Organizing your Webvizio projects is easy with custom folders. Group related projects, color-code them, and quickly access them from your dashboard. You can even share entire folders with contributors. This guide will walk you through creating, managing, and sharing folders in Webvizio.
Folder Features
Folders in Webvizio allow you to:
- Group multiple projects by topic, customer, or any related theme
- Create custom labels and color-coding for quick visual recognition
- Share folders with contributors to provide access to multiple projects at once
- Add the same project to multiple folders for flexible organization
Creating Folders
To create a new folder:
- Click the “Create Folder” button on the left sidebar of your dashboard
- Enter a name for your folder
- Click the color square to select a color label
- Tick the checkboxes next to projects you want to add to the folder
Note: A project can belong to multiple folders simultaneously
Folder creation is available for users with a role higher than Viewer (Assignee, Project Manager, Account Owner)
Managing Folder Contents
To add or remove projects from an existing folder:
- From the folder: Open the folder settings and tick/untick projects in the list
- From a project: Click the project’s “Move To” menu and select folders to add it to
Note: Removing a project from a folder does not delete the project itself.
Sharing Folders
Sharing a folder gives other users Assignee access (or Viewer if that is their account-level role) to all projects in the folder.
To share a folder:
- Click the Edit (⚙️) button next to the folder
- Go to the “Share” tab in folder settings
- Search for users in the list and tick the checkbox to share
When you add new projects to a shared folder, all users will automatically gain access to them. If you unshare a folder, users will retain their original access to the individual projects.
Deleting a folder
Deleting a folder does not delete the projects it contains.
- If you are the folder creator, deleting a folder removes it for you and all users you shared it with
- If a folder was shared with you, deleting it only removes it from your own view
To delete a folder, open its settings and click “Delete folder” at the bottom.
One project can be added to several folders, when deleting a project from a folder, the project itself is not deleted, but simply excluded from the folder.
Get Organizing!
You’re now ready to create, share, and manage custom folders in Webvizio. Use them to group projects in meaningful ways, share batches of projects with team members, and keep your dashboard tidy and informative.