Project folder templates

What are project folder templates

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director and above

Previous steps: Setting up projects


Project Folders are a great way to keep your project documents organised. You are able to file any document related to a project including emails, drawings, invoices and more! You are also able to structure these folders and create a custom layout that works for your business.

To get to the Project Folder template page go to 'Organisation drop down > Settings > Templates > Project Folders'


Adding a folder

Adding a new folder to your project folder template structure couldn't be easier! Simply click 'Add' in the top right corner and fill out the dropdowns on where you would like your folder to go.

  1. Add in the 'Name' of what you would like the folder to be called

  2. Select a 'folder' for it to live in

  3. Select the user level that you would like to have access to the folder.

  4. Select the preferred layout of the folder

  5. Select if you would like the folder to have any defaults

  6. Save

NOTE: When selecting where the folder should be in the structure, it's not permanent and can always be moved should you make a mistake or need to move it in the future.

Editing a folder

If you would like to edit any of the details that have been added to a folder you can click the 'pencil icon' on the row of the folder to the right hand side and select 'Edit'.

This will take you to a larger editing page where you can update folder details and save any new changes.

Removing a folder

If you would like to delete a folder you can click the 'pencil icon' on the row of the folder to the right hand side and select 'delete'.

This will take you to a larger editing page where you can delete the folder by clicking the '... > delete'

Updating your project folders structure

When you make a change in the project folder templates, you can apply the new folder structure to a project’s documents folder.

Go to the project then the 'Project menu > Documents > Document library' and you can reset your document library to reflect the changes you made in the template.

Click the ellipsis, select “Reset the folder to match the template”. This will delete any empty folders in the document library and the new folder structure is recreated.

NOTE: This will not remove any files you've already added to the current folders.

How does this affect SharePoint and Windows File Server?

  • Only the new folders will be replicated.

  • If a name is changed in the templates, the name will not update. You will need to manually change this in SharePoint and Windows File Server.

  • If you delete a folder in the template, this will not be reflected in either SharePoint or Windows File Server. You will need to manually delete or move any unused folders in SharePoint or Windows File Server.


Where to next?

Staff folders

Contact folders

What other features does this relate to?

Projects

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