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Folders

Folders group the workflows in a workspace. Use them to separate teams, clients or stages of work.

The Workflows page with three coloured folders, IT operations, Customer support and Finance, at the start of the grid, followed by workflow cards.The Workflows page with three coloured folders, IT operations, Customer support and Finance, at the start of the grid, followed by workflow cards.

How folders work

  • Folders belong to a workspace. Each workspace has its own set.
  • Folders are one level deep. There are no subfolders.
  • A workflow is in one folder at most, or at the top level.
  • Folders appear in the All Workflows, Active and Inactive tabs. The Archive tab is a flat list.

Create a folder

  1. On the Workflows page, click the New folder button next to the view toggle.
  2. Type a name in the card that appears at the start of the grid.
  3. Press Enter to save, or Esc to cancel.

The New folder button is hidden while you are inside a folder, because folders cannot be nested.

Move a workflow into a folder

Two ways:

  • Drag a workflow card onto a folder. This works from the top-level view.
  • Open the card's ⋯ menu, choose Move to folder, then pick a folder. To take a workflow out of a folder, choose Move to root.

Open a folder

Click a folder to see only the workflows inside it. The header shows the folder name and a back arrow to return to all workflows. Search, sort and the tabs still apply inside a folder.

Rename, colour or delete a folder

Hover a folder and open its ⋯ menu.

Action What happens
Rename The name becomes editable in place. Press Enter to save.
Color Pick a colour for the folder card.
Delete Asks for confirmation. Workflows inside the folder move back to the top level. They are not deleted. Deleting a folder cannot be undone.

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