Overview of Wdesk Home

Wdesk Home allows you to access and organize all your Wdesk files and activities in one place. After you sign in, you'll see Wdesk Home, showing a list of the most recently opened files.

Navigating Around Home

After you sign in, you'll land in Home — the central location for all your documents, files, and activities. In Home, you can find:

  • Recent Files contains a list of the files you’ve recently opened. This is helpful to keep track of the items you last worked on.

  • Tasks contains a list of tasks that you can filter. View tasks by status or see tasks you've created or assigned to others.

  • Comments lists comments you've made on documents or @mentions. Filter comments by author or date.

WDesk Home

Other solutions may be listed in the left menu depending on your access and licensing.

To learn more about tasks, see Creating and Assigning Tasks.

Finding Your Files

Files allows you to access and organize your files from a single place. You’ll see all the files you have permission to access.

Folders are the primary way of organizing all of your Wdesk files, such as documents, spreadsheets. They also help make things easier to find.

In Files, you can find:

  • All Files contains all the files you have permission to access.

  • Recent Files contains a list of the files you’ve recently opened. This is helpful to keep track of the items you last worked on.

  • Projects lists all the projects you have permission to access.

  • Trash contains items that have been deleted.

WDesk Home

When you are viewing All Files or Projects, you can sort the columns by Name, Type, and Last Modified by clicking the column title.

Searching in Home

You can search for files in the upper right corner of Home. Search looks for any matches within the file title, including file type.

As you type, the results display in a list below search. Results are updated as you continue to search. Pressing Enter performs the search and then shows the results below. Click on any of the results to open a file.

In the example below, "10Q" was typed in the search box, displaying all available options for that search:

Search

Opening Files in Home

To open a file, click on the name of the file. The file will open in a new tab.

For classic files, if you already have a file open in another browser tab or window, any subsequent classic files will open in the existing tab or window.