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. Both folders are expanded so we can see their 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, and select Create new folder.
  3. Enter the name and then select Create.

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, and select  Rename.

Deleting folders

Only workspace owners can manage folders.

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

To delete a folder:

  1. On the Sidebar, go to Workspaces & Spaces.
  2. At the chosen folder, go to More, and select  Delete.

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