Workbook

Privacy Policy

Last updated: September 19, 2026

This Privacy Policy explains how Workbook ("Workbook", "we", "us", or "our") collects, uses, stores, and protects information when you use the Workbook application and related services ("Service").

By using Workbook, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

We may collect information that you provide directly when using Workbook, including:

Account Information

When you create an account, we may collect:

  • Name
  • Email address
  • Account credentials and authentication information
  • Membership or subscription information

Workspace and Application Data

When you use Workbook, we may store information you create or provide through the Service, including:

  • Workspaces and workspace membership
  • Projects
  • Tasks
  • Timelines and milestones
  • Constraints
  • Documents
  • Flow diagrams
  • Other information you choose to store within the Service

Usage and Technical Information

Workbook may also process technical information necessary to operate and secure the Service, such as authentication information, session information, device or browser information, and application activity.

The specific technical information collected may depend on the infrastructure and third-party services used by Workbook.

2. How We Use Your Information

We use collected information to:

  • Create and manage your Workbook account.
  • Authenticate users and maintain account security.
  • Provide workspaces, projects, tasks, documents, timelines, and other features.
  • Manage workspace membership.
  • Allow users to find and add other registered users as workspace members.
  • Provide trial and subscription functionality.
  • Maintain, secure, and improve the Service.
  • Communicate with you regarding your account or the Service.
  • Detect, investigate, and prevent abuse, unauthorized access, or other security issues.
  • Comply with applicable legal obligations.

We do not use your information for purposes unrelated to providing or operating Workbook unless otherwise disclosed to you or required by applicable law.

3. Member Discovery

Workbook includes functionality that allows users to find other registered users when adding members to a workspace.

For this purpose, certain basic account information may be searchable by other registered Workbook users.

This may include:

  • Your name
  • Your email address

For example, when a workspace administrator searches for a person to add as a member, Workbook may display a matching user's name and email address.

This functionality is intended to help users identify other Workbook accounts and manage workspace membership.

Other private account information and User Content are not made searchable through this member discovery feature unless otherwise described in the Service.

4. User Content

You may create and store content in Workbook, including projects, tasks, documents, flow diagrams, timelines, and other workspace information.

We process and store this content to provide the functionality of the Service.

You remain responsible for the information and content you choose to enter into Workbook, including ensuring that you have the appropriate rights to use or share that content.

5. Sharing Within Workspaces

Workbook is designed to allow users to collaborate within workspaces.

Depending on your workspace role and permissions, other members of the same workspace may be able to access information shared within that workspace.

You should therefore consider the nature of information before adding it to a shared workspace.

6. Service Providers

Workbook may use third-party providers to operate the Service, such as providers for:

  • Authentication
  • Database and data storage
  • Hosting and infrastructure
  • Application functionality
  • Communications
  • Analytics or monitoring

These providers may process information on behalf of Workbook as necessary to provide their services.

We aim to use providers that apply appropriate security measures and only provide them with access necessary for their respective services.

7. Data Security

We take reasonable measures to protect information stored and processed through Workbook against unauthorized access, alteration, disclosure, or destruction.

However, no internet-based service can guarantee absolute security.

You are also responsible for protecting your account credentials and should notify us if you believe your account has been accessed without authorization.

8. Data Retention

We retain information for as long as reasonably necessary to provide the Service, maintain account and transaction records, comply with applicable legal obligations, resolve disputes, enforce our Terms of Service, and maintain security.

When information is no longer required, we may delete or anonymize it in accordance with our operational and legal requirements.

Specific retention periods may vary depending on the type of information and the reason it is retained.

9. Account and Data Deletion

You may request deletion of your Workbook account and associated personal information by contacting us through the contact information provided by Workbook.

Some information may need to be retained where required by applicable law, necessary for legitimate operational purposes, or required to resolve disputes or enforce our agreements.

Deletion of an account may also result in the loss of access to workspaces and User Content associated with that account.

10. Cookies and Similar Technologies

Workbook may use cookies, local storage, session technologies, or similar mechanisms when necessary to authenticate users, maintain sessions, remember settings, provide functionality, and maintain security.

The technologies used may vary depending on the Service and the third-party infrastructure supporting it.

11. Children's Privacy

Workbook is intended for users who are legally able to enter into agreements and use the Service.

We do not knowingly collect personal information from children in circumstances where such collection is prohibited by applicable law.

If you believe that a child has provided personal information to Workbook inappropriately, please contact us so that we can take appropriate action.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to the Service, our data practices, or applicable legal requirements.

When we make material changes, we may provide an appropriate notice through the Service or require users to review the updated Privacy Policy.

The latest version will always be made available through Workbook.

13. Your Rights

Depending on applicable law, you may have rights regarding your personal information, including rights to:

  • Request access to personal information we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of certain information.
  • Withdraw consent where processing is based on consent.
  • Object to or request restriction of certain processing.
  • Submit questions or complaints regarding our handling of personal information.

To exercise applicable rights or ask questions about your personal information, please contact us through the contact information provided by Workbook.

14. Contact

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us through the contact information provided by Workbook.

By using Workbook, you acknowledge that you have read and understood this Privacy Policy.