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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 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

Hover next to the name of an existing Workflow to popup the Actions tab.

select 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.

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