Creating a New Folder

In the Workboards Pane, you can create folders to organize your workboards efficiently and logically. It is good practice to arrange entities in a hierarchy of folders, which will make it possible to grant permissions at the different levels of the tree.

To create a new folder under Public Workboards, you need to have appropriate permission.

To create a new folder:

1.      In Public Workboards or Private Workboards, click  next to the folder under which you want to create a new one. For example, if you want to create a folder under the root Private Workboards, click  next to it.

2.      From the options menu, select New folder.

3.      In the Create New Folder window, enter the folder name.

4.      Click OK to create the folder.