Folders Hero Pn
Available on Professional (legacy) and Enterprise plans

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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

Finding folders can be done with ease by utilizing the tabs that you’ll find on your Browse page. These tabs will allow you to navigate your projects to find your work quickly.
  • Folders, Channels, Projects → Shows a list of all projects, channels or folders at the highest level.
  • Published insights → Shows all published insights from projects you have access to across the workspace.
You can filter the view of folders by:
  • Active → Shows active projects and channels.
  • Archived → Shows archived projects and channels.
  • All projects → Shows both active and archived projects and channels.

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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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Create and edit a folder

Managers and Contributors can create a new folder for their workspace in Home or Browse pages.
  • 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’re going to 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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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

Managers have the ability to pin projects, channels and folders to the top of the projects page for quick access across your workspace. This is useful to feature any ongoing research or active work your team is conducting.
  • To pin a project, open ••• next to your project and select Pin for everyone.
  • Once selected, the project will appear at the top of your projects page.
Projects and folders can also be reordered by simply dragging them to their desired position. Doing this will save the new order for the entire workspace and can be reordered at any time by users with Contributor or Manager.

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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 this in workspace trash within 30 days after deletion.

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View published insights from a folder

Available on Professional and Enterprise plans
Within each folder, you’ll find a feed that is automatically configured to display all published insights from the projects within it. This is a great way for your stakeholders to easily discover and engage with insights that are relevant to them without needing to jump between projects. Published Insights Jp

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View your work in Dovetail

Available on Professional and Enterprise plans
Open the Your work page to find projects, channels folders that you’ve created, navigate to those you’ve recently edited, or quickly access what you’ve recently viewed. On this page, you’ll find three sections:
  • All → All objects that you have created across the workspace.
  • Your projects → Recently updated projects that you’ve contributed to.
  • Recently viewed → Objects across your workspace that you’ve recently viewed.
Folders, channels and projects can be added to your sidebar for quick access by pressing Add to favorites (☆) from Browse or Your work pages. Save To Your Work Pn