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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.

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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.
To create a folder inside another folder, open the parent folder’s menu and choose New folder. Use the arrow beside a folder in the sidebar to expand or collapse its nested folders.

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Move or delete a folder

Open a folder’s menu and choose Move to to place it under another folder or move it back to the folder root. Deleting a folder also deletes every folder inside it. The guides in those folders are kept and moved to Unsorted.

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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.

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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.

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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.

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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.