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Project Folder Organization
Project Folder Organization
Written by Aniko Villeneuve
Updated over a week ago

Project Folders

Project folders enhance users' ability to organize their projects and manage the permissions of users across their account. Folders can be created and named directly from the Projects page.

After entering a folder, projects can be created as usual.

Only users who have been granted permission are able to view/edit the contents of the folder. If you are unable to view/edit the contents of the Project Folders permissions need to be modified in the folder settings by your account owner.

Users across the account can be added to the folder using the dropdown menu located at the top of the window. Below this, a list of all users with access to the folder can be seen. From this list, the permissions of these users can be modified. The following permissions are currently supported:

  • Viewer: can only view contents of the folder without any ability to make edits

  • Editor: can modify all contents of the folder

  • Owner: can modify all contents of the folder. All folders must have at least one owner

Project Organization

Surveys and dashboards now exist together within the Projects page. Clicking the "create" button, located at the top right of the screen, will provide the option between creating a new survey or dashboard project.

A new icon can now be found on project cards. Interacting with this icon allows users to quickly rename both survey and dashboard projects directly from the projects list.

Projects can now be moved between folders. Clicking the menu icon on a project card now shows a new field prompting the user to select a folder to move the project into.

If already located within a folder, an option will be provided to remove the project from it. Projects can also now be renamed through interacting with the same menu icon.

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