Help articles

Workspaces

Workspaces organize all of the links, files, notes, and tasks you need for a project in one place.

If you choose to enable tab management in Settings, you can also organize your tabs by workspace.

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Create a workspace

  1. Open Workona.
  2. Click the + button at the top of the sidebar.
  3. Click New workspace.
  4. Type in a name.
  5. Optionally, click the drop-down menu to select a workspace template as a prebuilt starting point.
  6. Click Create or press the RETURN key (ENTER on Windows).
Create within a section directly
To create a workspace within a specific section, click the + button that appears to the right of the section name when you hover over it.
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Switch between resources, notes, and tasks

  1. Open a workspace.
  2. Switch between the Resources view, Notes view, and Tasks view by clicking the links for each that appear under the workspace title.
If you have tab management enabled, then you'll also see the Tabs view.
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Add resources, notes, and tasks to a workspace

  1. Open a workspace.
  2. Click the blue + button in the bottom-right of the screen to add resources (e.g. links & files), notes, or tasks to a workspace.
  3. You can also add resources, notes, or tasks directly to a specific section of content by clicking the + in the upper-right of the section.
What's shared with project collaborators?
Resources, notes, and tasks you add to shared workspaces will be shared with workspace collaborators by default. Collaborators won't see your tabs or other private content.
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Add tabs to a workspace

Note: This feature is only available if you've chosen to enable tab management.
  1. Open a workspace.
  2. If you have tab management enabled, adding tabs to a workspace is as simple as opening a browser tab like you normally would. As you open tabs, they will appear in the Tabs view in the workspace.
  3. All tabs within workspaces are constantly autosaved, so you can close the workspace and return to your previous tab session exactly as you left it.
Tabs are always private
Tabs are always private to you, so collaborators will never see the tabs you have open within shared workspaces. If you want to share a tab, simply save it as a resource.
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Toggle split view

  1. Open a workspace.
  2. Click the Toggle split view button in the top-right of the screen (under the Share button).
  3. Notice the workspace now shows two types of content (e.g. Resources and Tasks) at the same time.
  4. In the left column, switch views like you normally would. In the right column, switch views by clicking the dropdown menu in the header above the right column.
Open split view faster
CMD-click a view's name (CTRL-click on Windows) under the workspace title to open it in split view, or quickly switch the right column's view if split view is already enabled.
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Share a workspace

  1. Open a workspace.
  2. Click the Share button in the top-right of the screen.
  3. Copy the share link and send it to collaborators or invite them by email.
Still have questions? Learn more about collaboration.
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Archive a workspace

Note: This feature is only available to users on the Pro plan
  1. Open Workona.
  2. Click the ⋮ button that appears to the right of the workspace.
  3. Click Archive.
Tip: You can unarchive a workspace from the Archive at the bottom of the sidebar.
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Delete a workspace

  1. Open Workona.
  2. Click the ⋮ button that appears to the right of the workspace.
  3. Click Delete.
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Organize workspaces into sections

  1. Open Workona.
  2. Click the + button above the sidebar.
  3. Click New section.
  4. Type in a name.
  5. Drag and drop workspaces into the section.
Rename or delete a section
Click the ⋮ button that appears to the right of the section in the sidebar, then click 'Rename' to rename or 'Delete' to delete.
Organize faster
To create a new section, drag workspaces to the bottom of the sidebar and drop them in the dropzone that appears.
Next article: Tab Manager ➔