Folder Organization Overview
Folders help you organize conversations, files, and documents within projects. Create a logical structure that makes it easy to find content and collaborate with your team.Why Use Folders?
Easy Navigation
Team Clarity
Context Separation
Workflow Support
Clean Workspace
Quick Filtering
Creating Folders
Set up your folder structure efficiently.Open project sidebar
Click New Folder
Cmd/Ctrl + Shift + NName your folder
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Choose location
- Root level: Top-level folder in the project
- Inside folder: Create subfolder within existing folder
Set folder properties (optional)
Create
Folder Structure Patterns
Common organizational patterns for different use cases.- By Project Phase
- By Feature
- By Component
- By Sprint/Milestone
- By Content Type
Moving Content Into Folders
Organize existing conversations and files.Drag and Drop
Select content
Drag to folder
Drop
Context Menu
Right-click content
Select Move To
Choose destination
Confirm
Bulk Move
Move multiple items at once:Select multiple items
Cmd/Ctrl and click items to select multipleOr Shift + Click to select a rangeRight-click selection
Move to folder
Choose destination
Nested Folders
Create subfolders for deeper organization.Creating Subfolders
Navigate to parent folder
Create subfolder
Name and configure
Expanding and Collapsing
- Click folder name: Expand/collapse folder
- Arrow icon: Toggle folder visibility
- Keyboard shortcuts:
→: Expand folder←: Collapse folder*: Expand all subfolders/: Collapse all folders
Folder Management
Maintain and organize your folder structure.Renaming Folders
Right-click folder
Select Rename
F2Edit name
Save
Enter or click outside to saveChanging Folder Color/Icon
Open folder settings
Customize appearance
- Color: Choose from palette
- Icon: Select icon or emoji
- Description: Update folder description
Save changes
Moving Folders
Move folders (with all contents) to reorganize:- Drag and drop: Drag folder to new location
- Context menu: Right-click > Move to
- Cut and paste:
Cmd/Ctrl + X, navigate,Cmd/Ctrl + V
Deleting Folders
Right-click folder
Select Delete
Confirm
- Folder is deleted
- All contents move to project root
- Subfolders become top-level folders
Reorganize if needed
Folder Features
Advanced folder capabilities.Folder Descriptions
Add context about what belongs in each folder:Open folder settings
Add description
Save
Folder Templates
Save folder structures as templates:Create ideal structure
Save as template
Name template
- “Feature Development Structure”
- “Sprint Planning Layout”
- “Research Project Organization”
Use template
Folder Permissions (Enterprise)
Set folder-level permissions: Permission options:- Who can view folder contents
- Who can add to folder
- Who can modify folder structure
- Who can delete from folder
- Confidential folders (HR, Legal)
- Client-specific folders
- Department-restricted content
Folder Views
Different ways to view folder contents:- List View
- Grid View
- Timeline View
- Table View
- One item per line
- Shows title, date, author
- Quick scanning
- Most conversations visible
Searching Within Folders
Find content in specific folders.Folder-Scoped Search
Navigate to folder
Open search
Cmd/Ctrl + F or click search iconEnter query
View results
Advanced Folder Filters
Filter folder contents: Filter options:- Date range: Created/modified dates
- Author: Specific team members
- Content type: Conversations, files, Canvas docs
- Tags: Custom tags
- Status: Draft, completed, archived
Folder Organization Best Practices
Keep it simple
Keep it simple
- Maximum 3-4 nesting levels
- 5-10 folders at each level
- Clear, descriptive names
Use consistent naming
Use consistent naming
Align with workflow
Align with workflow
Regular maintenance
Regular maintenance
- File new conversations
- Remove empty folders
- Update folder descriptions
- Archive completed folders
- Reorganize as needed
- Review folder permissions
- Restructure if workflow changed
- Clean up old content
- Update templates
Document your structure
Document your structure
- Folder structure overview
- Naming conventions
- Where to put different types of content
- Who manages each folder
- Organization philosophy
Smart Folder Features (Pro/Enterprise)
Advanced automation and intelligence.Auto-Organize
Enable auto-organize
Create rules
- If title contains “bug” → Move to
🐛 Bugsfolder - If created by @designer → Move to
🎨 Designfolder - If tagged #urgent → Move to
⚡ Urgentfolder - If contains code → Move to
💻 Developmentfolder
Test rules
Enable
Smart Suggestions
AI-powered folder recommendations: How it works:- Analyzes conversation content
- Suggests appropriate folder
- Learn from your organization patterns
- Improve over time
Folder Analytics (Enterprise)
Insights about folder usage:- Most active folders
- Folder growth over time
- Team member contributions per folder
- Content type distribution
- Folder access patterns
Keyboard Shortcuts
Speed up folder management:Troubleshooting
Can't create folder
Can't create folder
- Insufficient permissions (need Editor role)
- Maximum folder depth reached (5 levels)
- Project is archived
- Duplicate folder name at same level
- Check your role in project
- Create folder at a higher level
- Use unique folder name
- Unarchive project if needed
Can't move items to folder
Can't move items to folder
- You have permission to move items
- Target folder exists and isn’t deleted
- Item isn’t locked by another user
- Item isn’t in use (open conversation)
- Close the conversation
- Refresh the page
- Use context menu instead of drag-drop
Folder disappeared
Folder disappeared
- Collapsed parent folder (expand to see)
- Moved by another team member
- Accidentally deleted (check root)
- Hidden by filter/search
- Use global search to find folder
- Check activity log for moves/deletions
- Ask team members
- Contact support if needed
Folder structure looks different
Folder structure looks different
- Another team member reorganized
- View setting changed
- Filter applied
- Wrong project selected
- Check activity log for changes
- Clear filters and reset view
- Verify correct project
- Sync with team on structure

