Manage folders

Manage folders


Available in Product Plan: Management

Feature available to: Editor (use folders) • Admin (Create & Modify folders)

Folders make it easy to group processes together

Difference between tags and folders

Folders allow grouping processes together, by project, department or function
Tags add attributes to a process. For example "to review". Tags can be applied to processes in any folder.

How to create a folder?

Create a folder from a process menu

  • Open the process menu
  • Select "Folder" to open the slider.
  • Select a folder or create a new one
  • Click Save

How to create a folder structure in advance

Folder structure may be created and managed from the admin panel.

  • Navigate to Admin > Folders
  • Create / Edit / Remove folder from the table

How to create sub folders?

It is possible to simulate a folder hierarchy in Skore simply by naming the folders in a specific way.

To create sub folders:

  • prefix the name of the sub folders with exactly the name of its parent
  • add a forward slash: /

These folder names :

  • HR
  • HR / Recruiting
  • HR / Training
  • HR / Training / France

Will display as such on the web interface

  • HR
    • Recruiting
    • Training
      • France

Giving the visual impression of a folder hierarchy.

The hierarchy is created from the process name, the slug does not matter.

How to remove a folder?

Feature available to: Admin
  1. Navigate to workspace admin > Folders
  2. Select & remove the folder

How to move a process from a folder to another

Feature available to: Admin, Editor

1. On the process card, open the "..." menu and then the folder slider
2. Select the folder from the drop-down list
3. Then click 'Save'

The process will automatically relocate to the chosen folder.

See also

  1. Add tags to a process

    • Related Articles

    • (Legacy) Manage users in a workspace (With license type, editor, admin and member) (Legacy)

      This article is for the legacy version of Skore. See latest article here: Managing Users Why Manage Users By adding users to your workspace you can control who can see what content. What's more you can start to understand how often processes are ...
    • (legacy) Manage Process properties

      What is it Each process in Skore has a defined set of properties. Any Administrator or an Editor with Access Rights to a process can edit the processes. It is important to keep these properties up-to-date to help with the ongoing management and ...
    • (Legacy) Manage access rights of a process

      This is a legacy article. View the latest article here: Process Access Rights Why access rights Not everyone may be allowed to see or edit a process. Access right allow to manage who can do what on a process. Viewers can view To select who can view a ...
    • (Legacy) Manage user access (with or without approval)

      There are 3 options to manage how new user can access a workspace Request join (recommended) Allow join Manual Invitation Request join Users of a specific email domain can request access to a workspace in order to visit and view the content. Request ...
    • (Legacy) Manage roles in Skore

      This article is for the legacy version of Skore. See latest article here: Role Manager What is it After defining the work to be done in a process, the next, most important question is who does it? As you create processes in Skore, and add roles, you ...