Docs

When it comes to managing your docs in our platform, it's important to understand the general structure of our Docs Feature. There are three main places where a doc can live: private docs, space docs, and project docs.

Private docs are similar to private projects in that they can only be seen by you until you choose to share them with another user or move them to a space or project. These docs are only accessible to you and are not visible to anyone else in your workspace.

Spaces can be seen as folders within a workspace. These are where docs are managed and organised within a specific workspace. You can create multiple spaces within one workspace, and each doc can only exist in one space at a time. Docs can be moved between spaces or even into a project.

Project docs are connected to a specific project and can only be accessed through that project. These docs are always linked to the project and will remain there until they are moved to a space or made private. This ensures that all project-related docs are easily accessible and organised within the project. Project docs have special features regarding that project, like linking a task to a doc for status tracking.

For each place where docs can exist there is a dedicated trash section, which stores docs that have been moved to the trash. They are only accessible via the sidebar. This means that there is a trash for private docs , a trash for space docs and a trash for project docs. Docs in a trash can be restored (up to one year) or can be permanently deleted individually.

The docs main page is the central hub for navigating and working with your docs. It provides easy access and allows you to organise them into different spaces and projects.

The docs sidebar is the main element for navigating, nesting and working with your docs. It is located on the left side of the screen and provides quick access to all of your docs, favourites, trash and docs that have been shared with you.

The sidebar itself can be collapsed and expanded and has different sections, which also can be collapsed and expanded for better overview and easier navigation. One of the features of the docs sidebar is the ability to expand and collapse sections, spaces and doc items. This means that you can choose to view only the items that are relevant to you, making it easier to find what you need. The state of these items will be saved, for each location where you work with docs.

You can drag and drop items in the sidebar. This allows you to reorder spaces and docs according to your preference. To do this, simply click and hold on the item you want to move, then drag it to the desired position.

A placeholder will show where the item will be positioned, making it easier for you to place it accurately.

But that's not all - our drag and drop feature also includes an indent mechanism. This means that you can move an item slightly to the right while dragging, and it will be placed as a sub doc. This is useful for organising your docs into levels and subdocs. When you indent on a doc, that didn’t have subdocs yet, you see the small arrow appearing on the left, indicating your moved doc will become a subdoc.

Here is your access to your spaces, which hold your docs. Clicking a space navigates into it and loads the first doc in view. To add a new space, hover over the spaces section title and click the add button. Here you can customise the appearance and set your permissions regarding workspace, users and teams. To edit an existing space, hover the space and click on the three dots button.

You can mark your most important or loved docs as favourites and they will appear in this section to guarantee fast and easy access. There are two options to mark and unmark a doc as favourite: Via the action bar in the top of a doc, or via the (three dots) more button opening the context menu.

Docs that have been shared with you, your team or your whole workspace, will appear in this section.

The recent docs section displays a list of docs that have been recently edited by you. When switching between many docs this section will be your friend.

The doc page is the main area to view and edit your content. It is where you can create, organise, and share your docs.

The top bar is located at the top of the doc page and contains important buttons and information. The primary blue button to add docs is in the top-left position.

The action bar is placed on the right side of the top bar and offers important actions regarding your opened doc. You can mark it as favourite, share it with others, manage your watcher settings and search content inside of a doc.

We display breadcrumbs on the left side of the top bar, indicating the location and level of your doc. The first item shows whether the doc is in a space, a project or a private doc.
You can navigate by clicking on breadcrumbs items. That open the doc and refresh the sidebar accordingly.

When structuring content with different header formats, they will appear as small indicators at the right of the screen inside a doc. The blue indicator shows the heading which is on top of the currently visible content.

When moving the mouse to the right of the screen a popup appears, showing all used headers in your doc. Clicking a header from the popup navigates to that section of the doc.

There are several ways to trigger the export as a PDF. It is always accessible via the three-dots-menu (…) on a Doc or via the export button inside of a doc on the top-right.

