The Spaces sidebar is how you find your way around a space. From top to bottom it has the space switcher, Search, All docs, Journals, Settings, your Favorites, folders under Organize, Tags, Collections, and under Others, Trash, Import, and Template.
Personal and shared spaces
- Your personal space is private to you. It is created the first time you open Spaces and cannot be archived.
- A shared space is open to every member of the workspace. Create one with New space in the space switcher at the top of the sidebar.
Removing a shared space archives it rather than deleting its docs.
All docs
All docs lists every doc in the space with its tags, when it was created and last edited, and a star to favorite it. Use Display to change the layout and New doc to start a page or whiteboard.
From anywhere in Agent Serve, press ⌘N (⌘⌥N in a browser, which keeps ⌘N for a new window) or choose New doc in the ⌘K menu. Agent Serve makes an untitled page in the space you have open, if you can add docs to it, or in your personal space, and opens it.
Folders
Group docs into folders under Organize. Folders can hold docs and other folders. A doc can also have subpages — docs nested under it. Trashing a doc also trashes its subpages.
Tags and collections
- Tags are colored labels you add to docs from the doc's Info panel. Click a tag in the sidebar to see every doc with it.
- Collections are saved lists of docs, picked by hand or by rules such as a tag. A doc can be in several collections.
Favorites
Star a doc to pin it under Favorites in the sidebar. Favorites are personal — your teammates have their own.
Journals
Journals gives each day its own doc, which is useful for meeting notes and daily logs. Use the date strip at the top to move between days, or Today to jump back.
Search
Click Search in the Spaces sidebar to search titles and content across the space, including the text in database cells. Results only include docs you can read. Search also finds tags and collections by name.
You can also find docs from the ⌘K menu anywhere in Agent Serve. When a result matched text inside a doc, choosing it opens the doc scrolled to that block.
The workspace search (⌘K) also finds Spaces docs and lists the ones you opened lately under Recent.
Trash
Move to trash on a doc's menu sends it to the space's Trash, with its subpages. From Trash you can restore a doc or delete it for good.
- Moving to trash and restoring need the Editor role.
- Deleting for good needs the Manager role, and the doc must be in the trash first. It cannot be undone.
- Docs in the trash are deleted for good after 30 days, unless your organization set a different retention period.