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Folder Organization Overview

Folders help you organize conversations, files, and documents within projects. Create a logical structure that makes it easy to find content and collaborate with your team.
Think of folders as filing cabinets for your AI work. A well-organized folder structure saves time and reduces cognitive load.

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Why Use Folders?

Easy Navigation

Find conversations and files quickly with logical grouping

Team Clarity

Help team members understand project structure at a glance

Context Separation

Keep different project phases or features separate

Workflow Support

Match your folder structure to your actual workflow

Clean Workspace

Reduce clutter by organizing related content

Quick Filtering

Filter and search within specific folders

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Creating Folders

Set up your folder structure efficiently.
1

Open project sidebar

Navigate to your project and ensure the sidebar is visible
2

Click New Folder

Click the + New Folder button or ⋮ More > New FolderKeyboard shortcut: Cmd/Ctrl + Shift + N
3

Name your folder

Enter a descriptive folder name:Good examples:
  • 🎨 Design System
  • 🔧 Backend API
  • 📱 Mobile Features
  • 📝 Documentation
  • 🐛 Bug Fixes
Poor examples:
  • Stuff
  • Folder 1
  • Misc
Use emojis to make folders visually distinct and easier to scan!
4

Choose location

  • Root level: Top-level folder in the project
  • Inside folder: Create subfolder within existing folder
Select parent folder if creating a subfolder
5

Set folder properties (optional)

Color: Choose a color accentIcon: Select an icon or emojiDescription: Add folder purpose
Contains all user authentication related conversations and implementation work
6

Create

Click Create Folder
Your new folder appears in the sidebar, ready to organize content!

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Folder Structure Patterns

Common organizational patterns for different use cases.
Organize by workflow stages:
Project Root
├── 📋 01-Planning
│   ├── Requirements
│   ├── Research
│   └── Architecture
├── 🎨 02-Design
│   ├── UI Mockups
│   ├── Design System
│   └── User Flows
├── 💻 03-Development
│   ├── Frontend
│   ├── Backend
│   └── Database
├── 🧪 04-Testing
│   ├── Unit Tests
│   ├── Integration Tests
│   └── Bug Fixes
└── 🚀 05-Deployment
    ├── DevOps
    └── Documentation
Best for: Waterfall projects, traditional development

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Moving Content Into Folders

Organize existing conversations and files.

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Drag and Drop

1

Select content

Click and hold on a conversation or file in the sidebar
2

Drag to folder

Drag the item over the target folderThe folder highlights when you hover over it
3

Drop

Release to move the item into the folder
Item is now organized in the folder!
Hold Cmd/Ctrl while dragging to copy instead of move.

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Context Menu

1

Right-click content

Right-click on any conversation or file
2

Select Move To

Click Move to folder from the menu
3

Choose destination

Select the target folder from the list or search for it
4

Confirm

Click Move to complete

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Bulk Move

Move multiple items at once:
1

Select multiple items

Hold Cmd/Ctrl and click items to select multipleOr Shift + Click to select a range
2

Right-click selection

Right-click on any selected item
3

Move to folder

Choose Move selected to folder
4

Choose destination

Select target folder and confirm
All selected items move to the chosen folder.

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Nested Folders

Create subfolders for deeper organization.

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Creating Subfolders

1

Navigate to parent folder

Click on the folder where you want to add a subfolder
2

Create subfolder

Click + or New Folder within that folder
3

Name and configure

Set up the subfolder as needed
Maximum depth: 5 levels of nesting 
Root
├── Level 1
│   ├── Level 2
│   │   ├── Level 3
│   │   │   ├── Level 4
│   │   │   │   └── Level 5 (max depth)
Deep nesting can make navigation difficult. Aim for 2-3 levels maximum for best usability.

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Expanding and Collapsing

  • Click folder name: Expand/collapse folder
  • Arrow icon: Toggle folder visibility
  • Keyboard shortcuts:
    • →: Expand folder
    • ←: Collapse folder
    • *: Expand all subfolders
    • /: Collapse all folders

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Folder Management

Maintain and organize your folder structure.

