Articles on: Workflows

How to Organize Your Workflows Into Folders

How to Organize Your Workflows Into Folders






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.

Updated on: 09/09/2021

Was this article helpful?

Share your feedback

Cancel

Thank you!