Resources

Project work is often scattered across multiple apps, which can make it difficult to organize everything for a project in one place. Resources are the solution.

If it’s in the cloud, it can be saved as a resource. Add all of the important docs, links, and files that you and other collaborators need for a project to a space. Your team (or future self) will thank you.

Sections can hold multiple resources, giving you another level of organization if you need it. For example, you might name a section "Key Docs" or "Research".

• Save an existing tab, link, or doc as a resource
• Create a new doc or other app content as a resource
• Save your current tab as a resource
• Upload a file as a resource
• Rename a resource
• Auto-renamed resources
• Open a resource
• Open all resources
• Move a resource
• Delete a resource
• Send a resource to anyone
• Multiselect resources
• Organize resources into sections
• Rename a resource section
• Move a resource section
• Delete a resource section

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Save an existing tab, link, or doc as a resource

1. Open a space.

2. Click Resources under the space title in the header.

3. Click the + button in the upper right of the resource section.

4. Choose the tabs, links, files, or docs you want to save as resources.

   • Select Chrome/Edge/Firefox to add a link from your tabs or browser history.
   • Select URL to paste in a URL manually.
   • Select My Computer to upload a file from your computer.
   • Select Google Drive to add docs or files from Google Drive.

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Create a new doc or other app content as a resource

1. Open a space.

2. Click Resources under the space title in the header.

3. Click the Create docs & more button (plus doc icon) in the upper right of a resource section.

4. Choose what you want to create as a resource:

   • Google Docs
   • Google Sheets
   • Google Slides
   • Google Drive Folders

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Save your current tab as a resource

1. Go to the tab that you want to save (in your browser's tab bar).
2. Click on the blue Tab Manager extension button (bookmark icon) to the right of the URL bar. If you don't see it, you may need to pin the extension.
3. Optional: Select a different space. If you do, you'll need to check the box next to Save resource, otherwise it will only move the tab.
4. Optional: Select a section.
5. Click Save resource.

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Upload a file as a resource

1. Open a space.
2. Click Resources under the space title in the header.
3. Drag and drop the file onto a resource section.

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Rename a resource

1. Open a space.
2. Click Resources under the space title in the header.
3. Click the Edit resource button (pencil icon) that appears when you hover over the resource.
4. Type in a name.
5. Press the RETURN key (ENTER on Windows).

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Auto-renamed resources

When you add a resource to a space, the tab title is used for the resource name by default, or you can provide a custom name.

If the default tab title is used, when you open a resource in a tab, we will automatically detect name changes and update the resource's name automatically.

For example, if a Google Doc is renamed, we will detect the updated name and reflect the most recent name in the space.

If a custom name is provided, it won't change unless it's manually updated.

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Open a resource

1. Open a space.
2. Click Resources under the space title in the header.
3. To open a resource, click on the name.
4. Notice that open resources have a blue bar on the left side.

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Open all resources

You can open all of the resources in a section in a single click.

1. Open a space.
2. Click Resources under the space title in the header.
3. Hover over the section.
4. Click Open all to open all of the resources in the section.
5. Click Close all to close all of the resources in the section.

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Move a resource

1. Open a space.
2. Click Resources under the space title in the header.
3. Drag and drop a resource up or down to rearrange it in the current space.
4. Drag and drop a resource into a space in the sidebar to move it to a different space.

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Delete a resource

1. Open a space.
2. Click Resources under the space title in the header.
3. Click the Delete button (trash icon) that appears when you hover over the resource.

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Send a resource to anyone

1. Open a space.
2. Click Resources under the space title in the header.
3. Click the Send button (airplane icon) that appears when you hover over the resource.
4. Type in the email address of your recipient to send the link via email, or connect to Slack to send links via chat.
5. Press the RETURN key (ENTER on Windows).

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Multiselect resources

1. Open a space.
2. Click Resources under the space title in the header.
3. Hold down the SHIFT key, then click a resource to enter multiselect mode.
4. Release the SHIFT key, then select resources using the checkboxes that appear.
5. Use the buttons that appear at the top of the Resources section to manage the selected resources, or drag the resources to move them.

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Organize resources into sections

1. Open a space.
2. Click Resources under the space title in the header.
3. Click + Resource section button that appears below the other resources.
4. Drag and drop resources into the section, or add them with the + button in the upper-right of the section.

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Rename a resource section

1. Open a space.
2. Click Resources under the space title in the header.
3. Click the ⋮ button that appears to the right of each section.
4. Click Rename section.

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Move a resource section

1. Open a space.
2. Click Resources under the space title in the header.
3. Drag and drop a section up or down to rearrange it in the current space.
4. Drag and drop a section into a space in the sidebar to move it to a different space.

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Delete a resource section

1. Open a space.
2. Click Resources under the space title in the header.
3. Click the ⋮ button that appears to the right of each section.
4. Click Delete section.

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