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 New button located on your left pane and then choose New Folder.
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:
And you are all set! 🎉
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, you need to delete or move all of its content first. Once done, 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
What's the difference between boards and folders?
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.
Can I share folders?
If you have created a folder within the Shareable boards section, you cannot share it. But, you are able to share all of the boards in your folder and have your team member create their own individual folders! To do this, you will first have to invite your guests and team members to the shareable boards (*note, Shareable boards are only available on the Standard plan and up).
If you have any questions about best practices on keeping your boards organized using the folders, please don't hesitate to contact [email protected] :)