Folders
A folder is a mechanism for grouping lists together. Folders help organize related lists, making it easier to find and manage lists that work together.
Overview
Folders provide a way to collect related lists in one place. This is useful in two main ways:
Grouping by Workflow
Folders can contain all the lists for tasks that comprise a workflow. For example, a folder might contain:
- Diploma Name Change Request
- Diploma Name Change Department Processing
- Diploma Name Change Update Data in the System
All of these related work items are collected in that folder for convenience, making it easy to see and access all the lists involved in that workflow.
Grouping by Concept
Folders can also contain related work items around a concept or theme, regardless of whether they’re part of any workflow. For example, you might have a folder called “Bugs” that contains all the lists involving work items related to fixing bugs, even if those lists aren’t connected by a workflow.
This allows you to organize lists by theme, making it easier to find all work related to a particular concept.
Why Use Folders?
Folders help you:
- Group related lists: Keep lists that work together or share a common theme in one place
- Organize workflows: Collect all lists that are part of the same workflow
- Organize by concept: Group lists around a theme or concept, like “Bugs” or “Customer Requests”
- Improve navigation: Find related lists more easily
- Maintain context: See how different kinds of tasks relate to each other
Folders and Workflows
When tasks move through a workflow, they often involve multiple different kinds of work. Each kind of work has its own list, but all those lists are related because they’re part of the same workflow.
Folders bring these related lists together, so you can:
- See all the lists involved in a workflow at a glance
- Navigate between related lists easily
- Understand how different kinds of tasks connect in a process
Folders and Concepts
Folders can also group lists by theme or concept, even when those lists aren’t part of a workflow. For example:
- A “Bugs” folder might contain all lists related to fixing bugs
- A “Customer Requests” folder might contain all lists for handling customer inquiries
- A “Maintenance” folder might contain all lists for ongoing maintenance tasks
This thematic organization makes it easy to find all work related to a particular concept, regardless of how that work flows through your system.
Folders in Spaces
Folders exist within spaces, just like lists. A space can contain multiple folders, each grouping related lists. This helps teams organize their work hierarchically:
- Space: The workspace for a department or team
- Folders: Groups of related lists (representing workflows or concepts)
- Lists: Collections of tasks of the same kind
This structure makes it easy to find what you need, whether you’re looking for a specific list, exploring all the lists involved in a particular workflow, or finding all lists related to a concept.
Creating and Managing Folders
Folders are created within spaces by space admins or organization admins. When creating a folder, you can:
- Give it a descriptive name that reflects the workflow, process, or concept it represents
- Add lists to the folder that are related to that workflow or concept
- Organize lists in a way that makes sense for your team’s work
As your work evolves, you can add or remove lists from folders to keep the organization current.