Workflows Nested Folders

In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.

What Are Nested Folders?

You can create folders to hold workflows. You can also hold folders inside of folders. We call this "nesting" the folders. You can have multiple levels of folders creating a hierarchy of workflows. This "tree" organization makes it much easier to scale than a simple "flat" list of all workflows. We will cover how to create and use nested folders, set permissions, and follow best practices for optimal organization.

Creating and Managing Nested Folders

Step 1: Navigate to Workflows

Step 2: Create a new folder

In the Workflows section click the Create Folder button, type the name of the new folder, and click save.

Step 3: Create a nested folder

To create a nested folder simply click into a folder to open it and then click Create Folder and follow the same steps. The new folder will be nested inside the existing folder.

Step 4a: Move a workflow/folder to another folder - Workflow List

Navigate to the workflow/folder you want to move and click the three dots menu on the right-hand side of

the line. Then click Move To Folder in the menu that appears.

Step 4b: Move a workflow/folder to another folder - Move Menu

After clicking Move to Folder a new modal will appear on top of the window. Navigate to the target folder, select it, and click Move Here. Or use the New Folder button to create the folder you want.

Step 5a: Rename a workflow/folder - Workflow List

To change the name of a folder, first navigate to the folder, and then click the three dot menu, then click Rename Folder.

Step 5b: Rename a workflow/folder - Rename Modal

Once you've clicked Rename Folder, just type the new name into the field and click save.

Step 6: Delete a folder

If you no longer want a folder, you can delete it. It's easy, you just click the three dot menu next to the folder and click Delete Folder. When you're ready, click Delete.

Deleting a folder WILL NOT delete the folders and workflows inside of it. They will all be moved up a level.

Permissions for Nested Folders

Proper permission management is critical when organizing workflows within nested folders. Adaptive AI offers robust controls to ensure team members have appropriate access.

1. 1Role-Based Access: Permissions to view, edit, or manage folders depend on the user’s role (e.g., Admin, Sub-User).
2. 2Inherited Permissions:
3. 3View-Only vs. Full Control:
4. 4Collaboration Considerations:
5. 5Implications of Moving or Deleting a Folder:

For detailed instructions, refer to the Workflow Folder Permission article.

Best Practices for Using Nested Folders

To make the most out of nested folders, consider these organizational tips:

• Create top-level folders for broad categories such as Marketing Campaigns, Client Projects, or Internal Processes. Use nested folders within these categories to further separate workflows by campaign, client, or phase.
• Avoid creating excessively deep folder structures, as this can make it harder to locate workflows quickly. A maximum of 2-3 levels is recommended.
• For sensitive or high-impact workflows, use restricted permissions to limit access to only key team members.
• Periodically review folder structures to ensure they remain relevant and efficient. Archive or delete unused workflows and folders as needed.
• If your folder structure becomes large, use the search and filter options within Adaptive AI to quickly locate specific workflows.

Frequently Asked Questions

Q: What happens if I delete a nested folder?

A: Deleting a folder will move all of the folders and files inside it up a level.

Q: Can I share specific folders with external users or clients?

A: Folder sharing is limited to internal users with the appropriate permissions.

Q: Are there any limitations on how many folders I can create?

A: There is no fixed limit, but we recommend keeping the structure manageable for ease of access and maintenance.