Overview
This article walks through creating folders and adding activity templates to them. Folders are currently in beta, and more features are coming over the next few weeks. We'd love to hear your feedback to help us improve! Feel free to reach out to our support team, or send me an email directly at [email protected].
Timeline
Dates are approximate as of right now - you may see things a bit earlier, or later than what is outlined below. We'll do our best to keep things updated as timelines change!
Feature | Timeline |
Folders for activity templates | Available now |
Bulk move items into folders | Available now |
Share an entire folder (including the items within it) with individuals, communities, or agency members | Available now |
Folders for email templates & forms | Late May - early June |
Folders for task & automation templates | Early - mid June |
Folders for Workflows & itinerary templates | Mid - late June |
Creating & organizing folders
Go to Activity Templates in your Library, and select New -> Folder
You'll be able to name and create your folder from there.
Move items into or out of folders
You'll see the option to move an item into a folder via the individual item:
Or in bulk from the table itself:
Once you select that, choose the folder you'd like to add it to.
When searching in your library, keyword search will work on folders and items within folders
Using folders in trip building
When you drag an activity library into a trip, you'll now be able to access folders with organized content.
Share folders
You'll see an option to share an entire folder from the 'edit' menu:
When sharing a folder, all items within it will be shared
If you want to remove access to an individual item, keep in mind that you'll first need to adjust the folder share permissions, or move it out of that folder to do so:
