Wdesk Home Overview

Wdesk Home is the Wdesk landing page that allows you to quickly access and organize all Wdesk files from a single location. After logging in, Home will appear, showing a list of the most recently opened files. It is important to note that you will only see files you have access to based on your permissions levels.

To view Wdesk files on your mobile device using the Wdesk Mobile app, read the article Wdesk Mobile Overview.

Navigating Around Home

When you are using the Projects filter or the folders listed below, the columns for Name, Type, and Last Modified can be sorted by selecting the column title. In My Recent, the last accessed files are at the top by default, and columns cannot be sorted.

To the left of the main file list are three default filters: My Recent, Files, and Projects. Selecting one will display recently accessed files, all files, or all projects depending on the filter. Selecting Files will also display the file tree, where you can narrow your selection down to the contents of a single folder.

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You can also manage Tasks from Wdesk Home. Click on Tasks to display and manage your tasks.

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To learn more about tasks, read the article Creating and Assigning Tasks.

While using Spreadsheets, you can move your mouse to the left edge of your browser menu to open the Home menu to access these options at any time.

Searching in Home

Files in Wdesk Home can be searched for by selecting the search box in the upper right corner of Home and typing in a search term. The search will look for any matches within the file title, including file type. As you type, the results are displayed in a list below the search box. The results list is updated as you continue to search. Selecting the enter key will execute the search and display the results in the main file grid. Clicking on any of the results from the results list will open that file.

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

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Opening Files in Home

To open a file from the list, simply click on the name of the file. The file will open in a new browser tab (or a new browser window, depending on your web browser settings).

If you have any Wdesk applications already open in another browser tab (or window), then any subsequent files you open from Wdesk Home will open in the existing tab (or window).

Returning to Home

To return to Wdesk Home, simply select the Wdesk logo in the top left of the Wdesk solution you are working in, or click on your name, and choose Home from the drop-down menu.