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.
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
Creating Folders
Set up your folder structure efficiently.Click New Folder
Click the + New Folder button or ⋮ More > New FolderKeyboard shortcut:
Cmd/Ctrl + Shift + NName your folder
Enter a descriptive folder name:Good examples:
🎨 Design System🔧 Backend API📱 Mobile Features📝 Documentation🐛 Bug Fixes
StuffFolder 1Misc
Choose location
- Root level: Top-level folder in the project
- Inside folder: Create subfolder within existing folder
Set folder properties (optional)
Color: Choose a color accentIcon: Select an icon or emojiDescription: Add folder purpose
Folder Structure Patterns
Common organizational patterns for different use cases.- By Project Phase
- By Feature
- By Component
- By Sprint/Milestone
- By Content Type
Organize by workflow stages:Best for: Waterfall projects, traditional development
Moving Content Into Folders
Organize existing conversations and files.Drag and Drop
Context Menu
Bulk Move
Move multiple items at once:Select multiple items
Hold
Cmd/Ctrl and click items to select multipleOr Shift + Click to select a rangeNested Folders
Create subfolders for deeper organization.Creating Subfolders
Maximum depth: 5 levels of nesting
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
Folder Management
Maintain and organize your folder structure.Renaming Folders
Changing Folder Color/Icon
Customize appearance
- Color: Choose from palette
- Icon: Select icon or emoji
- Description: Update folder description
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.
Deleting Folders
Confirm
Confirm the deletionWhat happens:
- Folder is deleted
- All contents move to project root
- Subfolders become top-level folders
Folder Features
Advanced folder capabilities.Folder Descriptions
Add context about what belongs in each folder:Folder Templates
Save folder structures as templates:Name template
Give it a descriptive name:
- “Feature Development Structure”
- “Sprint Planning Layout”
- “Research Project Organization”
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
- Confidential folders (HR, Legal)
- Client-specific folders
- Department-restricted content
Folder Views
Different ways to view folder contents:- List View
- Grid View
- Timeline View
- Table View
Compact list (default):
- One item per line
- Shows title, date, author
- Quick scanning
- Most conversations visible
Searching Within Folders
Find content in specific folders.Folder-Scoped Search
Enter query
Type your search termSearch scope: Automatically limited to current folder and subfolders
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
Folder Organization Best Practices
Keep it simple
Keep it simple
Avoid over-organization:✅ Good structure (3 levels):❌ Too complex (6 levels):Guidelines:
- Maximum 3-4 nesting levels
- 5-10 folders at each level
- Clear, descriptive names
Use consistent naming
Use consistent naming
Naming conventions:With prefixes:With emojis:With tags:Pick one system and stick to it across projects.
Align with workflow
Align with workflow
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.
Regular maintenance
Regular maintenance
Keep folders clean:Weekly:
- File new conversations
- Remove empty folders
- Update folder descriptions
- Archive completed folders
- Reorganize as needed
- Review folder permissions
- Restructure if workflow changed
- Clean up old content
- Update templates
Document your structure
Document your structure
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
Smart Folder Features (Pro/Enterprise)
Advanced automation and intelligence.Auto-Organize
Available on Pro, Team, and Enterprise plans.
Create rules
Click Add RuleExample rules:
- If title contains “bug” → Move to
🐛 Bugsfolder - If created by @designer → Move to
🎨 Designfolder - If tagged #urgent → Move to
⚡ Urgentfolder - If contains code → Move to
💻 Developmentfolder
Smart Suggestions
AI-powered folder recommendations: How it works:- Analyzes conversation content
- Suggests appropriate folder
- Learn from your organization patterns
- Improve over time
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
Keyboard Shortcuts
Speed up folder management:| Action | Shortcut | Description |
|---|---|---|
| New folder | Cmd/Ctrl + Shift + N | Create folder in current location |
| Rename folder | F2 | Rename selected folder |
| Move item | Cmd/Ctrl + Shift + M | Move selected item to folder |
| Expand folder | → | Expand selected folder |
| Collapse folder | ← | Collapse selected folder |
| Expand all | Cmd/Ctrl + → | Expand all subfolders |
| Collapse all | Cmd/Ctrl + ← | Collapse all folders |
| Delete folder | Del / Backspace | Delete selected folder |
| Folder search | Cmd/Ctrl + F | Search in current folder |
| Navigate up | Alt/Opt + ↑ | Go to parent folder |
Troubleshooting
Can't create folder
Can't create folder
Possible causes:
- Insufficient permissions (need Editor role)
- Maximum folder depth reached (5 levels)
- Project is archived
- Duplicate folder name at same level
- Check your role in project
- Create folder at a higher level
- Use unique folder name
- Unarchive project if needed
Can't move items to folder
Can't move items to folder
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)
- Close the conversation
- Refresh the page
- Use context menu instead of drag-drop
Folder disappeared
Folder disappeared
Where it might be:
- Collapsed parent folder (expand to see)
- Moved by another team member
- Accidentally deleted (check root)
- Hidden by filter/search
- Use global search to find folder
- Check activity log for moves/deletions
- Ask team members
- Contact support if needed
Folder structure looks different
Folder structure looks different
Possible reasons:
- Another team member reorganized
- View setting changed
- Filter applied
- Wrong project selected
- Check activity log for changes
- Clear filters and reset view
- Verify correct project
- Sync with team on structure
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!

