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Pages in a Workspace

How to navigate, create, and edit Pages in a Workspace

Overview

Workspaces can be composed of multiple pages to help you organize your content. In the guide below, we'll walk you through how to create and edit them!


Creating Pages

Manually adding the page

Once you're in a Workspace editor view, click Add page:

You can choose from a new (blank) page, company template or Dock template, create with AI, or external link.

If you select a new page, you'll be prompted to then name the page and click the blue button to Create page:

Then, you'll be brought where you can start adding sections to the page.

To learn more about creating sections, click here.

Creating the page with AI

Prefer a more hands-off approach? Use the AI chat on the left:


Page & Navigation Labels

By default, the page name matches the navigation label.

Sometimes, you may not want the Title and Navigation Label to match.

To change the navigation label, roll your mouse over the page to find the ellipsis, then click on it. From the drop-down, click Edit name:

Here, you can add in a new Navigation label for the page.

The "navigation label" will remain as the title of the page in the nav bar. The "page name" will be found at the top of the page itself, above sections.


Header Layouts

Pages have four different cover image layouts: Top banner image, Side by Side banner image, Full width, or No banner image. You can select the option you like most by rolling your mouse over the current header and clicking the design brush.


External Links in the Nav Bar

If you prefer to add a link instead of a page, you can do so from that + Add page drop-down.

Once linked, you'll find the external link listed next to your page labels:


Re-arranging Pages and Navigation Order

To change the order of pages, you can simply drag and drop!


Hiding and Showing Pages

There may be times you want to hide a page. For example, let's say you're currently building out a personalized onboarding plan for a prospect and you want more time to draft it before it's shared in the sales cycle.

To hide a page from the shared view, click the "three dot icon" next to the page name. From the drop down, select Hide to remove it from the Shared view.

You'll know it's hidden from the eye indicator:

To make the page visible to those in the Shared view, navigate back to the drop down and click Show:

Moving Sections Between Pages

As you build out your Workspace, you may want to pull sections from another page.

To do so, follow the steps below:

Step 1: Navigate to that section and click on the ellipsis (...) to the right of the section title.

Step 2: From the dropdown, select Move to page.

Step 3: Select the page name.

The section will then move to the bottom of the page you selected.

To learn more about creating and editing sections, click here.

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