A folder in the View Panel groups public views under a name. Select the folder to expand or collapse it. Folders keep a long panel short, and Folder Settings can show a folder to selected members only.
Here is the test: does the table have more views than fit on one screen, or views that belong to one team? If yes, use folders. A folder tidies the panel; it does not protect records. For that, use table, field or record permissions.
Example: a Vendor Management solution with a Vendors table. The Security lead creates two folders. Security review holds the scoring views and is visible to the Security Team only. Shared with Procurement and Finance holds the Vendor risk register and the Vendor map, moved in, and Vendor cards, created inside the folder from its +.
The View Panel with the Security review folder collapsed and the Shared with Procurement and Finance folder expanded, showing its three views.
Plan Availability | Professional and Enterprise. Signature provides the same capabilities as Enterprise, but this is where our GRC and IT Service Delivery products can be licensed. These products can not be licensed for Team, Pro or Enterprise plans. |
Permissions | Solution Managers and Account Administrators create, rename and delete folders and set who sees them. |
Platform | Web |
Related Reading |
Opening Create New View > Folder
In the View Panel, hover over Create New View at the foot of the panel. The list of view types opens: Grid, Card, Kanban, Calendar, Timeline, Gantt, Map, Chart, Dashboard, Form and Document, then Folder, each with a +.
Select Folder. A folder row appears under the public views with its name box ready, prefilled New Folder.
Type the name and press Enter. For the first folder, that is Security review.
An empty folder shows No Views under its name. Hover over a folder and two controls appear at its right: a + to create a view inside the folder, and a ... that opens the folder menu.
Putting views in a folder
Create a view inside the folder. Hover over the folder and select its +. The Explore View Types window opens for that folder: one card per view type, each opening the Create New dialog. The new view is created inside the folder. The Security lead creates Vendor cards this way.
Choose the folder at creation or duplication. Once the table has a folder, the Create New dialog for any view type and the Duplicate View dialog carry a folder dropdown. Its label is Choose a folder where you'd like to place the View. It reads No folder and lists every folder of the table. See Creating a Saved View and Duplicating a Saved View.
Drag a view in or out. Drag a view from the list onto the folder, or out of the folder to return it to the main list. Drag views inside a folder to reorder them.
Tip: Make one folder per audience, such as Shared with Procurement and Finance, rather than one per view type. The folder's visibility then matches the people who use it.
A folder row on hover, with the + to create a view in this folder and the ... that opens the folder menu.
The folder menu
Hover over the folder and select its .... The menu lists five items, in order.
Rename Folder
Puts the folder's name into edit mode. Type the new name and press Enter. The folder's name can also be changed in Folder Settings.
Collapse All and Expand All
Collapse All closes every folder in the panel, so only the folder names and the views outside folders show. Expand All opens every folder again. The chevron on a folder's row expands or collapses that folder alone.
Folder Settings
Opens the Folder Settings dialog, with Folder Name and Folder Visibility. Visibility is Everyone to start; Selected Members narrows the folder to the members, Teams and permission roles you pick. Folder Permissions explains the dialog in full. The Security lead sets Security review to Selected Members and picks the Security Team.
Delete Folder
The item is red. A confirmation prompt appears when the folder holds views. The views in the folder are not deleted; they return to the list of public views.
Note: Deleting a folder never deletes its views. They go back to the panel's main list, and any folder visibility that hid them is gone with the folder.
The folder menu open, with Rename Folder, Collapse All, Expand All, Folder Settings and Delete Folder.
Permissions
Who manages folders. Solution Managers and Account Administrators create, rename and delete folders and open Folder Settings. Only they see the folder menu. Full Access members and every level below see the folders they are allowed to see. See View Panel: create, organize and lock views.
Who sees a folder. Everyone with access to the table, until Folder Visibility is set to Selected Members. Solution Managers and Account Administrators always see every folder. A hidden folder hides its views from the panel; it does not change what a member may do with the records. See Folder Permissions.
Using folders
Select the chevron on a folder's row to expand or collapse it. After a page reload, folders open collapsed. The search icon at the top of the panel finds views inside folders too; a matching view is listed without its folder while the search is active. A view inside a folder can be starred as a favorite like any other. Folders hold public views; private views stay under My Private Views.
Frequently asked questions
Who can see my folder?
Who can see my folder?
Everyone with access to the table, unless Folder Visibility is set to Selected Members in Folder Settings. Solution Managers and Account Administrators always see every folder.
What happens to the views when I delete a folder?
What happens to the views when I delete a folder?
Nothing happens to them. They return to the list of public views in the panel.
Why can I not create a folder?
Why can I not create a folder?
Two reasons. Folders are on the Professional and Enterprise plans. Signature provides the same capabilities as Enterprise, but this is where our GRC and IT Service Delivery products can be licensed. These products can not be licensed for Team, Pro or Enterprise plans. And only Solution Managers and Account Administrators create them; a Full Access member sees no Folder option.
Can a private view go in a folder?
Can a private view go in a folder?
Folders group public views. A private view sits under My Private Views, which is your own list.
Why are my folders closed when I come back?
Why are my folders closed when I come back?
Folders open collapsed after a page reload. Select the chevron on the row, or Expand All in the folder menu.
Last verified 30 Oct 2026.



