Overview
This article walks through creating folders and adding activity templates to them. This feature is currently available for activity templates, email templates, and forms. It will be rolling out to other library item types in the coming weeks!
Creating & organizing folders
Go to Activity Templates, Email Templates, or Forms in your Library, and select the folder icon
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 / email sending
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:
