Organize data with folders

The framework for each plan is that you will have access to a single workspace that your organization can access and contribute to. In this lesson, you will learn how to organize folders in a way that reflects how teams collaborate with one another across your organization.

Within a workspace, work is organized within folders. A folder can contain related Projects and Channels so everyone can find and share their work with ease.

Folders help you organize your team space by setting up a dedicated space that can be customized to meet the requirements of specific teams or project groups. Decide where you want your team to add data to by starting with a simple schema for organizing projects into folders. These folders can be structured by teams, product areas, stages of research, or anything else that makes sense for your organization.

• To create a folder, open Projects → Create New → Folder.

• From there, you can move existing projects into the folder and determine who has access under Share.

Once you've decided on a structure for your folders, ensure the right people have the right access to the folder and the data within. Managers and contributors with Full access to a folder can control who has access to the folder and its contents using the Share settings.

For Enterprise workspaces, we recommend that you set your folders as View only and assign access to groups of users created by an admin. This means that unless explicitly added to the folder, users and groups will not be able to create and edit projects within the folder.

By default, any new projects created within a folder will automatically inherit the same permissions set at the folder level.