That’s it! You now have a PDF version of your doc ready to share. 🚀

There are different options to create a new doc, based on where you are in awork and what kind of doc you want to create.

You can create a new doc via the primary blue + Doc button in the top left of the page. Clicking that button will always create a doc in the same level as the currently displayed one.

In addition to the primary button, there are also smaller add-buttons within the doc-items, that appear on hover. These buttons allow you to create a subdoc for a specific doc. The correct location of the doc is immediately shown in the breadcrumbs.

Go to docs main page, and click the + Doc button, to create a private doc.

If you need to move your doc to a different space, project, or make it private, you can do so by using the move feature. This can be accessed via the context-menu on the doc and allows you to easily move your around in your workspace.

In the move popup you can select a location from the tab bar. (Space, Project, Private,). Clicking Move here now will move the doc in the top-level hierachy of the selected location. If you want to move it, to become a subdoc of another doc, you can select the doc inside of the popup. When move action is triggered now, it becomes a subdoc.

You can easily share your doc with others by using the share button in the action bar or via the context menu. This allows you to set workspace access, assign teams and users to your doc. While sharing, you can can define individual permission settings for each user or team. All docs can be individually shared.

Each doc type has its own trash section, always located at the bottom of the doc sidebar.

Once a doc is moved to trash, all its subdocs are also moved there as well. Docs in trash cannot be edited and will be permanently deleted after one year.

Docs and subdoc can be individually restored back to its original place via the context-menu and clicking Restore.

Collaborating on docs via live edit makes working on docs together super easy. Other users are visible via the live user indicators, while they are typing or selecting text.

There are two ways to link a task to a project Doc:

The link between a task and a Doc can be removed from either side.

A handy feature is the ability to create tasks based on the content of a text selection inside of a doc. Mark some text, click the Create tasks button in the toolbar and select the project and tasklist for the tasks to be placed.

To create a comment on a doc, mark some text and click on the comment button in the toolbar. This will start a new comment thread for this text selection. You can mention users, reply on comments, react on comments and of course edit and delete your comments as well.

A comment thread will stays unless it is marked as resolved. When deleting the first comment of a thread, the whole thread will be removed.
Mentioned users will be notified and at the top right of a comment popup, you can click to copy the link of a thread for easier sharing.

Docs can be searched and found via the global search. There is a dedicated Docs tab in the search, to filter the results only for docs.

This is the area where all the content of your doc live. Here you can write, document, brainstorm, collaborate together and write comments.

Our editor supports all functionality, that you know from task- and project-descriptions fields.

The title and content section is where you can add and edit the title and content of your doc. You can add an emoji to the title of your doc by clicking the Add icon/emoji button.

Select the text and choose a color using the A-icon.

You can add images using the floating action bar. Select the image icon and a placeholder for your image will appear. Now add images using the button or drag and drop.

Once the image has been uploaded, you can adjust its size using the slider.

With versioning in awork Docs, you can easily track changes and manage your documents over time. Whether you're working on a private doc, space doc or project doc every edit is automatically saved as a new version — giving you peace of mind and full control over your document history.

You are able to:

This ensures that your work is always backed up, and collaboration is seamless — no matter how many changes happen along the way.

Versioning is available for all kind of docs and each doc has its own version history. Subdocs have separate versions histories and are not included in the parent doc’s versioning.

To restore an older version select a version from the list and click the Restore button on the bottom right. Confirm the action in the next step and you will see the restored version of the doc.

Restoring a version does not delete your current document. Instead, awork saves the current version as a new entry in your version history before rolling back — so nothing is ever lost.

Depending on your subscription plan, older versions may become locked after a certain time. Locked versions are visible in the version list but cannot be opened or restored.

Starting from the Professional plan all users with edit access to a document can view and restore versions. Admins always have access to the version history.

Current sharing or permission settings always remain — restoring a version does not change who can access the doc.

In the general and project-specific permission roles, you can define whether users in this role should have no access, read-only access, or edit access to Docs.

You can learn more about our permission management in this article.