Folders

Folders help 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

Sub-Folders

You can create one level of sub-folders within your existing folders to further group related items together. Sub-folders are useful for organizing by project, client, or team within a broader category.

Creating a Sub-Folder

• Navigate into an existing folder

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

• Name your sub-folder to reflect its specific contents

Sub-Folder Behavior

• Sub-folders have all the same functionality as regular folders

• You can move workflows, grids, and other items into sub-folders just like regular folders

• Sub-folders are limited to one level deep (you cannot create sub-folders within sub-folders)

Sub-folders are ideal for scenarios like organizing client projects within a "Clients" folder, or separating draft and published content within a "Blog" folder.

Moving Items 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