Creating a Template Folder


How to Organize Your Templates with Folders

 Stay organized and efficient by grouping your templates into folders in the Operations Template Dashboard. This feature allows you to categorize your templates and easily locate them when needed. Follow this guide to learn how.

Creating Folders: Follow these simple steps to create folders for your templates:

  1. Navigate to the Operations Template Dashboard.
  2. Click on the "Add" button.
  3. Enter a name for your folder.
  4. Click the three dots above any template
  5. Move to the folder of your choice]


  1. CleanShot 2023-08-13 at 20.28.47.gif

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