> ## Documentation Index
> Fetch the complete documentation index at: https://reedai-07fa30f1.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Organize with Folders

> Structure your project content with folders for better organization and navigation

## 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.

<Note>
  Think of folders as filing cabinets for your AI work. A well-organized folder structure saves time and reduces cognitive load.
</Note>

## Why Use Folders?

<CardGroup cols={2}>
  <Card title="Easy Navigation" icon="compass">
    Find conversations and files quickly with logical grouping
  </Card>

  <Card title="Team Clarity" icon="users">
    Help team members understand project structure at a glance
  </Card>

  <Card title="Context Separation" icon="layer-group">
    Keep different project phases or features separate
  </Card>

  <Card title="Workflow Support" icon="diagram-project">
    Match your folder structure to your actual workflow
  </Card>

  <Card title="Clean Workspace" icon="broom">
    Reduce clutter by organizing related content
  </Card>

  <Card title="Quick Filtering" icon="filter">
    Filter and search within specific folders
  </Card>
</CardGroup>

## Creating Folders

Set up your folder structure efficiently.

<Steps>
  <Step title="Open project sidebar">
    Navigate to your project and ensure the sidebar is visible
  </Step>

  <Step title="Click New Folder">
    Click the **+ New Folder** button or **⋮ More** > **New Folder**

    **Keyboard shortcut**: `Cmd/Ctrl + Shift + N`
  </Step>

  <Step title="Name your folder">
    Enter a descriptive folder name:

    **Good examples**:

    * `🎨 Design System`
    * `🔧 Backend API`
    * `📱 Mobile Features`
    * `📝 Documentation`
    * `🐛 Bug Fixes`

    **Poor examples**:

    * `Stuff`
    * `Folder 1`
    * `Misc`

    <Tip>
      Use emojis to make folders visually distinct and easier to scan!
    </Tip>
  </Step>

  <Step title="Choose location">
    * **Root level**: Top-level folder in the project
    * **Inside folder**: Create subfolder within existing folder

    Select parent folder if creating a subfolder
  </Step>

  <Step title="Set folder properties (optional)">
    **Color**: Choose a color accent

    **Icon**: Select an icon or emoji

    **Description**: Add folder purpose

    ```
    Contains all user authentication related conversations and implementation work
    ```
  </Step>

  <Step title="Create">
    Click **Create Folder**

    <Check>
      Your new folder appears in the sidebar, ready to organize content!
    </Check>
  </Step>
</Steps>

## Folder Structure Patterns

Common organizational patterns for different use cases.

<Tabs>
  <Tab title="By Project Phase">
    **Organize by workflow stages**:

    ```
    Project Root
    ├── 📋 01-Planning
    │   ├── Requirements
    │   ├── Research
    │   └── Architecture
    ├── 🎨 02-Design
    │   ├── UI Mockups
    │   ├── Design System
    │   └── User Flows
    ├── 💻 03-Development
    │   ├── Frontend
    │   ├── Backend
    │   └── Database
    ├── 🧪 04-Testing
    │   ├── Unit Tests
    │   ├── Integration Tests
    │   └── Bug Fixes
    └── 🚀 05-Deployment
        ├── DevOps
        └── Documentation
    ```

    **Best for**: Waterfall projects, traditional development
  </Tab>

  <Tab title="By Feature">
    **Organize by product features**:

    ```
    Project Root
    ├── 👤 User Authentication
    │   ├── Login/Signup
    │   ├── Password Reset
    │   └── OAuth Integration
    ├── 📊 Dashboard
    │   ├── Analytics
    │   ├── Charts
    │   └── Data Tables
    ├── 💳 Payments
    │   ├── Stripe Integration
    │   ├── Invoice Generation
    │   └── Subscription Management
    ├── 🔔 Notifications
    │   ├── Email
    │   ├── Push
    │   └── In-App
    └── ⚙️ Settings
        ├── User Preferences
        └── Admin Panel
    ```

