Overview
Sections are the building blocks of Workspaces. They are similar to slides in a presentation deck, except with embeddable content and widgets! In the guide below, we'll walk you through the different types we support.
Adding Sections
To add a section, navigate to the workspace and click Add section:
From there, you can choose the type of section that you'd like add to the workspace.
Dock supports many types, which we'll walk through below.
Basic Blocks
Basic blocks are a great place to start inputting information. Choose a type of block to start with, which you can build off of later (or turn into 1/2/3 columns).
Recommended Widgets
Resources found in your Dock's Content Library can be searched for and added here.
If you or others at your company have pre-built templates, they'll be found here.
Use a prompt to create content with AI based on a call or uploaded context.
Dock Widgets
We have many different types of content blocks that you can add into your workspace.
Project Plans
To help keep everyone aligned around next steps, we support three types of project plans.
Checklists are highly customizable to-do lists.
The Timeline allows you to create specific phases and start/due dates for your project.
A Project is used to house multiple checklists, usually from across the entire workspace to give the client a holistic place to keep track of to-do's.
Kanban is a board-style to-do list with a drag and drop capability.
To learn more about using Dock for Project Management, click here.
Sales Proposal
Price quotes can also be added in a section. Quotes can be easily transitioned into an Order Form when you're ready!
To learn more about pricing quotes and order forms, click here.
Contacts
Add in customized contact cards for members of the internal or external team. Learn more about how to set these up here!
Forms
Configure a survey form to help gather information in the sales or onboarding processes!
Table
Tables may be helpful if you're looking to configure something such as a Q&A or a sheet. Learn more about tables here.
File Manager
The file manager is a single section used for uploading/downloading any content in bulk.
Security Profiles
You can upload your security documents directly into a section to share with customers!
To learn more about creating security profiles, click here.
Price Card
Price cards are a quick visual you can put together to show pricing options without putting together a full quote.
Plan Template
Plan templates are checklists that you may have created in your settings. These are synced and helpful if you have a standard checklist that you want to make sure is the exact same across multiple workspaces (i.e. standard self-serve to-do's).
Table of Contents
Usually added to the first page of the space. Dynamically based on what pages are shown or hidden in the workspace:
Naming Sections
Once you've created your section, you'll want to add a name. In the blue label above the section, type your title. The name of the section will then be auto-populated in the nav bar to the left.
Most importantly, in the Shared view, people will be able to leverage it as a table of contents.
To learn more about editing sections, click here. For designing your sections and spaces, click here. If you're ready to share your space, click here!