Folders and Subfolders

{primary} NOTE: 'Archive' was changed to 'Trash' since the making of this video. For more information about this feature, head over to this link.

What Is a Folder?

Even though items are the building blocks of your Infinity workspace, folders and subfolders are also incredibly important for organizing and categorizing your work.

You can create as many folders and subfolders as you want within one board to divide your work into sections that make sense for your team.

So, for example, if your board was related to marketing, your folders could be 'SEO', 'Content', 'Social Media', etc. Or if your board was one project, then your folders could be 'Current Tasks', 'Backlog', 'Progress', and so on.

Ultimately, you get to to decide how you want to organize yourself and your folders/subfolders.

How to Create a New Folder

Folders are located on the left-hand side of your board. Here’s how to create a new folder:

  • At the top of the left-hand sidebar, below the Overview button, find and click +New Folder.

new-folder

  • A new folder will appear in the sidebar and you’ll be able to name it.

folder-name

  • To the right of the sidebar, you will choose the view for your folder: Table, Columns, List, Calendar, Gantt, and Form.
  • Below different view options, you can also choose to load another template into the folder, import from Trello, or import a CSV file.

import-folder

  • Once you’re done, you’ll be ready to create items.

How to Create Subfolders

Of course, if you need to pack even more data into your board, you can further subdivide your folders into subfolders. Here’s how you will do this:

  • Hover over the folder you want to subdivide.
  • Find and click the plus sign that will appear next to the folder.
  • Follow the same principle as when creating a new folder.
  • Create more subfolders by following the same principle.

subfolder

Parent Folders and the Source Folder Attribute

Whenever you create subfolders in Infinity, your main folders will become Parent Folders and the first tab in that folder will turn into an overview of all the items in your subfolders.

folder-overview

If you have items only in your subfolders, then the Overview tab will automatically display only these items.

In case you have items in your Parent Folder, as well, the Overview tab will display only items from the Parent Folder until you toggle the Subfolder Items option to 'On'.

subfolder-items

All of your subfolders will be grouped by the Source Folder attribute, so that you'll clearly see which item belongs to which subfolder.

source-folder

In this situation, Source Folder = subfolder. However, if you use the Overview button located above all your folders, then Source Folder will equal both your Parent folders and your subfolders.

You can read more about our Overview option here.

{primary} NOTE: The Source Folder attribute can't be chosen from our database with attributes when customizing your items. It becomes available once you create your subfolders or use the Overview option.

How to Navigate Your Folders

All your folders will always be in the left-hand sidebar, so it will be easy to overview them at any point.

If, however, you want a cleaner interface to get a better view of the items, you will be able to hide the folders by clicking the collapse icon next to the first tab. Clicking the same icon again will bring the folders right back.

navigate-folders

If you wish to change the order of the folders, you can do it easily by drag and drop. Just click the folder you want to move, and drag it to its new place.

You can also use drag and drop to move your items from one folder to the other. Just click the item you want to move and drag it to its new folder in the left-hand rail.

Change the names of your folders by clicking on a folder, and typing in the new one.

Folder Settings

If you click the three dots symbol on the right of your folder, you will notice a couple of other options you can do with your folders.

folder-options

As you can see, here you can access your folders settings, rename your folder, duplicate it with or without items, export your folder data to CSV, and delete the entire folder. When deleted, the folder will be moved to Trash.

Another way to access your folder’s settings is to click on the cogwheel next to the tab at the top of the board.

folder-settings

This is where you can also rename your folder, add attributes to it and edit them, as well as export the folder.

folder-options

Now that you have your folders, you’re ready to fill them in with items and get to work.

Moving a Folder to Another Board

In Infinity, it's possible to move any of the folders from one board to another, as long as it's within the same workspace.

To move a folder, hover over it in the sidebar to your left until the three dots appear in the right corner of the folder name. Click on those three dots and then choose the option 'Move This Folder'.

In the pop-up that opens up on your screen, you'll be able to decide where you want to move the folder.

move-folder

You can move your folder to an existing board in your workspace, or you can create one right there on the spot. When you're ready, simply click on the button 'Move Board'.

{note} NOTE: In order to be able to use this option, you will need to have the following permissions: "Delete Folder" and "Create Board".

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