You can use projects to organize your Workspace documents by client, status or any other grouping that suits you or your team.
In the web app Projects appear in the sidebar. To only show documents that are part of a specific Project, click the Project’s name in the sidebar.
Under the All Documents tab, you’ll see every document in your Workspace and My Drafts folder by default. To hide the documents that are already part of a Project, you can deselect the Include Documents in Projects checkbox in the top-right corner.
In the Mac app Projects appear in the sidebar of the Documents window, organized by the Workspace they belong to.
How to create a project
In the web app Click on the
+ next to the Projects heading in the sidebar. Give your project a name (Emoji are supported, but not Markdown) and hit ↵ to finish. You should now see your project in the sidebar ready to move documents into.
In the Mac app Click on the
+ icon next to the Workspace name in the sidebar of the Documents window to add a project to that Workspace. Type a name for your project and press enter on your keyboard to confirm it.
How to move documents to projects
In the web app Drag the document you want to move and drop it onto its project folder in the sidebar. You can also hover over a document’s thumbnail and click on the icon to bring up its options. From there, choose Move to Project. In the window that appears, select the project you want to move the document to from the drop-down menu then click Move.
In the Mac app From the Documents Window, drag a document to the Project you want. You can drag and drop documents from the All Documents tab to any Project in the sidebar or from a Project to another Project. You can also Control-click on a thumbnail and select “Move to Project…” to move documents around your Workspace.
Note: Keep in mind you can’t move documents between Workspaces.
How to remove documents from projects
In the web app Hover over a document’s thumbnail and click on the icon to bring up its options. From there, choose Remove from Project…. In the window that appears, click Remove to confirm. If you remove a document from a Project, you’ll be able to find it in All Documents.
In the Mac app Control-click on a document’s thumbnail and click Remove from Project…, then click Remove to confirm. You’ll be able to find any document you’ve removed from a Project in the All Documents tab.
How to rename projects
In the web app Hover over a project name in the sidebar, then click on the icon that appears next to it. From here, choose Rename. Give your project a new name, then press and hit ↵ to save. This won’t affect any documents inside this project.
In the Mac app Control-click on a project’s name in the sidebar of the Documents window and choose Rename Project, type a new name and press enter on your keyboard to confirm.
How to delete projects
In the web app Hover over a project name in the sidebar, then click on the
… icon that appears next to it. From here, choose Delete. In the dialog that appears, click Delete to confirm that you understand that you cannot undo this action. Any documents in the project you’re deleting will move to All Documents.
In the Mac app Control-click on a project’s name in the sidebar of the Documents window and choose Delete Project…. In the confirmation dialog that appears, choose Delete Project to confirm this action.