How to Organize Your Workflows Into Folders

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized.

Step 1: Creating Folders

• Navigate to Automation > Workflows
• Click "Create Folder" in the top right

• In the popup window, name your Folder.

• Save, and it will appear in your list of All Workflows.

Step 2: Moving Workflows Into Folders

• In the workflow list, click on the three dots icon right next to the workflow that you want to move to the folder
• From the actions menu, click on the option “Move to Folder”

• In the popup window, choose a folder, and Save.

NOTE: You can move a Workflow out of one folder into the general page, or into another folder, following the same process. You can also navigate into a folder and create a Workflow from within the folder to automatically have it saved within that folder.