Folders

Folders helps you categorize and structure your workflows, grids, and other assets for easier management and collaboration. They function similar to folders in a file system, allowing you to create a hierarchical structure that keeps your workspace clean and your projects well-organized.

Creating Folders

Folders help you organize your workflows and grids into logical groupings.

• Click the "Create" button and select "Folder" from the dropdown menu

• Give your folder a descriptive name that reflects its contents

• Use folders to organize by project, client, department, or workflow type

Moving Files into Folders

You can easily move existing workflows and grids into folders to maintain an organized workspace.

• Select the checkbox next to the items you want to move

• Click "Create Folder from Selection" or use the "Move to" option in the context menu

• You can also drag and drop items into existing folders for quick organization

Deleting Folders

When a folder is no longer needed, you can remove it from your workspace.

• Click the three-dot menu next to the folder name

• Select "Delete Folder" from the dropdown options

• Note that deleting a folder does not delete its contents - items will be moved back to the root level