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Renaming Folders

1

Right-click folder

Right-click on the folder name
2

Select Rename

Click Rename from the menuKeyboard shortcut: F2
3

Edit name

Type the new folder name
4

Save

Press Enter or click outside to save

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Changing Folder Color/Icon

1

Open folder settings

Right-click folder > Folder Settings
2

Customize appearance

  • Color: Choose from palette
  • Icon: Select icon or emoji
  • Description: Update folder description
3

Save changes

Click Save to apply

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Moving Folders

Move folders (with all contents) to reorganize:
  • Drag and drop: Drag folder to new location
  • Context menu: Right-click > Move to
  • Cut and paste: Cmd/Ctrl + X, navigate, Cmd/Ctrl + V
Moving a folder moves all its contents and subfolders.

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Deleting Folders

Deleting a folder moves all its contents to the project root. The content is not deleted, only the folder organization.
1

Right-click folder

Right-click on the folder to delete
2

Select Delete

Click Delete Folder
3

Confirm

Confirm the deletionWhat happens:
  • Folder is deleted
  • All contents move to project root
  • Subfolders become top-level folders
4

Reorganize if needed

Move the contents to other folders as needed
Alternative: Archive folder instead of deleting to preserve structure.

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Folder Features

Advanced folder capabilities.

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Folder Descriptions

Add context about what belongs in each folder:
1

Open folder settings

Right-click folder > Folder Settings
2

Add description

Enter a description:
Contains all conversations and code related to the user authentication 
system, including login, signup, password reset, and OAuth integration.

See the Backend API folder for related API endpoints.
3

Save

Description appears when hovering over the folder

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Folder Templates

Save folder structures as templates:
1

Create ideal structure

Set up folders with your preferred organization
2

Save as template

Right-click project > Save Folder Structure as Template
3

Name template

Give it a descriptive name:
  • “Feature Development Structure”
  • “Sprint Planning Layout”
  • “Research Project Organization”
4

Use template

When creating new projects, select your template to replicate the structure

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Folder Permissions (Enterprise)

Set folder-level permissions: Permission options:
  • Who can view folder contents
  • Who can add to folder
  • Who can modify folder structure
  • Who can delete from folder
Use cases:
  • Confidential folders (HR, Legal)
  • Client-specific folders
  • Department-restricted content
Setup: Folder Settings > Permissions

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Folder Views

Different ways to view folder contents:
Compact list (default):
  • One item per line
  • Shows title, date, author
  • Quick scanning
  • Most conversations visible
Switch views: Click view icon in folder header

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Searching Within Folders

Find content in specific folders.
1

Navigate to folder

Click on the folder you want to search
2

Open search

Press Cmd/Ctrl + F or click search icon
3

Enter query

Type your search termSearch scope: Automatically limited to current folder and subfolders
4

View results

Results show only items from this folder
Click “Search all folders” to expand search to entire project.

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Advanced Folder Filters

Filter folder contents: Filter options:
  • Date range: Created/modified dates
  • Author: Specific team members
  • Content type: Conversations, files, Canvas docs
  • Tags: Custom tags
  • Status: Draft, completed, archived
Apply filters: Click filter icon in folder toolbar

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Folder Organization Best Practices

Avoid over-organization:✅ Good structure (3 levels):
Frontend
├── Components
│   ├── UI Elements
│   └── Forms
└── Pages
❌ Too complex (6 levels):
Frontend
├── Development
│   ├── Active
│   │   ├── In Progress
│   │   │   ├── High Priority
│   │   │   │   ├── Components
│   │   │   │   │   └── Buttons
Guidelines:
  • Maximum 3-4 nesting levels
  • 5-10 folders at each level
  • Clear, descriptive names
Naming conventions:With prefixes:
01-Planning
02-Design
03-Development
04-Testing
05-Deployment
With emojis:
🎨 Design
💻 Development
🧪 Testing
🚀 Deployment
📝 Documentation
With tags:
[WIP] Feature Development
[REVIEW] Code Reviews
[DONE] Completed Features
[ARCHIVE] Old Work
Pick one system and stick to it across projects.
Match how you actually work:If you work in sprints → Use sprint-based foldersIf you work by feature → Use feature-based foldersIf you work by role → Use component/role-based foldersDon’t force a structure that doesn’t match your process.
Keep folders clean:Weekly:
  • File new conversations
  • Remove empty folders
  • Update folder descriptions
Monthly:
  • Archive completed folders
  • Reorganize as needed
  • Review folder permissions
Quarterly:
  • Restructure if workflow changed
  • Clean up old content
  • Update templates
Set a recurring calendar reminder for folder maintenance.
Help team understand organization:Create a ”📖 README” conversation in the project root explaining:
  • Folder structure overview
  • Naming conventions
  • Where to put different types of content
  • Who manages each folder
  • Organization philosophy
Example README:
# Project Organization Guide