    **Best for**: Agile projects, feature-driven development
  </Tab>

  <Tab title="By Component">
    **Organize by technical components**:

    ```
    Project Root
    ├── 🎨 Frontend
    │   ├── Components
    │   ├── Pages
    │   ├── Styling
    │   └── State Management
    ├── ⚙️ Backend
    │   ├── API Endpoints
    │   ├── Business Logic
    │   ├── Database Models
    │   └── Authentication
    ├── 📱 Mobile App
    │   ├── iOS
    │   └── Android
    ├── 🔧 DevOps
    │   ├── CI/CD
    │   ├── Infrastructure
    │   └── Monitoring
    └── 📚 Documentation
        ├── API Docs
        ├── User Guides
        └── Architecture
    ```

    **Best for**: Full-stack projects, microservices
  </Tab>

  <Tab title="By Sprint/Milestone">
    **Organize by time periods**:

    ```
    Project Root
    ├── 📅 Sprint 1 (Jan 1-14)
    │   ├── User Stories
    │   ├── Implementation
    │   └── Review
    ├── 📅 Sprint 2 (Jan 15-28)
    │   ├── User Stories
    │   ├── Implementation
    │   └── Review
    ├── 🎯 Milestone: MVP Launch
    │   ├── Launch Checklist
    │   ├── Release Notes
    │   └── Post-Launch
    └── 📝 Backlog
        ├── High Priority
        ├── Medium Priority
        └── Low Priority
    ```

    **Best for**: Sprint-based teams, milestone-driven projects
  </Tab>

  <Tab title="By Content Type">
    **Organize by what you're creating**:

    ```
    Project Root
    ├── 💬 Conversations
    │   ├── Brainstorming
    │   ├── Q&A
    │   └── Reviews
    ├── 📄 Documents
    │   ├── Specifications
    │   ├── Guides
    │   └── Reports
    ├── 💻 Code
    │   ├── Examples
    │   ├── Snippets
    │   └── Full Scripts
    ├── 🎨 Design Assets
    │   ├── Images
    │   ├── Mockups
    │   └── Diagrams
    └── 🔬 Research
        ├── Market Analysis
        ├── Technical Research
        └── Competitor Analysis
    ```

    **Best for**: Content creation, research projects
  </Tab>
</Tabs>

## Moving Content Into Folders

Organize existing conversations and files.

### Drag and Drop

<Steps>
  <Step title="Select content">
    Click and hold on a conversation or file in the sidebar
  </Step>

  <Step title="Drag to folder">
    Drag the item over the target folder

    The folder highlights when you hover over it
  </Step>

  <Step title="Drop">
    Release to move the item into the folder

    <Check>
      Item is now organized in the folder!
    </Check>
  </Step>
</Steps>

<Tip>
  Hold `Cmd/Ctrl` while dragging to copy instead of move.
</Tip>

### Context Menu

<Steps>
  <Step title="Right-click content">
    Right-click on any conversation or file
  </Step>

  <Step title="Select Move To">
    Click **Move to folder** from the menu
  </Step>

  <Step title="Choose destination">
    Select the target folder from the list or search for it
  </Step>

  <Step title="Confirm">
    Click **Move** to complete
  </Step>
</Steps>

### Bulk Move

Move multiple items at once:

<Steps>
  <Step title="Select multiple items">
    Hold `Cmd/Ctrl` and click items to select multiple

    Or `Shift + Click` to select a range
  </Step>

  <Step title="Right-click selection">
    Right-click on any selected item
  </Step>

  <Step title="Move to folder">
    Choose **Move selected to folder**
  </Step>

  <Step title="Choose destination">
    Select target folder and confirm

    <Info>
      All selected items move to the chosen folder.
    </Info>
  </Step>
</Steps>

## Nested Folders

Create subfolders for deeper organization.

