNext record. Nothing is copied, nothing is synced, and the same people see the same things as in ERPNext.

Why Folio

Most teams on ERPNext keep the project plan in a Google Doc, the tasks in ERPNext and the meeting notes in someone's inbox. Folio puts all three in one place, on top of the data you already have.

Pages that feel like Notion

• Nested pages, drag and drop, favourites, emoji icons and covers

• / menu for any block: headings, checklists, callouts, code, tables, images, sub-pages

• Markdown shortcuts, a formatting toolbar, @mentions

• Autosave, edit-conflict warnings, version history with restore, and a trash

• ⌘K search across every page you're allowed to see

Projects and tasks, live from ERPNext

• Every ERPNext Project gets its own page: a live header (status, progress, dates, priority, team) plus a free-form Overview

• Tasks as a list, a Kanban board (group by status, assignee or priority) or a sortable table

• Drag a card to change status or reassign. It updates ERPNext immediately

• Overdue tasks are flagged; ERPNext's own validation messages are shown if a change is refused

• All projects view: status, progress, open and overdue tasks, as a table or a board

• /task in any page creates or links a real ERPNext Task; /project drops in a live project card

Permissions you already know

Folio has no separate user system. It uses Frappe users, roles and User Permissions.

• Spaces (e.g. Company Wiki, Engineering, Leadership), open or private, with Full Access / Can Edit / Can View members

• Project pages follow ERPNext's Project permission exactly: if someone can't see a project in ERPNext, they won't find its page in Folio

Get started fast

Folio installs a Getting Started space with a 5-minute tour, guides, and templates for meeting notes, project briefs and weekly plans.

Requirements

• Frappe v16

• ERPNext is optional: without it you get pages and spaces; with it you also get projects and tasks

Open source under the MIT license.