← Help Center / Folders

How to create a folder

Create folders and sub-folders in your sessions, sprints or Innovation Opportunities lists to keep your work organized.

Folders let you group sessions, sprints or Innovation Opportunities so your lists stay easy to scan. Each folder holds one type of item, depending on the list where you create it.

Before you start

  • Folders you create in a team workspace belong to that team. Switch to the right workspace first.
  • Folders for Innovation Opportunities are available on the Pro license and for team members.

Steps

  1. Open the list where you want the folder:
    • In the Instigator sidebar, click Sessions or Sprints.
    • In the Leader sidebar, click Innovation Opportunities.
  2. Click New folder.
  3. In the Create new folder window, type a name in the Name field.
  4. Click Create new folder.
  5. The new folder opens and you see "Folder created successfully".

Create a sub-folder

  1. Click a folder name in the list to open it.
  2. Click New folder inside the folder.
  3. Enter a name and click Create new folder.

Tips

  • To rename a folder, click the ... menu on its row and choose Edit folder.
  • To delete a folder, click the ... menu on its row and choose Delete. Only empty folders can be deleted.
  • When you create a new sprint or a new Innovation Opportunity while a folder is open, it is saved in that folder.
  • To put existing sprints or sessions in a folder, use Move to folder in the ... menu on their row.

Related articles