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Create and manage Folders

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Written by Mohamed Shayan

Folders are organisational containers in the Creative Analytics sidebar. Folders can contain Boards and Reports.

  1. Create a Folder: Click the "+" icon next to "Folders" in the left sidebar. A new "Untitled Folder" is created immediately. Rename it using the three-dot menu.

  2. Add Boards / Reports to a Folder: Hover over the Folder, click the three-dot menu, select "Add Items," check the Boards / Reports you want to include, and click Save.

  3. Share a Folder: Hover over the Folder, click the three-dot menu, select "Share," configure visibility and roles, and copy the shareable URL.
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    Creating a Folder and adding or sharing Boards and Reports from the three-dot menu.

    Animation: Creating a Folder and adding or sharing Boards and Reports from the three-dot menu.

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