Folders

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Overview

Organize your projects and channels into folders so your team can find and share their work with ease. Content can be re-ordered and stored in folders, and your most important folders, projects, and channels can be pinned for quick access by everyone in your organization.

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Where to find folders

Find folders using the tabs on the Browse section of your Home page. These tabs let you navigate your projects and find your work quickly.

• Folders, Channels, Projects → Shows a list of all projects, channels, or folders at the highest level.
• Docs → Show all Docs from projects you have access to across the workspace.

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Create and edit a folder

Managers and Contributors can create a new folder for their workspace via the sidebar by clicking on + New

• To create a new folder, click +New and select Folder.

You can also create a subfolder inside a folder, and another folder inside that folder, and so on. With this, the biggest limit you need to know is that you can go 5 folders deep in your folder structure. At any time, you can rename, move, share, and delete your folder by hovering over the folder and clicking ••• to apply relevant options.

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Organize projects into folders

To make projects easy for users in your workspace to find, organize your projects into folders and reorder them with drag and drop. Group related projects into folders by:

• Type of research → Customer interviews, usability testing, survey responses.
• Product team → Core product, search and navigation, growth.
• Department/role → Design, user research, content strategy.

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Assign users or groups access to a folder

If you are on a Business or Enterprise plan with Full access to a folder, you can also limit who can view, edit, and create new objects that live within a folder. View more information about sharing and access controls →

• To do this, click ••• next to the folder and select Share.
• From there, enter users or groups and assign the appropriate access level to them.

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Pin and reorder objects

Admins can pin projects, channels, and folders to the top of the Home page for quick access across the workspace — useful for surfacing ongoing research or active work.

• To pin a project, open ••• next to it and select Pin for everyone.
• Once pinned, the item appears at the top of your Home page.
• To reorder pinned items, drag and drop them into your preferred order. The new order applies to the entire workspace.

Projects and folders outside the pinned section can also be reordered by dragging them to their desired position.

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Select objects to pin, move, archive, or delete

You can select one or multiple objects on the Browse page by clicking on the checkbox that appears while hovering over them. From there, you’ll be able to use the actions menu that appears at the bottom of your screen to edit your selection. In this menu, you will see different options depending on what you have selected.

• If you have only selected projects, you can pin, move, archive, or delete your selection.
• If you have only selected folders, you will be able to move, or delete your selection.
• If you have selected both projects and folders, you will be able to move, or delete your selection.

When deleting an object, you have access to restore it in the workspace trash within 30 days after deletion.

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For you

From within the Home page, you can navigate to the For you section and filter by:

• Created by me → All projects, channels, and folders you’ve created across the workspace.
• Viewed by me → Objects you’ve recently viewed across the workspace.

This is a personalized section that surfaces content tailored to your activity, including data, docs, projects, agents, and other objects you’ve recently viewed or created. You can customize how content is displayed using the sorting and filtering options in the dropdown on the right.