Manage Workflows with Folders

Adding folders to your My Workflows list is an easy way to keep a long list of workflows organized. Here's how you can categorize your workflows 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 Workflows page, click the heading from the top of the list.
  2. Click New folder.
  3. Give your new folder a name.

Moving existing workflows into a folder

  1. From your My Workflows page, select the workflow(s) that you'd like to move into a folder, by selecting their checkboxes to the left of the workflow'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.

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You can create folders up to two levels deep. 

Creating a Workflow within a folder

  1. First, open the folder from your My Workflows page.
  2. Click the Create New Workflow button. Your new workflow will be created within that folder.

     

More information

  • Permissions: Super Users can create, rename and delete folders. All other Authors can view folders hosting workflows they have access to and can create workflows 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.

 

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