Creating folders allows your team to keep your boards organized. Folders are a great way to keep similar boards together. They are also useful for companies that have a number of different departments. For example, you could create sales, marketing, design, and HR folders, and then drag and drop all the related boards under the corresponding folders:
How do I create a folder?
Simply click the Add button located on your left pane and then choose New Folder as below:
With folders, all boards related to one topic can be found inside of them which keeps your boards list very clean and sleek looking!
Move a board inside a folder
Moving a board inside a folder is easy! First, make sure the folder is opened. Then drag the board inside the folder as below:
Create a board within a folder
You can also create a board inside a folder. Simply right click on the relevant folder and select "create board in folder" as below:
How do I edit or delete a folder?
To delete a folder, follow these steps:
- Hover over the folder that you wish to delete
- A pencil and X will appear
- Click the X to delete the folder
- Click the pencil to edit the folder name
Can I share folders?
Due to security reasons, it is currently not possible to share an entire folder (we wouldn't want you to share a board by mistake that was in that folder). That being said, we have a work around: if your folder is within the Shareable boards section, you can always share all of the boards within it.
What's the difference between boards, folders and workspaces?
- A board is the place where your groups of items are held. It's a virtual whiteboard where projects are stored as a way to keep track of everything from everyday tasks to month/year long projects... but so much better! Check out this article to learn more about boards.
- A folder is simply a storage space for boards. Folders make it easy to organize all of your boards so that your account can stay neat and clean.
- Workspaces are here to help your organization better manage multiple departments, teams and projects in one unified place. They provide your account with a hierarchy of organization, allowing you to keep everything orderly as you seamlessly scale your account.