Folders and Organization

Starring

All workflows and folders can be starred for quick access. Starred workflows will show up in a dedicated section on Home.

Starred workflows and folders show up in a dedicated section on Home

Folders

On the Workflows screen you can create folders to organize workflows. Folders can be nested, and use the same permission model as workflows. Workflows inside a shared folder will inherit their permissions. This is similar to how tools like Google Drive work.

Moving workflows into folders

Workflows can be moved into folders either from the Workflows screen, or directly when editing a workflow when clicking on the folder icon next to the workflow title.

Move a workflow into a folder by clicking the folder icon

Viewing your Folder as an Org Chart

In addition to the standard folder view, many users like to see an "org chart" style view of their workflows. To view as an org chart, select the rightmost option in the top right to "View workflows in org chart".

Select the rightmost option in the top right to view a folder of workflows as an org chart

That will show you a view that looks like this.

Org chart visualization