Save important team docs - or templates - by pinning them to the top of your folders and workspaces.
Pinned docs are a powerful way to keep track of which docs are important to your team or organization. When you pin a doc, this saves the doc at the top of the folder or workspace for easy access by everyone. You can even pin your team’s templates to your workspace.
ℹ️ Note that pinning docs is different from starring docs. Starred docs are a personal shortcut, where as pinning docs provides visibility for your entire team.
Within this article, you’ll find...
Pin docs and templates to your workspace
Note that pinning docs and templates to workspaces is available only on our Team and Enterprise plans. Additionally, you must be at least a Doc Maker in order to pin to workspaces. If your workspace admin has set additional restrictions, pinning may be limited to only workspace admins (a type of Doc Maker). To learn more, check out the FAQ below about limiting access to workspace pinning.
Organizations have different best practices, onboarding instructions, and templates that users should always have easy access to. This is especially important for organizations that want to standardize processes for users in a large workspace or highlight information for new users joining a workspace.
Now Doc Makers and admins can pin key docs or templates that everyone in a workspace should always have access to. The pinned docs and templates will show up at the top of the workspace, and will be accessible to all the members in the workspace.
Pin docs
Pinning docs to the workspace allows you to curate and highlight valuable docs right at the top of the workspace so that members can have easy access to them. Once you pin a doc, it will appear under the Pinned by your team section at the top of your workspace. You can pin as many docs as you want to the workspace. Note that you’ll need to be a Doc Maker or Admin in order to pin a doc to your workspace.
Note: You can only pin docs that are directly shared with “anyone in the workspace” or are in folders that are shared with “anyone in the workspace.” So please ensure that everyone in workspace has access to the doc before pinning the doc to the workspace.
To pin a doc, go to your doc list and locate the doc you want to pin. Then click on the overflow menu (three horizontal dots) to the right of the doc title, and select Pin to workspace. The doc should now appear in the Pinned by your team section at the top of your workspace.
To unpin a doc, hover over the pinned doc and click on the overflow menu (three horizontal dots in the upper right). From here, select Remove pin. Alternatively, you can also unpin the doc from the overflow menu next to the doc title in your doc list.
Pin templates
If you have created specific templates for OKR tracking, project management, account plans, etc. that you want all members of your workspace to use, you can pin those templates to the top of the workspace. Pinning templates helps you standardize your workflows in Coda and also helps users get started on Coda more easily!
To pin a template, navigate to coda.io/docs, hover over your workspace name in the left panel, and click on the three-dot menu that appears. Select Manage templates from the list. From here, expand the template you want to pin and click on the Pin to workspace button. That’s it! The pinned template will now show in the Pinned by your team section at the top of your workspace.
You can unpin templates the same way you unpin docs. Pinned templates will also appear in the Pinned by your team section at the top of the workspace and will have badging to help users differentiate templates from docs.
Note: You can only pin templates created by members in your workspace. To create a template or turn a doc into a template, see how to create custom templates.
Pin docs to a folder
Within a folder, you can pin docs so that they show up at the top of the folder for everyone with access to that folder. Unlike pinning to a workspace, pinning docs to folder is available on all Coda tiers (Free, Pro, Team, and Enterprise).
To do so, just hover over the doc name in the folder, then select the 3 horizontal dots to the right of the doc. Select Pin to [Folder Name].
Any Doc Maker with edit access to the folder can pin docs, and there is no limit to the number of docs that can be pinned. Pinned docs are ordered such that the most recently pinned doc shows up first, but you can also reorder by dragging and dropping your pinned docs.
FAQs
Who can pin docs and templates?
Anyone - Doc Maker, Editor, etc. - can pin a doc to a folder. This includes customers on Free, Pro, Team, and Enterprise plans.
Pinning docs to a workspace is a bit different. First off, workspace pinning is only available on our Team and Enterprise plans. By default, you must be a Doc Maker or Doc Maker (Workspace admin) in order to pin docs to workspaces. However, if your workspace admin has set additional restrictions (see the following FAQ), then you may need to be a Doc Maker Admin in order to pin docs to the workspace.
Can workspace admins restrict workspace pinning to admins only?
Yes! By default, any Doc Maker or Doc Maker (Workspace admin) (on a Team or Enterprise plan) can pin docs to a workspace. But if you're a workspace admin, you have the option to restrict this ability to only workspace admins (also known as Doc Maker (Workspace admins)).
To do so, just go to coda.io/docs, click on your name in the lower-left corner, and select Admin settings. Then scroll to the Membership policies tab (within the Members section). At the bottom of this page, you'll find a Workspace pinning setting. Here you can switch the setting from All Doc Makers to Doc Maker (Workspace admins) only.
What types of docs or templates should I pin?
For pinning to your workspace, we recommend pinning company-wide resources like:
Docs: New user onboarding doc, Company wiki, Company OKRs, Announcements docs, etc.
Templates: Project management template, Account plan template, Meeting notes template, 1:1 doc template, etc.
For pinning to folders, we recommend pinning team-specific docs like: