Creating Folders and Subfolders
Organization is key when managing projects. Punchlist offers folders and subfolders to prevent your dashboard from becoming overwhelming and chaotic.
To create a folder:
- On your Punchlist dashboard, under Folders, select Add a Folder.
- In the New Folder pop up, type your desired folder name under “What do you want to call this folder?”.
- Next, from the dropdown, choose the projects that you would like to add to the folder. (If you’d prefer, you can create a folder with a name only and add projects later.)
- Click Create Folder.
- You will be guided to your newly created folder page where your selected projects will be displayed. Also, you will be able to access this folder page from your main dashboard by selecting the folder name.
To create a subfolder:
- From your folder page, under Folders, click Add Folder.
- In the New Sub Folder pop up, type your desired folder name under “What do you want to call this folder?”.
- Next, from the dropdown, choose the projects that you would like to add to the subfolder.
- Click, Create Folder.
- You will be guided to your newly created folder page where your selected projects will be displayed. To access subfolders from the main dashboard, you will have to select the main folder.
You are now able to organize your projects for simplicity with your team.
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