Organize Your Teams' Sequences and Templates with Folders

Folders give you a new organizational method to keep track of your sequences and templates. They can work in concert with your existing tags and provide a clearer primary location that related Sequences and Templates "live", including sub-folders for another level of grouping similar content. 

How to Create a Folder

While in your Sequences or Templates page, you can create a folder by clicking the "+New Folder" button in the left hand menu:

This will create a new folder with a name of your choosing.

Putting Sequences/Templates in Folders

You can put a single sequence or template in a folder by Clicking no the dropdown menu to the right of it, and selecting "Move sequence/template to folder":

You can also move multiple sequences/templates at once into a folder by selecting them from the sequences/templates list and then choosing the "Folder" button at the top:

Organizing your Folders

Reordering Folders

The "All" folder will contain all of your other folders. You can reorder the folders in it by dragging and dropping them above or below other folders:

Nesting Folders

From there, you can nest your folders into one another if needed, by dragging and dropping them onto each other. Note that you need to drag the folder you want to nest to the folder you want it to nest in and then to the right. In this example I have a new folder I created "test folder", and I'm nesting it within "US East":

Nesting a folder allows you to keep subsets of your sequences/templates in discreet groups within a folder. For example, you could have the top level organization be location based (US East), and then split the sub-folders up based on the type of industry (Education, Tech, and Finance):

The numbers next to a folder show how many total sequences/templates are in each. Note that the higher level folders will have the sum of the sequences/templates in their subfolders plus any contained only within the higher level folder.

De-Nesting a Folder

If you no longer want a folder to be nested within another one, you can de-nest it by dragging and dropping the folder to the left: