Folders allow you and your team to keep information organized and categorized within your account. You can create folders within Workspace and contain all your data from your boards, dashboards, and workdocs!

How to create a folder

To create a new folder, simply click the “Add” button located on your left side and then select “New Folder” as shown below:

Please note: Folders can only be seen by those who created them or who have access to the boards in their content, and only the user who created the folder can delete it.

If you don’t see the navigation area on the left side of your screen, it may be collapsed. Simply click the arrow to open the navigation as shown here:

Fill your content inside a folder

Deleting your account content (board, dashboard, or workdoc) from a folder is easy! All you have to do is drag and drop it under the folder name and you’re done!

Create new content directly within a folder

You can also create a board, dashboard, workdoc, and more directly within a folder! To do this, hover over a folder name, click the three-dot menu, select “Create in folder,” and then choose one of the options shown.

Add a folder within a folder

Looking to add another layer of folders inside another folder to organize your work? You can add two layers of folders inside a folder, for a total of 3 levels of organization within Workspace.

To add a folder within a folder, simply hover over the folder where you want to place the new folder and select the three-dot menu. From the menu, click “New Folder,” give it a name, and you’re good to go.

How to edit or delete a folder

To delete a folder, hover over the folder you want to delete, click the three-dot menu, then “Delete Folder.” To rename a folder, follow the same steps and select “Rename Folder” from the menu.

Please note: Deleting a folder will archive all boards and delete all dashboards within it, including those that are private. You can restore individual boards from the Archives section and dashboards from the Trash section within 30 days.

Color your folders!

Better organize your information in Workspace by coloring your folders! This is a great way to keep all your information colorful and easier to find.

To color a folder, hover over a particular folder and click on the three-dot menu that appears. From the resulting menu, click on “Change Color” and then select the color of your choice!

What is the difference between boards, folders, and workspaces?

• A board is where groups of items are kept. It’s a virtual whiteboard where projects are kept to keep track of everything from daily tasks to long-term projects… but much better! Check out this article to learn more about boards.
• A folder is simply a place to store your boards. Folders make it easy to organize all your boards so your account stays clean and tidy.
• Workspaces are here to help your organization better manage multiple departments, teams, and projects in one unified place. They give your account a hierarchy of organization, allowing you to keep everything organized as you scale your account.

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