Folder Management ¶

Introduction ¶

Folders help you organize and filter checklists on the checklists page. You can create your own folders, or use the folders automatically created for you.

• The All checklists folder is your default folder. To view surveys in other folders, click the folder dropdown to switch.
• The Shared with me folder contains checklists owned by someone else and shared with you.
• The Uncategorized folder contains the checklists that have not been moved to any folder.

Create a New Folder ¶

To create a new folder:

1. Go to the checklists page.
2. At the top of the checklist list, click the "Folder" icon.
3. The "Folder Management" popup will appear.
4. Enter a name for the folder.
5. Click Save.

Rename a Folder ¶

To edit the name of a folder:

1. Go to the checklists page.
2. At the top of the checklist list, click the "Folder" icon.
3. The "Folder Management" popup will appear.
4. Click above the folder name to edit.
5. Enter a new name.
6. Click Save.

Delete a Folder ¶

When you delete a folder, checklists inside the folder aren't deleted. checklists will stay in your account on the checklists page.

1. Go to the checklists page.
2. At the top of the checklist list, click the "Folder" icon.
3. The "Folder Management" popup will appear.
4. Click Delete next to the folder you want to delete.
5. Click OK to confirm.

Move checklists into a Folder ¶

To move a checklist into a folder:

1. Go to the checklists page.
2. Select the checkbox of the checklist you want to move
3. Click Bulk Actions > Move To
4. Choose the folder you want to move the checklist to