Manage Folders | Online Help | Zoho Projects

Manage Folders

Organize Folders 

Organize your project files based on a category. You can group all your marketing collateral in a folder and sales documents in another folder, so that it's easy to pick out. You can add, edit, and delete folders in Zoho Projects.
  1. Navigate to your project and click Documents from the top band.
  2. Click in the top-right corner of the page to view folders by Thumbnail, List and Compact.
  3. Click to sort folders by Name, Last modified and Time Created.
  4. Click to filter by All, Folders, Documents, Spreadsheets, Presentations, PDF, Images, Audio, or Videos.
  5. Open the folder and click in the right panel to view its details.

Add a new folder

You can create folders inside the Documents tab of Zoho Projects.
  1. Navigate to your project and select Documents in the top band.
  2. Click New in the top-right corner of the page.
  3. Select Folder.
  4. Enter the name for your folder and click Create

Add a new subfolder

You can also create multi-level folders to segregate and classify files. You can also rename, remove, and view the folder details and access statistics. You can create nested folders and organize your project documents based on your business needs.
  1. Navigate to Documents in the top band from your project.
  2. Click the folder for which you want to create a subfolder.
  3. Click New and select Folder.
  4. Enter the name for your subfolder and click enter/return on your keyboard.

Folder Operations

  1. You can right click on any folder and choose to:
    1. Open: Access the contents of the folder.
    2. Properties: View detailed information about the folder, including its creation date, modification date, and owner.
    3. Share: Add members to the folder to grant them access to its contents.
    4. New embed code: Generate an embed code to embed the folder within a website or other platform.
    5. New download link: Create a shareable link for downloading the entire folder and its contents.
    6. Share to Support: Share the folder directly with Zoho WorkDrive support team for assistance.
    7. Add to Favorites: Add the folder to your favorites list for quick and easy access.
    8. Label As: Label the folder to categorize and organize it.
    9. Copy To: Create a copy of the folder and its contents in another folder.
    10. Rename: Change the name of the folder.
    11. Move To: Move the folder to another folder within the project.
    12. Download: Download the entire folder and its contents as a ZIP file.
    13. Move to Trash: Delete the folder and its contents.
All these folder operations remain the same as that of a file. Refer here for more details

Bulk Updates

  1. Hover over the folder, select the folders and
  1. Click to copy folder links to clipboard
  2. Click to download folders to device.
  3. Click  for more bulk actions.

Manage Folders

  1. Click Manage next to the folder title below the top band.
  2. Click Team Folder Details to view its information, such as Name, Description, Type, Created by, Modified By, Number of files, created and modified by, size and storage used.
  3. Click Members to view the members associated with the folder.
  4. Click Settings to set up permissions for folder.
  5. Click Trash to view and manage the deleted folders.
  6. Click Shared Items to view and manage all shared folders.


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