Create folder
Folders help you organize Activity records in your FieldDoc portfolio. You can use folders to group related work by project, location, program, funding source, year, or any other system that works for your organization.
Creating a folder does not create a new Activity or change the information in an existing Activity. It simply gives you a place to organize related records.
Before You Begin
Think about how your team will use the folder. A clear and consistent naming system will make records easier to find later.
For example, you might organize folders by:
Project or initiative
Watershed or geographic area
Grant or funding program
Calendar or fiscal year
Type of conservation work
Planning, active, or completed work
Avoid creating too many layers of folders. A simple structure is usually easier for your team to understand and maintain.
Create a New Folder
Open the Folders section of your FieldDoc workspace.
Select Create Folder.
Enter a clear name for the folder.
Add a description, if available, to explain what belongs in the folder.
Select Save.
Your new folder will now appear in your workspace.
Add Activities to the Folder
After you create the folder, you can add existing Activities to it or create new Activities within it.
Adding an Activity to a folder does not create a copy of the record. The folder simply helps you organize and find the Activity.
An Activity can continue to be shared through a Pact or used in reports and integrations, even when it is stored in a folder.
Create a Subfolder
You can create a folder inside another folder to organize your records in more detail. This is called a subfolder.
For example:
Chesapeake Bay Projects → West Virginia Projects → Delaware Projects
Use subfolders only when they make the records easier to find. Too many levels can make a portfolio harder to navigate.
Keep Your Folder Structure Useful
Your organization can update its folder structure as its work changes. Review folders from time to time and rename, move, or archive them when needed.
Remember that folders are an organizational tool. The Activity record remains the main record for documenting what happened, where it happened, and what results are expected.
Last updated