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 workspace. 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".


Add a resource to a workspace

  1. Open a workspace.

  2. Click Resources under the workspace 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.
Want to add a private resource to a shared workspace?
Click the blue + button in the bottom-right of the screen to add a private resource. Collaborators won't see your private resources, and you won't see theirs.

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 workspace. 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.
Move a tab without leaving your keyboard
Use the shortcut OPTION + D (ALT + D on Windows) to open the extension. Immediately start typing a workspace name, then press the RETURN key twice (ENTER key on Windows).

Upload a file as a resource

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

Rename a resource

  1. Open a workspace.
  2. Click Resources under the workspace 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).

Auto-renamed resources

This feature is only available with the Tab Manager extension installed.

When you add a resource to a workspace, 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 workspace.

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


Open a resource

  1. Open a workspace.
  2. Click Resources under the workspace 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.
Tip: If you click on a resource that's already open, we'll take you to the existing tab in your browser. To open another copy, CMD-click the resource (CTRL on Windows).

Open all resources

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

  1. Open a workspace.
  2. Click Resources under the workspace 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.
Does your workflow start with a set of specific tabs?
Click the right side of the 'Open all' button and select 'Open only' to replace your current tabs in the workspace with the resources saved in that section. Use it for product demos, analytics dashboards, monthly reconciliation, or whatever other repeating work you have.

Move a resource

  1. Open a workspace.
  2. Click Resources under the workspace title in the header.
  3. Drag and drop a resource up or down to rearrange it in the current workspace.
  4. Drag and drop a resource into a workspace in the sidebar to move it to a different workspace.
Move multiple resources
Multiselectwith SHIFT-click to move multiple resources at once.

Delete a resource

  1. Open a workspace.
  2. Click Resources under the workspace title in the header.
  3. Click the Delete button (trash icon) that appears when you hover over the resource.
Shortcut
When resources are selected, you can use the CMD-DELETE shortcut (CTRL-BACKSPACE on Windows) to delete them.

Send a resource to anyone

  1. Open a workspace.
  2. Click Resources under the workspace 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).
Shortcut
When resources are selected, you can press the C key to send them.

Multiselect resources

  1. Open a workspace.
  2. Click Resources under the workspace 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.
Tip: Once in multiselect mode, you can use SHIFT or CMD (CTRL on Windows) as you normally would in your operating system.

Organize resources into sections

  1. Open a workspace.
  2. Click Resources under the workspace 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.
Organize faster
Drag resources directly into the '+ Resources Section' button to create a new section. To drag multiple resources at once, multiselect them.

Rename a resource section

  1. Open a workspace.
  2. Click Resources under the workspace title in the header.
  3. Click the button that appears to the right of each section.
  4. Click Rename section.
Add a section description
Click the ⋮ in the upper-right of the section, then click 'Add description'.

Move a resource section

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

Delete a resource section

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