Project folders

Adding folders

You can create custom folders in order to group your projects together. To do this quickly, click on the + button to the right of Projects in the left navigation. Then click on the drop down menu that says Unassigned Folder and select New Folder from the list, type the folder name, and click ok.

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You can also select an existing folder if you are adding a project and have already created the folder that you want to add it in. Projects not added to a folder will be in the unassigned folder.

Editing folders

You can edit folder names and delete them. The favorites and unassigned folders cannot be removed. To edit a folder, hover over the folder name and click the pencil icon to the right of the folder name. You'll get a dialogue box to update the folder name or to delete it as shown here:

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If you delete a folder, all projects will automatically be moved to your unassigned folder.

Using folders

You can move existing projects to any folders. To do this, simply click on the project and drag and drop it in the folder you wish to add it to. You can create as many folders as you want. You can also minimize folders in the left navigation by clicking on the arrow to the left of the folder name. Folders allow you to organize your projects. For example, if you have 10 projects with a particular client, then simply create a folder under that client name and add those projects to that folder.

Folder permissions

Each user maintains their own list of folders. You cannot view another users folder list. This lets each user create custom folders for their projects based on their personal preference.

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