## Folder Structure
- 🎨 Design: All UI/UX work
- 💻 Code: Implementation conversations
- 📝 Docs: Documentation and guides
- 🐛 Bugs: Bug reports and fixes

## Guidelines
- Use Design folder for mockups and feedback
- Move completed work to Archive monthly
- Tag urgent items with [URGENT] prefix

## Questions?
Ask @projectmanager for help with organization

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Smart Folder Features (Pro/Enterprise)

Advanced automation and intelligence.

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Auto-Organize

Available on Pro, Team, and Enterprise plans.
Automatic folder assignment based on rules:
1

Enable auto-organize

Project Settings > Organization > Enable Auto-Organize
2

Create rules

Click Add RuleExample rules:
  • If title contains “bug” → Move to 🐛 Bugs folder
  • If created by @designer → Move to 🎨 Design folder
  • If tagged #urgent → Move to ⚡ Urgent folder
  • If contains code → Move to 💻 Development folder
3

Test rules

Run rules on existing content to verify
4

Enable

Rules apply automatically to new content

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Smart Suggestions

AI-powered folder recommendations: How it works:
  • Analyzes conversation content
  • Suggests appropriate folder
  • Learn from your organization patterns
  • Improve over time
Enable: Project Settings > Organization > Smart Suggestions

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Folder Analytics (Enterprise)

Insights about folder usage:
  • Most active folders
  • Folder growth over time
  • Team member contributions per folder
  • Content type distribution
  • Folder access patterns
Access: Project Settings > Analytics > Folder Insights

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Keyboard Shortcuts

Speed up folder management:
ActionShortcutDescription
New folderCmd/Ctrl + Shift + NCreate folder in current location
Rename folderF2Rename selected folder
Move itemCmd/Ctrl + Shift + MMove selected item to folder
Expand folder→Expand selected folder
Collapse folder←Collapse selected folder
Expand allCmd/Ctrl + →Expand all subfolders
Collapse allCmd/Ctrl + ←Collapse all folders
Delete folderDel / BackspaceDelete selected folder
Folder searchCmd/Ctrl + FSearch in current folder
Navigate upAlt/Opt + ↑Go to parent folder

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Troubleshooting

Possible causes:
  • Insufficient permissions (need Editor role)
  • Maximum folder depth reached (5 levels)
  • Project is archived
  • Duplicate folder name at same level
Solutions:
  • Check your role in project
  • Create folder at a higher level
  • Use unique folder name
  • Unarchive project if needed
Check these:
  • You have permission to move items
  • Target folder exists and isn’t deleted
  • Item isn’t locked by another user
  • Item isn’t in use (open conversation)
Try:
  • Close the conversation
  • Refresh the page
  • Use context menu instead of drag-drop
Where it might be:
  • Collapsed parent folder (expand to see)
  • Moved by another team member
  • Accidentally deleted (check root)
  • Hidden by filter/search
Recovery:
  • Use global search to find folder
  • Check activity log for moves/deletions
  • Ask team members
  • Contact support if needed
Possible reasons:
  • Another team member reorganized
  • View setting changed
  • Filter applied
  • Wrong project selected
Solutions:
  • Check activity log for changes
  • Clear filters and reset view
  • Verify correct project
  • Sync with team on structure

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Next Steps

Create Project

Set up a new organized project

Invite Members

Add team members to collaborate

Share Content

Share organized content with team

Project Settings

Configure project-level settings
A well-organized folder structure makes your project easy to navigate and helps your team work efficiently!