### Creating Subfolders

<Steps>
  <Step title="Navigate to parent folder">
    Click on the folder where you want to add a subfolder
  </Step>

  <Step title="Create subfolder">
    Click **+** or **New Folder** within that folder
  </Step>

  <Step title="Name and configure">
    Set up the subfolder as needed
  </Step>
</Steps>

**Maximum depth**: 5 levels of nesting

```
Root
├── Level 1
│   ├── Level 2
│   │   ├── Level 3
│   │   │   ├── Level 4
│   │   │   │   └── Level 5 (max depth)
```

<Warning>
  Deep nesting can make navigation difficult. Aim for 2-3 levels maximum for best usability.
</Warning>

### 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

<Steps>
  <Step title="Right-click folder">
    Right-click on the folder name
  </Step>

  <Step title="Select Rename">
    Click **Rename** from the menu

    **Keyboard shortcut**: `F2`
  </Step>

  <Step title="Edit name">
    Type the new folder name
  </Step>

  <Step title="Save">
    Press `Enter` or click outside to save
  </Step>
</Steps>

### Changing Folder Color/Icon

<Steps>
  <Step title="Open folder settings">
    Right-click folder > **Folder Settings**
  </Step>

  <Step title="Customize appearance">
    * **Color**: Choose from palette
    * **Icon**: Select icon or emoji
    * **Description**: Update folder description
  </Step>

  <Step title="Save changes">
    Click **Save** to apply
  </Step>
</Steps>

### 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`

<Info>
  Moving a folder moves all its contents and subfolders.
</Info>

### Deleting Folders

<Warning>
  Deleting a folder moves all its contents to the project root. The content is not deleted, only the folder organization.
</Warning>

<Steps>
  <Step title="Right-click folder">
    Right-click on the folder to delete
  </Step>

  <Step title="Select Delete">
    Click **Delete Folder**
  </Step>

  <Step title="Confirm">
    Confirm the deletion

    **What happens**:

    * Folder is deleted
    * All contents move to project root
    * Subfolders become top-level folders
  </Step>

  <Step title="Reorganize if needed">
    Move the contents to other folders as needed
  </Step>
</Steps>

**Alternative**: Archive folder instead of deleting to preserve structure.

## Folder Features

Advanced folder capabilities.

### Folder Descriptions

Add context about what belongs in each folder:

<Steps>
  <Step title="Open folder settings">
    Right-click folder > **Folder Settings**
  </Step>

  <Step title="Add description">
    Enter a description:

    ```
    Contains all conversations and code related to the user authentication 
    system, including login, signup, password reset, and OAuth integration.

    See the Backend API folder for related API endpoints.
    ```
  </Step>

  <Step title="Save">
    Description appears when hovering over the folder
  </Step>
</Steps>

### Folder Templates

Save folder structures as templates:

<Steps>
  <Step title="Create ideal structure">
    Set up folders with your preferred organization
  </Step>

  <Step title="Save as template">
    Right-click project > **Save Folder Structure as Template**
  </Step>

  <Step title="Name template">
    Give it a descriptive name:

    * "Feature Development Structure"
    * "Sprint Planning Layout"
    * "Research Project Organization"
  </Step>

  <Step title="Use template">
    When creating new projects, select your template to replicate the structure
  </Step>
</Steps>

### 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

**Use cases**:

* Confidential folders (HR, Legal)
* Client-specific folders
* Department-restricted content

**Setup**: Folder Settings > Permissions

### Folder Views

Different ways to view folder contents:

<Tabs>
  <Tab title="List View">
    **Compact list** (default):

    * One item per line
    * Shows title, date, author
    * Quick scanning
    * Most conversations visible
  </Tab>

  <Tab title="Grid View">
    **Visual grid**:

    * Thumbnails/previews
    * Title and basic info
    * Good for visual content
    * Slower to scan
  </Tab>

  <Tab title="Timeline View">
    **Chronological**:

    * Organized by date
    * Shows activity timeline
    * Good for time-based projects
    * See project progression
  </Tab>

  <Tab title="Table View">
    **Detailed table**:

    * Multiple columns
    * Sortable by any field
    * Filter by properties
    * Export to CSV
  </Tab>
</Tabs>

**Switch views**: Click view icon in folder header

## Searching Within Folders

Find content in specific folders.

