Work with folders in Edify

Get Started > Work with folders in Edify

This article explains how to work with folders in Edify App and Edify Console.

In this article

Overview

In most of the workspaces of Edify App and Edify Console, you can use folders to organize things like users, queues, and workflows.

You can move items into and out of folders to make it easier to locate these objects.

The Workflows list workspace is just one of many workspaces where you can use folders to organize your content.

In general, you can perform any of the following actions on a folder:

  • Create a folder

  • Rename a folder

  • Move items into or out of a folder

  • Delete a folder

See the subsections of this article to see steps on how to perform any of the tasks listed above.

Create a folder

1. Click the Create Folder button in the top-right corner of the screen.

Note: If the Create Folder button doesn’t appear in the top-right corner of the screen, the workspace doesn’t yet support folders.

2. In the Create Folder form, provide a name for the folder.

3. Click the Save button to create the new folder.

Rename a folder

1. Right-click the folder you want to rename and click Rename.

2. Provide a new name for the folder.

3. Click the Save button to rename the folder.

Move items into or out of a folder

1. Navigate to a workspace or folder containing items you want to move.

2. Right-click the item and click Move.

3. Choose the folder you want to move the item to and click the Move button.

Delete a folder

1. Navigate to the workspace containing the folder you want to delete.

2. Right-click the folder and click Delete.