Manage Trees with Folders

  • Updated

Adding folders to your My Trees list is an easy way to keep a long list of trees organized. Here's how you can categorize your trees into folders.

Adding a new folder

Authors with Super User permissions can create, rename and delete folders. See this section for more information.

  1. From your My Trees page, click the mceclip1.pngheading from the top of the list.
  2. Click Create folder.
    2022-10-26_12-18-44.png
  3. Give your new folder a name.
    2022-10-26_12-22-31.png

Moving existing trees into a folder

  1. From your My Trees page, select the tree(s) that you'd like to move into a folder, by selecting their checkboxes to the left of the tree's name.
  2. Now click the Actions button in the toolbar.
  3. Choose Move to folder from the menu options.
    2022-10-26_12-30-13.png

Folder hierarchy

You can create folders within folders. Here's an example of folders for Inbound and Outbound within the Sales folder.

2022-10-26_13-11-04.png

You can create folders up to two levels deep. 

Creating a tree within a folder

  1. First, open the folder from your My Trees page.
    2022-10-26_13-20-25.png
  2. Click the Create New Tree button. Your new tree will be created within that folder.
    2022-10-26_13-17-39.png

More information

  • Permissions: Super Users can create, rename and delete folders. All other Authors can view folders hosting trees they have access to and can create trees within those folders, but cannot create, rename or delete folders.
  • Shared view: The folder structure is shared to all Authors in your Organization. When a Super User creates a folder, all Authors will see that folder.

 

Was this article helpful?

2 out of 2 found this helpful

Have more questions? Submit a request

Didn't find what you need?

Our friendly customer support team is here to help

Submit a Ticket

Looking for help or advice?

Reach out to our knowledgeable community of users.

Zingtree Community