Organizing & Adding Folders

Efficient folder organization is key to keeping your workspace in ChatNGO structured and easy to navigate. Folders can be used to group related chats, helping your team stay organized and productive.

How to Create a Folder

To create a new folder:

1. Go to the "Chat" Tab: Folders are displayed in the "Chat" section, under either the "Team" or "Private" sections.

2. Click on the New Folder Icon: In the top-right corner of the folders view, click on the "New Folder" icon.

3. Enter a Name for the Folder: Type in the folder name.

4. Click 'Create': Finalize the folder creation by clicking Create.

Using Subfolders for Further Organization

For deeper organization, you can create subfolders within existing folders. Subfolders allow you to break down your content into smaller, more manageable categories.

To add a subfolder:

1. Navigate to the Parent Folder: Find the folder where you want to create a subfolder.

2. Click the New Folder Icon: Select the New Folder Icon next to the three dots.

3. Enter a Name for the Folder: Type in the subfolder name.

4. Create the Subfolder: Finalize by clicking Create.

Move Chats Between Folders

Keeping your workspace organized often involves moving chats and files between folders. You can do this using two methods: the drag-and-drop method or the more options menu.

Drag-and-Drop Method

1. Click and Hold the Chat: Click and hold on the chat thread.

2. Drag to the Target Folder: Drag the chat to the appropriate folder in the folder list.

3. Release to Move: Drop the item into the folder by releasing the mouse.

More Options Method

1. Click the Three Dots Next to the Item: For the chat or file you want to move, click the three dots next to the name.

2. Select 'Move to Folder': From the menu, choose Move to Folder.

3. Choose the Target Folder: Select the destination folder from the list and click Move.

Organize by Color Coding

Assign color codes to your folders for quick visual identification. This is especially useful for distinguishing between different projects or departments.

To add a color code:

1. Click the Three Dots Next to the Folder: Access the folder options.

2. Select 'Color': Choose from the available color options to assign a color to the folder.

3. Save: The folder will now display the selected color.

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Best Practices for Folder Organization

• Use Clear Naming Conventions: Make sure your folder names reflect the content inside, such as "Project A – Reports" or "Fundraising – Meeting Notes."

• Organize by Function or Department: Group folders by function, project, or department to make navigation easier for users.

• Regularly Review and Clean Up: Archive or delete folders that are no longer in use to keep the workspace uncluttered.

• Use Subfolders Sparingly: While subfolders can be helpful, avoid overcomplicating the structure to keep everything intuitive and accessible.