### Folder-Scoped Search

<Steps>
  <Step title="Navigate to folder">
    Click on the folder you want to search
  </Step>

  <Step title="Open search">
    Press `Cmd/Ctrl + F` or click search icon
  </Step>

  <Step title="Enter query">
    Type your search term

    **Search scope**: Automatically limited to current folder and subfolders
  </Step>

  <Step title="View results">
    Results show only items from this folder

    <Tip>
      Click "Search all folders" to expand search to entire project.
    </Tip>
  </Step>
</Steps>

### 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

**Apply filters**: Click filter icon in folder toolbar

## Folder Organization Best Practices

<AccordionGroup>
  <Accordion title="Keep it simple">
    **Avoid over-organization**:

    ✅ **Good structure** (3 levels):

    ```
    Frontend
    ├── Components
    │   ├── UI Elements
    │   └── Forms
    └── Pages
    ```

    ❌ **Too complex** (6 levels):

    ```
    Frontend
    ├── Development
    │   ├── Active
    │   │   ├── In Progress
    │   │   │   ├── High Priority
    │   │   │   │   ├── Components
    │   │   │   │   │   └── Buttons
    ```

    **Guidelines**:

    * Maximum 3-4 nesting levels
    * 5-10 folders at each level
    * Clear, descriptive names
  </Accordion>

  <Accordion title="Use consistent naming">
    **Naming conventions**:

    **With prefixes**:

    ```
    01-Planning
    02-Design
    03-Development
    04-Testing
    05-Deployment
    ```

    **With emojis**:

    ```
    🎨 Design
    💻 Development
    🧪 Testing
    🚀 Deployment
    📝 Documentation
    ```

    **With tags**:

    ```
    [WIP] Feature Development
    [REVIEW] Code Reviews
    [DONE] Completed Features
    [ARCHIVE] Old Work
    ```

    Pick one system and stick to it across projects.
  </Accordion>

  <Accordion title="Align with workflow">
    **Match how you actually work**:

    If you work in sprints → Use sprint-based folders

    If you work by feature → Use feature-based folders

    If you work by role → Use component/role-based folders

    **Don't force a structure that doesn't match your process**.
  </Accordion>

  <Accordion title="Regular maintenance">
    **Keep folders clean**:

    **Weekly**:

    * File new conversations
    * Remove empty folders
    * Update folder descriptions

    **Monthly**:

    * Archive completed folders
    * Reorganize as needed
    * Review folder permissions

    **Quarterly**:

    * Restructure if workflow changed
    * Clean up old content
    * Update templates

    <Tip>
      Set a recurring calendar reminder for folder maintenance.
    </Tip>
  </Accordion>

  <Accordion title="Document your structure">
    **Help team understand organization**:

    Create a "📖 README" conversation in the project root explaining:

    * Folder structure overview
    * Naming conventions
    * Where to put different types of content
    * Who manages each folder
    * Organization philosophy

    **Example README**:

    ```
    # Project Organization Guide

    ## Folder Structure
    - 🎨 Design: All UI/UX work
    - 💻 Code: Implementation conversations
    - 📝 Docs: Documentation and guides
    - 🐛 Bugs: Bug reports and fixes

    ## Guidelines
    - Use Design folder for mockups and feedback
    - Move completed work to Archive monthly
    - Tag urgent items with [URGENT] prefix

    ## Questions?
    Ask @projectmanager for help with organization
    ```
  </Accordion>
</AccordionGroup>

## Smart Folder Features (Pro/Enterprise)

Advanced automation and intelligence.

