#2 Folder and Group management

Basic information

Folder, Group area

Concept

Folder and group management are provided for efficient project management. Projects are divided into "folders" (upper) and "groups" (lower). (You can think of a computer's folders and file system)

• Structure - Workspace > Folder > Group > Project

Is there a limit to the number of folders and groups created?

You can create unlimited numbers in all plans.

Administrative rights

Workspace owners and administrators can create/edit/delete/view/move folders and groups.

Workspace users can create, but groups with administration can view/edit/delete/move.

Folder management

Create

1. Click the “+” button to the right of the group list in the left sidebar of the workspace.

2. Add a folder with the name "New folder" under "Group list"

3. Enter a folder name (up to 45 characters) and click anywhere or press the enter key to save and complete.

Edit

1. When you place the mouse over the folder you want to edit in the "Group list," the edit/delete icon is displayed.

2. When you click the "Edit" icon (pen), enter the new group name and click anywhere to save and complete.

Delete

1. When you place the mouse over the folder you want to delete in the "Group list," the edit/delete icon appears.

2. A pop-up with deletion information will appear when you click the "delete" icon (trash can). Click OK to complete the deletion.

If there is a group in the folder you want to delete, you can move it to another folder and then delete it.

Group management

Create

1. In the group list on the left sidebar of the workspace, click the “+” button to the right of “Folder” to create a new “group”

2. Add a group with the name "New group" under the selected "Folder"

3. Enter the group name (up to 45 characters) and click anywhere or press the Enter key to save and complete the group creation.

Edit and Delete

Same as editing and deleting folders

If there is a project in the group you want to delete, you can move the project to another group and then delete it.

Change order

You can change the order of both “folder” and “group” in the group list using the the order below.

1. Activate the order change function by clicking the “Reorder” icon (up and down arrows) on the right side of the group list.

2. Click the icon in front of the name of the folder or group whose order you want to change and move it to the desired location.

3. After changing to the desired location, click the “Reorder complete” button to complete saving.

However, since “folder” is higher than “group,” the higher-level “folder” cannot be moved into the lower-level “group.”