Organizing Projects with Folders

Folders in zzTakeoff help you keep your projects organized, making it easier to manage multiple jobs and access important information quickly. By using folders, you can group related projects, track progress, and maintain a clean workspace.

Why Use Folders?

• Simplify navigation: Quickly find the projects you need without scrolling through a long list.
• Group related projects: Organize projects by client, job type, location, or any system that works for you.
• Improve team collaboration: Share entire folders with your team, keeping everyone aligned on the same set of projects.

Creating a Folder

1. Go to the Projects page in your workspace.
2. Click the New Folder button.
3. Enter a name for your folder.
4. Click Create to save.

Adding Projects to a Folder

1. Locate the project you want to organize.
2. Click Move to Folder or drag and drop the project into the desired folder.
3. The project now appears within the folder, keeping your workspace tidy.

Managing Folders

• Rename a folder: Click the folder’s name and select Rename.
• Move a folder: Drag it to a different location in your folder hierarchy.
• Delete a folder: Click Delete, but be aware this may remove the folder structure; projects inside will remain accessible unless deleted individually.