When you have multiple projects for the same client or department, you probably desire a way to organize them. With folders, it’s easy! All you have to do is create your first folder and then drag and drop the project to the folder.
How do I create a folder?
To create a folder, select the +Create a Folder button that is located above the projects on the top left.
Once the folder is created, you can easily drag and drop projects to that folder.
How do I create a new folder for a new project?
While you are creating a project, it is mandatory to add that project to a folder. If you do not have a folder set up already, you can easily create one when naming a project.
To do that, follow these steps:
Select create project
Name the project
Name the folder you’d like to nest the project in
Which plans include Folders?
All ADVANCED and higher plans include Folders. If you are on an ESSENTIAL plan, it does not include this feature.
If you have any questions or comments, feel free to start a chat or email us at [email protected] We’re always happy to help.