Using Folders

Folders on the Home Page

Create a hierarchy of Folders to organize your Projects. Control access to folders by opening the sharing options with the 3 vertical dots on the folder card

Folder within a Project

Create folders within your projects to organize the members

Create Folders that hold Projects

Use the "New Folder" button to create new folders on the Home Page.

To create a Folder within a Folder, first click on a Folder to open it, then click "New Folder"

Folders within Projects

With a Project Open, click the "New Folder" icon. When you hover over an icon, the name of that icon will appear, as shown below.

Click the "New Folder" icon

Enter the Folder's Name

Once you've click "New Folder" you will be prompted to enter the Folder's name.

Each folder has some options.

If you click on the menu icon next to a Folder's Name you can add a new Member within that Folder or edit the name of the folder

You can also move members from one folder to another

Use the select button to pick the members
Click on the move button and you will get a dialog box similar to the one shown to the left.
Pick the folder you want the selected members moved to.

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