Introduction
This guide provides step-by-step instructions on how to manage folders, move projects to different folders, and transfer projects between workspaces. Organizing your projects efficiently can help improve your productivity and streamline your workflow.
1. Understanding Folders
Folders are used to organize projects, making it easier to locate and manage them. You can assign your folders different names to organize them by type, or status.
2. Creating a New Folder 📂
To create a new folder:
Open your Workspace: Navigate to the workspace where you want to create the folder.
Create a New Folder:
On the Home page, search for the folder section and click on it
Then click on "New Folder"
GIve your folder a name and click one "Create Folder".
3. Moving a Project to a Folder 🔄📁
To move a project into a specific folder:
Locate the Project: Find the project you want to move in the workspace.
Move the Project:
Look for the three dots on the top right corner of the file.
Click on "Move to folder" option.
Choose the target folder from the list.
Confirm the move if prompted.
Verify the Move: Navigate to the destination folder to ensure the project is now listed there.
4. Moving a Project Between Workspaces 🔄🏢
To transfer a project from one workspace to another:
Open the Source Workspace: Navigate to the workspace where the project currently resides.
Use the Move Option:
Look for the three dots on the top right corner of the file.
Look for a "Move to workspace" option.
Select the target workspace from the list of available workspaces.
Open the Target Workspace: Navigate to the new workspace to ensure the project has been successfully moved.
⚠️ Important: To be able to move projects within workspaces, you need to the ADMIN or OWNER of both workspaces. If you only have user credential, you won't be able to complete this action.
5. Conclusion
Organizing your projects into folders and workspaces can greatly enhance your workflow. By following the steps outlined in this article, you can effectively manage your projects, ensuring that everything is in its proper place.
If you encounter any issues or have further questions, feel free to reach out to our support team.