Create folders from the sidebar and within a Teamspace

Folders help organize modules better in a Teamspace. This makes it easier for users to find and access the desired modules without the need for searching or scrolling through the entire list.

You can create folders from multiple places in your CRM account. You can create folders from the Modules tab and from Teamspace within Setup.

Availability : It is supported in all CRM for Everyone early access customer accounts.

Permission Required
- Users with Manage Teamspace permission in their profile can create folders
OR
- Users who are assigned as Teamspace admin can create folders for that Teamspace.

Create folders from the Sidebar

You can create folders from the sidebar of your CRM account. To create folders:

Click the More(...) icon next to the teamspace name and select Create Folders.
Enter the folder name and click Create.
Click the + icon near the folder to add modules . Select the modules to be added and click Add.
To add more modules to your folder from the Modules tab, again click the + icon next to the folder name, select the modules you need, and click Add.

Create folders from within Teamspace in Setup

You can create folders while creating a new Teamspace or in an existing Teamspace.

Go to Setup, select Teamspace and select the Teamspace for which you want to create folders. You can also click +Create Teamspace to add folders for a new team.
Click Create Folder and add a folder name.
Click the + icon to add modules to the newly created folder.
Click Save.

Alternatively, you can also click Add Modules, select the drop-down(Root) option at the bottom and click Create Folder at the bottom.

If you've added modules before creating a folder first, you can simply drag and drop the modules into the folder after you create one.

Manage folders

Edit the folder from a Teamspace within Setup

To edit the folder from a Teamspace within Setup:

Click Setup, select Teamspace, and select the Teamspace whose folders you want to edit.
To rename the folder, click the Edit icon, enter the new folder name, and click the green tick to save.
To add modules to the folder, click the + icon, or to remove modules from the folder, click the remove ( - ) icon.
Click Save.

Delete a folder from a Teamspace within Setup

To delete a folder from a Teamspace within Setup :

Go to Setup, select the Teamspace, and click on the Teamspace you want to delete a folder from.
Locate the folder and click the Delete icon next to the folder name.
- To remove the modules from the folder and delete the folder, click Delete.
- To move the modules to another folder and then delete the folder, select a folder and click Move & Delete.