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Organize your Group with Folders (Members)

Renée Meloche
Renée Meloche
  • Updated

In any Group in your organization of that you either created or joined, you can create as many Folders as you want; add a design to any Folder in the Group; and delete or rename any Folder that you created.

Create a Folder

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):

A 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 designs into a Folder

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

➡️ Drag and drop the design by dragging the tile into the Folder

Click and hold on the preview tile of the design you want to move in the Group and drag it over to the Folder. When the thumbnail minimizes, let it go and it will transfer into the folder.

A 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 icon menu to select the Folder you want to move the design to

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.

On the Home page of the Venngage website, a user has accessed a Group named 'Business Team'. There are multiple design templates visible in the right pane, under the heading Designs. The user clicks on the Gear icon on a template entitled 'Hackathon Team' to open the tools widget, which expands in the top right corner. The user clicks on 'Move to Folder' and a list of folders appears; the user clicks on the folder titled 'Design Team' and clicks the 'Move' button at the bottom of the list. The design thumbnail disappears from the folder. A notification appears on the screen: 'Your design has been moved.' The user scrolls back up the page, to where various folders are visible, and clicks on the Design Team folder to open it. The folder page loads, and the Hackathon Team design thumbnail appears in the folder. 

Remove a design from a Folder

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

 

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. Don't 
worry, it's not gone forever! The design
will just go back to the main page of the Group.

 

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.

On the Home page of the Venngage website, a user has accessed a Group named 'Business Team'. There are multiple design templates visible in the right pane, under the heading Designs. The user scrolls up the page, to where various folders are visible, and clicks on the Design Team folder to open it. The folder page loads, and a thumbnail titled 'Hackathon Team' appears in the folder. The user clicks on the Gear icon in the top right corner of the design thumbnail and clicks 'Remove from Folder'. The design thumbnail disappears from the folder.

Rename a Folder

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

 

VENNGAGE MAKES IT EASY

As a Member, you can create Folders in any Group
that you've joined, whether you've created that Group or not.
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.

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Delete a Folder in a Group

Click "Remove" to delete the Folder. 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".

On the Home page of the Venngage website, a user is navigating in a Group named 'Renee Test'. A folder appears in the Group, with the title 'Project A2'; there is one design template in the folder. The user clicks on the folder name heading 'Project A2' at the top of the page, where a downward arrow appears. A drop-down widget expands, with two options: Rename and Remove. The user clicks 'Remove' and a modal (box) pops up over the window; the text on the modal reads 'All designs in this folder will go back into Team Designs'. The user clicks the red 'Remove folder' button on the modal  and the folder is deleted; the page redirects the user to the top page of the Group Renee Test, and the design that was formerly in the folder appears on the top level Group page.

 

 

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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