View Folders

Organize your Saved Views into folders

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

The View folder feature allows you to store your Saved Views into folders to keep them organized.

This feature is available for both Professional and Enterprise plans.

Creating a View Folder

To create a View folder, hover over the "Create a New View" panel. A window will display with the Folder option.

Note: Only Solution Managers have the ability to create view folders.

A new View Folder will be displayed at the bottom. Once created, you have the option to name your folder.

Simply drag and drop the views you wish to include in the created folder.

Easily collapse and expand the Folders to keep the View dropdown organized.

Easily see results when you are searching for a folder. Folders are hidden during the search, displaying the View names only. Clearing the search returns Folders to the list.

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