Use Folders

Business Background

You can add and search for folders. Search for your projects and folders more efficiently in a few clicks.

Titan Solution

It used to be only possible to filter or search for a project. This new feature allows more options to organize, find and manage projects using folders. Clients with many projects across multiple departments can manage projects more efficiently.

How to Video

Coming soon.

How to Guide

• There are no default folders available. You need to create at least one folder.
• Projects could be assigned to more than one folder.
• You can add subfolders to folders.

You can do the following:

• Create new folders
• Manage existing folders
• Add subfolders to existing folders
• Rename a folder
• Remove a project from a folder

Create new folders

1. Make sure that you are on the Dashboard.
2. Click on the Kebab menu of an existing project. The context menu opens.

3. Click on the Manage Folders option. The Manage Folders screen opens.

4. Click on the + New Folder folder option. The New Folder Name screen opens.

5. Type a folder name in the New Folder Name pop-up.
6. Click on the Save icon. 

The folders are added at the top of the list on the left side of the Dashboard.

A project will have a label with the folder name to which it was assigned. Multiple folder names are listed together, separated with a comma if the project is in more than one folder.

Manage existing folders

1. Click on the Kebab menu of an existing project. The context menu opens.
2. Click on the Manage Folders option. The Manage Folders screen opens.

3. Use the drop-down list and select an existing folder.

4. Click on the Save button.

5. Click on the All option under Folders. All the folders are displayed.

6. Click on the Show more option to see all the folders.

7. Use the Search functionality to search for folders and projects.

When a project is cloned, the cloned project will be in the same folder as the parent project.

Add subfolders to existing folders

1. Click on a folder to open it.
2. Click the Create New Folder option. The New Folder Name screen opens.

3. Type a folder name in the New Folder Name pop-up.
4. Click on the Save icon. 

The subfolder is added under the selected folder.

You can add projects to the subfolder.

1. Select the projects you want to add.
2. Click the Kebab icon and select the Manage Folders option. The manage Fodlers screen opens.

3. Use the drop-down list and select the subfolder that you added.

4. Click the Save button.

The project is added to the subfolder.

Use the arrow to open the list of subfolders.

Rename a folder

1. Select the folder and click the Kebab icon. The Rename Folder Name screen opens.

2. Type a new name in the field and click the Save icon.

The folder name is changed.

Remove a project from a folder

1. Open the folder and click the Kebab icon of the project that you want to remove from the folder.
2. Click the Manage Folder option. The manage Folder screen opens.

3. Click the Clear option. The project is removed from the folder.