Folder
A container for organizing projects hierarchically.
Definition
A folder is an organizational structure that contains Projects and other folders, allowing you to create a hierarchical project organization system.
Key Characteristics
Container Only
Folders:
- Don't contain tasks directly
- Only contain projects and subfolders
- Are purely organizational
- Don't have status or due dates
Nested Structure
Create folder hierarchies:
📁 Work
├── 📁 Client Projects
│ ├── 📋 Client A - Branding
│ └── 📋 Client B - Development
├── 📋 Internal Projects
└── 📋 Marketing Campaigns
📁 Personal
├── 📁 Home
│ ├── 📋 Kitchen Renovation
│ └── 📋 Garden Planning
└── 📁 Learning
├── 📋 Learn Spanish
└── 📋 Photography CourseVisual Distinction
- Folders: 📁 icon
- Projects: 📋 icon
Creating Folders
Method 1: From Projects View
- Go to Projects tab
- Tap + button
- Select "Create Folder"
- Name your folder
- Optionally assign Category
- Save
Method 2: Nested Folder
- Open an existing folder
- Tap + button
- Select "Create Folder"
- Create subfolder
Folder Organization Strategies
By Life Area
📁 Work
📁 Personal
📁 Learning
📁 Health
📁 FinanceBy Client/Team
📁 Clients
├── 📁 Client A
├── 📁 Client B
└── 📁 Client C
📁 Internal Teams
├── 📁 Marketing
├── 📁 Development
└── 📁 DesignBy Time Period
📁 2025 Projects
├── 📁 Q1
├── 📁 Q2
├── 📁 Q3
└── 📁 Q4By Status
📁 Active Projects
📁 On Hold
📁 ArchivedFolder Depth
Recommended Depth
- Maximum: 3-4 levels
- Optimal: 2-3 levels
- Too deep: Hard to navigate
Example Hierarchy
Level 1: 📁 Work
Level 2: 📁 Client Projects
Level 3: 📋 Client A - WebsiteFolders vs Categories
| Folder | Project Category |
|---|---|
| Hierarchical structure | Flat classification |
| Can be nested | Single level |
| Visual organization | Color/icon coding |
| Contains projects | Tags projects |
Use both: Folders for structure, categories for classification.
Moving Projects
Into Folders
- Long press project
- Drag to folder
- Release to move
Between Folders
- Open project
- Tap folder field
- Select new folder
- Save
Out of Folders
- Open project
- Tap folder field
- Select "No Folder"
- Save
Folder Properties
Folders can have:
- Name: Folder title
- Category: Optional classification
- Order: Position in list
- Icon: Optional emoji (20% of folders)
Folders cannot have:
- Status (only projects have status)
- Due dates
- Tasks (only projects contain tasks)
- Tags
Collapsing/Expanding
Collapse Folder
Tap arrow next to folder name to hide contents.
Benefits:
- Cleaner view
- Focus on active folders
- Reduce scrolling
Expand Folder
Tap arrow again to show contents.
Folder Management
Renaming
- Open folder
- Tap name field
- Edit name
- Save
Deleting
- Swipe left on folder
- Tap Delete
- Confirm
WARNING
Deleting a folder deletes all projects and subfolders within it. This action can be undone.
Reordering
Drag folders to reorder them in the list.
Best Practices
Clear Hierarchy
Create logical, intuitive structure:
- ✅ Work → Clients → Individual Clients
- ✅ Personal → Home → Specific Projects
- ❌ Random nesting without logic
Limit Depth
Keep it shallow:
- 2-3 levels: Easy to navigate
- 4+ levels: Gets confusing
Consistent Naming
Use clear, consistent names:
- ✅ "Client Projects"
- ✅ "Internal Initiatives"
- ❌ "Stuff"
- ❌ "Misc"
Don't Over-Organize
Too many folders = harder to find things:
- Start simple
- Add folders as needed
- Consolidate when possible
Use Categories Too
Combine folders (structure) with categories (classification):
- Folder: "Work" → "Marketing"
- Category: "Active Projects"
Folder Review
Monthly Review
Check folder structure:
- [ ] Are folders still relevant?
- [ ] Can any be consolidated?
- [ ] Is hierarchy clear?
- [ ] Are projects in right folders?
Cleanup
- Archive empty folders
- Merge similar folders
- Flatten unnecessary nesting