Skip to main content
The dashboard is the home for your workspace. Use it to create guides, organize folders, invite teammates, open Insights, and manage settings. Good organization does not need to be complicated. A few clear folders are usually enough.

​
Create a folder

Open the dashboard

Go to the workspace where the folder should live.

Find Folders

Hover over Folders in the sidebar.

Add the folder

Click the add button, enter a folder name, and choose an icon if you want one.

​
Move a guide

Open the menu on a guide card and choose Move to. Then select the folder where the guide belongs. Guides created inside a folder are saved to that folder. Guides created outside a folder are saved to Unsorted.

​
Rename or duplicate a guide

Open the menu on a guide card to rename or duplicate it. Use duplication when you want a variant of a guide, such as a customer-facing version and an internal version.
Duplicating a guide counts toward your plan limits.

​
Delete or restore a guide

Deleting a guide moves it to Recently deleted. From Recently deleted, you can restore the guide or permanently delete it.
Permanent deletion cannot be undone.

​
Folder tips

  • Name folders after durable things, such as teams, product areas, customer journeys, or processes.
  • Keep guide names short and specific.
  • Move useful guides out of Unsorted so teammates can find them later.
  • Avoid deep folder structures unless your team already works that way.
Start simple. It is easier to add structure later than to maintain a folder system nobody remembers.