### Auto-Organize

<Info>
  Available on Pro, Team, and Enterprise plans.
</Info>

**Automatic folder assignment based on rules**:

<Steps>
  <Step title="Enable auto-organize">
    Project Settings > Organization > Enable Auto-Organize
  </Step>

  <Step title="Create rules">
    Click **Add Rule**

    **Example rules**:

    * If title contains "bug" → Move to `🐛 Bugs` folder
    * If created by @designer → Move to `🎨 Design` folder
    * If tagged #urgent → Move to `⚡ Urgent` folder
    * If contains code → Move to `💻 Development` folder
  </Step>

  <Step title="Test rules">
    Run rules on existing content to verify
  </Step>

  <Step title="Enable">
    Rules apply automatically to new content
  </Step>
</Steps>

### Smart Suggestions

AI-powered folder recommendations:

**How it works**:

* Analyzes conversation content
* Suggests appropriate folder
* Learn from your organization patterns
* Improve over time

**Enable**: Project Settings > Organization > Smart Suggestions

### 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

**Access**: Project Settings > Analytics > Folder Insights

## Keyboard Shortcuts

Speed up folder management:

| Action          | Shortcut               | Description                       |
| --------------- | ---------------------- | --------------------------------- |
| New folder      | `Cmd/Ctrl + Shift + N` | Create folder in current location |
| Rename folder   | `F2`                   | Rename selected folder            |
| Move item       | `Cmd/Ctrl + Shift + M` | Move selected item to folder      |
| Expand folder   | `→`                    | Expand selected folder            |
| Collapse folder | `←`                    | Collapse selected folder          |
| Expand all      | `Cmd/Ctrl + →`         | Expand all subfolders             |
| Collapse all    | `Cmd/Ctrl + ←`         | Collapse all folders              |
| Delete folder   | `Del` / `Backspace`    | Delete selected folder            |
| Folder search   | `Cmd/Ctrl + F`         | Search in current folder          |
| Navigate up     | `Alt/Opt + ↑`          | Go to parent folder               |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't create folder">
    **Possible causes**:

    * Insufficient permissions (need Editor role)
    * Maximum folder depth reached (5 levels)
    * Project is archived
    * Duplicate folder name at same level

    **Solutions**:

    * Check your role in project
    * Create folder at a higher level
    * Use unique folder name
    * Unarchive project if needed
  </Accordion>

  <Accordion title="Can't move items to folder">
    **Check these**:

    * 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)

    **Try**:

    * Close the conversation
    * Refresh the page
    * Use context menu instead of drag-drop
  </Accordion>

  <Accordion title="Folder disappeared">
    **Where it might be**:

    * Collapsed parent folder (expand to see)
    * Moved by another team member
    * Accidentally deleted (check root)
    * Hidden by filter/search

    **Recovery**:

    * Use global search to find folder
    * Check activity log for moves/deletions
    * Ask team members
    * Contact support if needed
  </Accordion>

  <Accordion title="Folder structure looks different">
    **Possible reasons**:

    * Another team member reorganized
    * View setting changed
    * Filter applied
    * Wrong project selected

    **Solutions**:

    * Check activity log for changes
    * Clear filters and reset view
    * Verify correct project
    * Sync with team on structure
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Create Project" icon="folder-plus" href="/projects/create-project">
    Set up a new organized project
  </Card>

  <Card title="Invite Members" icon="user-plus" href="/projects/invite-and-members">
    Add team members to collaborate
  </Card>

  <Card title="Share Content" icon="share" href="/projects/shared-chats-and-docs">
    Share organized content with team
  </Card>

  <Card title="Project Settings" icon="gear" href="/projects/org-settings">
    Configure project-level settings
  </Card>
</CardGroup>

<Check>
  A well-organized folder structure makes your project easy to navigate and helps your team work efficiently!
</Check>