Create and manage folders on Titan Dashboard

Up to now it was only possible to filter or search for a project. This new feature allows more options to organize, find and manage projects. Clients with many projects, across multiple departments would be able to manage projects more efficiently.

• There are no default folders available. You need to create at least one folder.
• Projects could be assigned to more than one folder.
• Folders cannot be deleted. The folder will disappear when there are no projects linked to it.

Create new folders

1. Make sure that you are on the Dashboard.
2. Click on the Kebab menu of an existing project. The context menu opens.

3. Click on the Manage Folders option. The Manage Folders screen opens.

4. Click on the + Add to folder option. The Folder Name screen opens.

5. Type a folder name in the Folder Name field.
6. Click on the Save button. 
7. Add a few folders.

8. Click on the Save button. 

The Folders are added at the bottom of the list.

A project will have a label with the folder name to which it was assigned . Multiple folder names are listed together, separated with a comma.

Manage folders

1. Click on the Kebab menu. The context menu opens.

2. Click on the Manage Folders option. The Manage Folders screen opens.

3. Click on the + Add to folder option. The Folder Name screen opens.

4. Click in the Folder Name field. The drop-down list opens.
5. Click on a folder name to select it.

6. Click on the Save button.

7. Scroll down on the Dashboard. The folders are listed at the bottom of the screen.
8. Click on the All option. The 5 most often used folders are displayed.

Note:

A folder only exist as long as there are projects linked to that folder.

Use the Search functionality to search for folders and projects.

Create a custom variable

Configure documents to upload