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Organize designs in a Group with Folders (Admins)

Renée Meloche
Renée Meloche
  • Updated

"Admins" are users with an administrator role on an Enterprise account.

As an admin, you can create as many Folders as you want in any Group, and move any designs in a Group into a Folder, or remove any design from a Folder. You can delete or rename Folders in any Group.

Create a new Folder in a Group

In your Group, click the green "New Folder" button in the view pane, or, if this is your first Folder, click the box under the page title that says "Create New Folder" (pictured below):

Close up of the Groups Folders page with the page title visible and a bounded box that says Create New Folder beside an icon of a folder with a plus sign.

 

In the "New Team Folder" modal (box) that appears, type the title you want to give your new Folder. Don't worry, if it's not right, you can change it later. Click "Create" to create the new folder or "Cancel" to opt out.

 

Move a design into a Folder

There are a couple ways you can move a design into a Folder in a Group.

 

➡️ Drag and drop the design tile

Click and hold on the preview tile of the design you want to move in the Group and drag it over to the Folder, then release:

User clicks into a Group from the left sidebar, then hovers over a design preview tile. The user clicks and drags the design toward the Folder in the Group and releases, and the Design disappears from the Group Designs page into the Folder.

 

➡️ Use the Gear menu

Hover over the design preview tile in the Group.

Click the Gear icon to open the options menu.

Click "Move to Folder" and then select the Folder you want to move the design to. This is especially helpful if your Groups has a long list of Folders to choose from!

When you click the Folder, the design will disappear from the main Group page or the Folder it is currently in, and a message overlay at the top of the page will notify you that your design has been moved. You can open the Folder to check out your design's new home, as in the GIF below:

On the page for a Group named Business Team, a user hovers over a design titled Hackathon Team. Using the setting menu on the design thumbnail, the user selects
  the Move to Folder option and selects the folder called Design Team. The design
  thumbnail disappears; the user scrolls back up the page to the Design Team folder
  and clicks on it. When the folder contents load, the Hackathon Team design thumbnail
  is visible in the folder to where the user has moved it.

 

Remove a Design from a Folder

In the Group page, click on the Folder you want to remove the design from.

Hover over the design preview tile to see the action buttons; click on the Gear icon at the top right corner of the tile.

Click Remove from Folder. The design will disappear from the Folder.

A user clicks on a Group called Business Team in the left sidebar of the Home page in Venngage, then clicks on a folder in the Group called Design Team. The designs in the Group load; there are five thumbnails visible in the folder. The user hovers over the thumbnail of a design titled Hackathon Team, and using the settings menu, selects the option Remove from Folder. The design thumbnail disappears and there are four design thumbnails visible in the Design Team folder.

VENNGAGE MAKES IT EASY

You can remove any design from any
Folder in any Group you have joined or
created, even if it's not your design. It
will just move the design back to the
main page of the Group. 

 

Rename or Delete a Folder

To rename or delete a Folder, click on the Folder you want to modify in the Group.

VENNGAGE MAKES IT EASY

Admins can create and delete Folders in any Group,
even ones they haven't created or joined.

Click the down arrow next to the Folder name at the top of the page, where it appears next to the Group name.

Click "Rename" and type a new Folder name into the modal (box) that appears, then click "Rename" to confirm or "Cancel" if you want to leave the Folder name as-is.

In a Group, a user clicks on a folder titled Project A1. The folder page loads, and the user clicks the title of the folder at the top of the page (the heading) where a down arrow appears beside the heading. A drop-down menu appears, listing two options: Rename or Remove. The user clicks on Rename. A modal (box) appears over the screen with the heading Rename; the user types into the text field underneath, where the current name of the folder appears (Project A1) and changes the text to Project A2; the user then clicks the Rename button at the bottom of the modal. When the modal closes, the heading of the folder page now reads Project A2.

 

Click "Remove" to delete the Folder.

User clicks on a Folder in their Group and then deletes it as described in the process above.

 

When the modal (box) comes up, it will let you know that removing the Folder won't delete the designs in the folder; it will just kick them back to the top level of your Group.

Click the red "Remove Folder" button to get rid of it or click "Cancel".

Pssst 🤫

For a complete overview
of what you can do as an Admin, 
check out our VIDEO Quick Start Guide.

The feature(s) discussed in this article is available on Venngage's Enterprise subscription plans.

Curious about upgrading? Compare our plan features side by side.

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