How to Organize Your Workflows Into Folders

Erasne

Last Update 9 mesi fa

ABOUT THIS LESSON


When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized.


Step 1: Creating Folders


  • Navigate to Workflows
  • Click "Create folder" in the top right
  • In the popup window, name your Folder.
  • Save, and it will appear in your list of All Workflows.


Step 2: Moving Workflows Into Folders


  • Hover next to the name of an existing Workflow to popup the Actions tab.
  • Select Move to Folder from the dropdown
  • In the popup window, choose a folder, and Save.
NOTE: You can move a Workflow out of one folder into the general page, or into another folder, following the same process. You can also navigate into a folder and create a Workflow from within the folder to automatically have it saved within that folder.

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