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.
💡 Quick tip: You can also use the / command in an existing section to add new content!
Quick Start
Choose one of our popular, recommended widgets to start a new section!
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.
Customize presentations based on slide templates your admin team has uploaded.
Use a prompt to create content with AI based on a call or uploaded context.
Additional Content Types
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).
Widgets
Table of Contents
Usually added to the first page of the space. Dynamically based on what pages are shown or hidden in the workspace:
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.
Contact Cards
Add in customized contact cards for members of the internal or external team. Learn more about how to set these up here!
CTA
Customize a button.
Forms
Configure a survey form to help gather information in the sales or onboarding processes!
Courses
Add a course widget one created by one of your admins to formalize learning.
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.
Embed iFrame
Embed any custom code as an iFrame.
Price Card
Price cards are a quick visual you can put together to show pricing options without putting together a full quote.
Sales Quote
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.
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.
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).
To learn more about using Dock for Project Management, click here.
File Manager
The file manager is a single section used for uploading/downloading any content in bulk.
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!