Documents (in Teams)

View and manage all Team Documents in one place.

Documents in Timebook

The Documents module in Timebook is your one place to manage reports, plans, white papers, and other text-based resources. With Documents, you can maintain content using rich text editors, multiple data widgets, embeds, and collaborative editing.

Each Timebook Document is a Page or a collection of Pages that you collaborate on, share, or publish outside of Timebook. You can also group similar documents using folders. And the [Documents] tab at the Team level gives you one central location to create and manage all this content in your Team.

In Timebook, you can also use Wikis to write and publish guidelines, best practices, or step-by-step instructions for Teams or the entire Workplace.

For more information on the Wiki module, see Wiki (in Workplace)


Documents tab features

The primary function of this tab is to show you the overview of all Documents across your Team. We give you all Document-related data, and you can do the following:

  • Open a Document to access its contents. Once there, you can start editing the Pages or use the dedicated button to bookmark the whole Document for easier access. You can also pin the Document to the Navigator. For more information, see Bookmarks & pins

  • Once you open a Document, you can use the [Share] button to invite others to collaborate. You can share the Document with selected individuals, other Teams, or even people outside Timebok. For more information, see Share Documents

  • You can also create new Documents and folders here. See the following section for more information.

You can also change how the Documents are displayed in this tab and how much data you want to see. Also, you can create and save custom views of your Documents.

For more information on all these features, see Layouts & views


Create a Document or a folder

To create a Document in this tab:

  1. Press the [+] button in the top-right corner.

  2. Select [Document].

  3. Give your new Document a meaningful name. Both the Document and its main Page will use this name. You can now start adding content to the main Page.

You can add more Pages to your Document to build a more complex structure. Press [Add a Page] in the top-right corner, next to your avatar to create an additional Page.

This will open the middle pane that allows you to manage all Pages inside your Document. Use the middle pane to add, delete, and navigate between Pages. You can also use the dedicated button to show or hide the middle pane.


In this tab, you can also create folders to organize your content and group similar Documents together. In Timebook, folders are like containers for Documents. You can't use them to write the actual documentation, but they help you build a structure for it.

To create a folder:

  1. Press the [+] button in the top-right corner.

  2. Select [Folder].

  3. Give your new folder a meaningful name. You can also add a description that will be visible next to the folder's name.

  4. Press [Create] to confirm. You can now drag and drop Documents into your new folder.

You can also create pre-configured Documents using Timebook templates. Our Template Center offers several ready-to-use Documents that you can create in an instant and modify later on.

For more information on templates in Timebook, see Template Center


Also in this section

Pages

Pages store your content and give you customizable Blocks to manage and display the content in any way you like.


Page options

Customize your Pages to make them stand out in Documents.


Version history

Track the history of changes on a Page and restore previous versions.


Blocks

Start building content in Timebook with customizable Blocks.

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