Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Does Workiva provide the ability to add folders to the Projects view?

Answered
Request Demo
Does Workiva provide the ability to make folders in the Projects? I know you can for files but it would be helpful if we could group on projects.
0

Comments

2 comments

Date Votes
  • Mike
    Hi Sarah!

    To clarify, by folders in Projects, do you mean from the Home screen or within the project itself? If you are talking about a project itself, you can add new folders to the project via the 'Add Folder' button, like so:



    If you are talking about 'Projects' view in Wdesk Home, unfortunately, you can't add a folder from there, as it's essentially a filtered view. You can, however, move a project into any folder from the 'Files' view. Is this what you are looking to do?

    If you have any questions on the above or if I've missed the mark entirely, let me know and I'll be happy to help. Thanks for the question and have a great day!
    0
  • Sarah Degn
    Hi Mike,
    I'm looking to organize the 'Projects' view on Wdesk Home by adding folders for different quarters and reports. I organized our 'File' view that way and thought it may be possible in the Project view.

    Thank you for your insight!
    0

Please sign in to leave a comment.