How do I create a new folder within the knowledge base of a board or project?

Before adding documents to the knowledge base, it is essential to create a designated folder for them.

To create a new folder, follow the steps below:

• Access the Knowledge Base from the left-hand menu.
• Enter the Board or Project where you want to create the new folder.
• Click on “Board Folders” or “Project Folders.”
• In the center of the screen, at the top, you will find an option called “New Folder.” Click on it.
• Enter the name of your new folder and press “Enter” on your keyboard.

Voilà! Your new folder has been successfully created!

Note: You cannot drag folders from the knowledge base into other folders.

Please refer to the screenshots below for a step-by-step guide on your screen:

Important: The process of creating folders in the “Company Folders” is exactly the same. Keep in mind that documents attached there are public to all users of the account, and only account administrators can add new folders and documents in that location.

For instructions on how to add files to the newly created folder, click here: How to add documentos within a folder in the Knowledge Base?

Also, watch a comprehensive video that provides a detailed overview of our knowledge base: Learn about our Knowledge Base!

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