> For the complete documentation index, see [llms.txt](https://help.fielddoc.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.fielddoc.org/getting-started/quickstart/create-folder.md). # 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 1. Open the **Folders** section of your FieldDoc workspace. 2. Select **Create Folder**. 3. Enter a clear name for the folder. 4. Add a description, if available, to explain what belongs in the folder. 5. 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.fielddoc.org/getting-started/quickstart/create-folder.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.