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Help CenterSet upGetting Started

Organize projects with folders

Set up · Getting Started
Updated 2026年7月20日

The projects dashboard keeps studies organized with folders and sub-folders — a lab can group projects by study line, grant, or team member, instead of scanning one long list. Projects that aren't in any folder live in Unfiled, so nothing gets lost.

The folders rail

The left rail on the projects dashboard shows your folder tree:

  • All projects — everything at once, with folder cards shown first.
  • Folders — each folder shows its project count; folders can contain sub-folders (create one with the New sub-folder button inside a folder).
  • Unfiled — projects that don't belong to any folder.

Create a new top-level folder with the + button next to the FOLDERS heading. Opening a folder shows a breadcrumb (e.g. All projects → GEMA Projects) so you always know where you are.

The projects dashboard with a folders rail listing All projects, the Active Studies and Archived folders with project counts, and Unfiled, next to folder cards and a project card

Finding projects fast

Above the project grid you can combine:

  • Status filter — e.g. show only Draft or Active projects
  • Sort — alphabetical and other orders
  • Search — searches projects, investigators, and descriptions
  • Trash — deleted projects are recoverable from here

Watch it in action

Video demo — Organizing projects with folders (coming soon)

Troubleshooting

If a project seems missing, check Unfiled and the status filter first — a filter set to Active hides Drafts. Deleted projects are in Trash.

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