Folders

The Folders feature introduces a hierarchical structure within your side navigation, making it easier to organize, discover, and manage various entities such as reports, boards, views, team inboxes, brand keywords inbox and macros.

With folders, you can neatly categorize items for improved navigation efficiency—especially as the number of available entities in your space grows over time.

You also have the flexibility to expand or collapse specific folders in the sidenav by clicking the (to expand) or (to collapse) on the left side of each folder. This helps you keep your most important entities within easy reach in the sidenav.

Only Admin & Owners can create & manage folders.

Default Folders

The following default folders are available in Statusbrew:

• Publish: Boards

• Engage: Views, Team Inboxes, Brand Keywords

• Reports: Organic Reports

These folders are automatically created when a user signs up for Statusbrew.

Users can create new boards, views, team inboxes, or brand keyword inboxes within these default folders, or they can create custom folders and add entities there.

Entities from the default folders can also be moved to custom folders (and vice versa) simply by dragging and dropping.

Note:

Default folder’s names cannot be edited and they can’t deleted. However, you can freely add new entities within these folders — except for the Organic Reports folder, which is system-defined and cannot be modified.

Creating Folders

In the Publish sidebar, click from the top right corner of the bar and select Create folder. Give an easy-to-remember name to your folder and click Save.

In the Engage sidebar, click Create folder from the top right corner of the bar. Name it and click Save.

In the Report sidebar, click (Create options) from the top right corner of the bar and select Create folder. Give it a name and click Save.

To create a Macros folder, go to Settings > Macros. Click besides the Add macro button. Select Create folder. Name it and click Save.

Adding Items In Folders

Once you have created a folder, you can start adding items to it to organize your entities more efficiently.

Publish

Clicking in front of Boards will open the Create Board dialog, where you can specify the folder to add the board to.

If you don’t specify the folder, the board will be not be created in any Boards folder. Such board’s name will appear as bold in the sidebar. They will remain visible even after collapsing all folders in the side bar.

To create a board within a folder, click in front of the folder to which you want to create a board and select Create board. In the Create board dialog that opens, the folder will be auto-filled with the one in which you are creating the board.

Learn more about Planner Boards.

Engage

Clicking in front of Views, Team Inboxes, or Brand Keywords will open the Create entity dialog, where you can specify the folder to add the entity to.

If you don’t specify the folder, the entity will be created in its default folder. Such an entity’s name will appear in bold in the default folder.

To create an entity within a folder, click in front of the folder to which you want to create an entity and select Views/Team Inboxes/Brand Keywords. In the Create dialog that opens, the folder will be auto-filled with the one in which you are creating the entity.

Learn more about Views, Team Inboxes, or Brand Keywords.

Reports

To create a report within a folder, click in front of the folder to which you want to create a report and select Use template/ Custom report.

In the New Report /Create a custom report dialog that opens, the folder will be auto-filled with the one in which you are creating the report.

You can also specify the folder when you are creating reports by wither using a template or creating a custom report.

If you don’t specify the folder, the report will be created in the sidebar outside all custom folders and the default Organic Reports folder.

Learn more about Create Report Using A Template.

Macros

To create a macro within a folder, click in front of the folder to which you want to create a macro and select Add macro. In the Create macro window that opens, the folder will be auto-filled with the one in which you are creating the macro.

Learn more about What are Macros & What Are Macro Actions.

Changing Folders Of Items

You can organize entities into their respective folders in two ways:

1. Drag and Drop: Simply drag and drop an entity from the sidebar into the desired folder to move it.

2. Edit and Assign: Alternatively, you can edit the entity and select the appropriate folder to move it to its correct location.

This flexibility allows you to keep your workspace organized and ensure that all entities — such as boards, views, inboxes, or reports — are stored in their proper folders.

Managing Folders

You can:

1. Edit the folder name

2. Delete it

3. Rearrange folders in sidenav.

Here’s how:

Edit Folder Name

1. Click in front of the folder you want to edit.

2. Select Edit folder

3. Edit the name of the folder and click Save

Delete Folder

1. Click in front of the folder you want to delete.

2. Select Delete.

3. Confirm your action.

Rearranging Folders

You can easily rearrange folders in the sidenav by dragging and dropping them into your preferred order.

This allows you to prioritize frequently accessed folders and organize your sidebar layout according to your workflow preferences.

FAQs

Will my items be deleted if I delete a folder?

No, all items in the folder will be kept and moved to their respective default folders.