Folders are storage blocks in which journeys are stored in a well-organized manner. It contains all the user-created journeys highlighting their statistics of successful execution and failure. Let's drive through this document and understand how to create, edit, or delete a folder.
Depending on the user level, i.e. a new or an existing user, creating a folder has a common procedure to deal with, except a variation in the UI.
If you are a new user and you are yet to create your first folder, you will see the following screen under the Folders tab as soon as you log into your account:
To get started, click on the Get Started button as highlighted in the above screenshot. You will be prompted up with a window asking you to enter the name of the folder you want to create, say Task. Click Next:
In the Accessibility window, you can decide whether you want your newly created folder to be public or private. Select the option accordingly:
Then, click on the Done button. You’ll get a confirmation screen stating you have created a new folder:
Now, click on Start to create your first journey in this folder. Click here to know how to create a journey.
The platform's user interface for the users who had already created some folders is a bit different. The moment you'll log in to Quickwork, you will see the folders list under the Folders tab. It is illustrated in the following screenshot:
In the Folders window, you'll get a list of folders on the left-hand side panel and journeys built within those folders on the right-hand side. Clicking on each folder will give you a list of associated journeys as shown in the above screenshot.
The Task folder has a journey built-in. To create another folder in such a scenario, click the + icon located below the folders created. You'll get similar screens as shown in Figures 2, 3, and 4, asking you to enter the details for creating a new folder.
To create a new journey within a folder, click the + Create Journey button located at the top right-hand side corner of the screen.
To rename the folder, Task, click on the three horizontal ellipses and select the Rename option:
The Rename Folder window pops up allowing you to enter a new name for the folder e.g., Sample folder:
Once entered, click the Rename button. The folder will get renamed.
To delete a folder, select the Delete option by clicking on the three horizontal ellipses. The illustration is shown here:
A confirmation screen will appear on the same instance asking you whether you want to delete the folder or not:
Clicking on the Delete option will delete your folder.