Organising docs

Create, rename, move, pin, tag, archive and delete — everything you do to the tree rather than inside a page.

Everything on this page is about the tree — where things live, what they are called, and who finds them. What happens inside a page is in Writing a page.

Create

A space, at the top of the tree

Use the + beside the Docs heading in the sidebar and choose Space. This is an owner/admin action — a member works inside the spaces they have been given.

You can also create a top-level Page from the same menu, for something that does not belong in any space yet.

Anything inside it

Hover a row in the tree. Folder rows get a + that offers a folder or a page; page rows get a + that adds a sub-page directly. The same items are in the row's menu.

You need Edit on that branch. What you can create depends on where you are: a space and a folder take folders and pages, a subfolder takes pages, and a page takes sub-pages one level deep.

Name it and give it an icon

The dialog takes a name and, next to it, an icon and colour picker — a Lucide icon or an emoji. The icon follows the item everywhere: the tree, the breadcrumb, favourites, and the sidebar of anything it is pinned to.

Rename, re-icon, recolour

⋯ → Edit on any row opens the same dialog you created it with. On a page you can also click its title at the top of the editor and type over it.

Rearranging

Drag a row by the handle that appears on hover. Drop it between two rows to reorder, or onto a folder to move it inside. This needs Full edit on both ends — where it came from and where it lands — which is what keeps drag-and-drop inside the parts of the tree you actually manage.

⋯ → Move to… does the same thing without dragging: pick a folder from the list, or Top level to pull a page or file out to the root of the tree. Moving a folder to the top level is an owner/admin action, since it changes who the whole branch belongs to — and so is reordering the spaces already up there. That order is the workspace's, and everyone sees the same one.

A page or file at the top level is not covered by that. It is usually a personal note, so anyone with Full edit on it can reorder it, file it into a folder they manage, or pull it back out again.

Depth is capped

Containers stop at three levels — space, folder, subfolder — and pages stop at sub-pages. If a move would bury something deeper than that, Kokar refuses it and says so.

Pin to a location

⋯ → Pin to location… on a page or file puts it under one of your workspace spaces, folders or projects in the main sidebar. Pick the space, then optionally a folder, then optionally a project — the most specific choice wins.

Two things to know:

  • The doc does not move. It stays in the Docs tree; the pin is a second place to find it.
  • Pinning grants access. Everyone who can see that location can now open the doc. That is the point of it — but it does mean pinning a private page into a public project shares it with that project's people.

One location at a time. Choose another and it moves; unpin it and the doc goes back to being reachable only from Docs.

Favourites and tags

Star a page or file — from the header of the page, or its menu — and it appears under Favorites at the top of your Docs sidebar. Favourites are personal; nobody else sees yours. Folders cannot be starred because there is nothing to open.

Tags sit in the header of an open page or file, next to the breadcrumb. They are the same workspace tags you use on tasks, so tagging a brief client-x puts it alongside the tasks tagged the same way.

The Wiki marker

⋯ → Mark as Wiki on a page adds a small Wiki badge next to its title. It is a label for your team — "this is the canonical version, not someone's notes" — and it changes nothing about how the page behaves. Setting it needs Full edit.

Archive

Archiving takes something out of the Docs tree without changing it. The page is still there, still opens by direct link, and is still editable — it is just not in the way any more.

Use it for the client you finished with, or the process that was replaced. It needs Edit, and archiving a folder takes everything inside it along.

An archived page you open shows a banner saying so, with an Unarchive button in it.

To see archived items in the tree, open the next to the + on the Docs heading and turn on Show archived. They reappear exactly where they were, greyed out.

"Show archived" is one workspace-wide switch, not a Docs-only one. Turning it on here also reveals archived spaces, folders and projects in your main sidebar.

Delete

⋯ → Delete sends the item to Trash with everything inside it — a folder takes its pages, a page takes its sub-pages. It needs Full edit.

Nothing is destroyed at that moment. It sits in Settings → Trash for 30 days, where restoring brings the whole branch back as one piece. After 30 days it is purged automatically, and that cannot be undone.

Frequently asked questions

Why can't I create a space at the top of the Docs tree?

Top-level spaces are created by workspace owners and admins. Inside a space or folder you have Edit on, you can create folders, pages and sub-pages freely.

What is the difference between pinning and moving?

Moving changes where something lives in the Docs tree. Pinning leaves it where it is and makes it also appear under a space, folder or project in your main sidebar — and gives that location's people access to it.

I renamed a folder and it is now called a subfolder. Why?

The name follows the position, not the item. A container at the top is a space, one level in is a folder, two levels in is a subfolder. Moving it renames it.

Where do archived pages go?

Nowhere — they stay exactly where they were, just hidden. Turn on "Show archived" from the ⋯ next to the + on the Docs tree to see them again.

I deleted a page by accident. Can I get it back?

Yes, within 30 days, from Settings → Trash. Deleting a page takes its sub-pages with it and they all come back together.

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