Folders

In this article:

Overview

Folders are used to categorize spaces within workspaces. It’s an intuitive way to keep your projects organized in KanBo. Folders can be hidden or expanded to see the spaces inside.

Example: The Education workspace has two folders: Projects and Events. The Events folder is expanded so we can see its content.

Creating folders

Only workspace owners can create folders.

To create a folder:

  1. On the Sidebar, go to Workspaces & Spaces.
  2. At the desired workspace, go to More (the three-dots menu), and select Add new folder.
  3. Enter the name and then select Add.

Folders can also be created within existing folders.

Organizing spaces with folders

Only workspace owners can manage folders.

You can move spaces between folders within a workspace.

To place a space in a folder:

  1. On the Sidebar, go to Workspaces & Spaces.
  2. By the folder’s name select the triangle to make it point down .
  3. Drag the space and move it below the folder.

Renaming folders

Only workspace owners can manage folders.

To rename a folder:

  1. On the Sidebar, go to Workspaces & Spaces.
  2. At the chosen folder, go to More (the three-dots menu), and select  Rename.

Deleting folders

Only workspace owners can manage folders.

To delete a folder:

  1. On the Sidebar, go to Workspaces & Spaces.
  2. At the chosen folder, go to More (the three-dots menu), and select Remove.

If you delete a folder that contains spaces, the spaces are automatically moved up one level.

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