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Working with folders

Working with folders

It is always great to be able to organize your work.

By default a load list will be created in the Default folder. The more load lists you create the more challenging it can be to find the list you are looking for. It is therefore advisable to create folders. In this case we will create a folder for our customer Acme Inc, and all our load lists we create for this customer will be put in this folder.

We create a new folder by pressing the + sign in the top of the Folder panel:

New folder

We give it a name, "Acme Inc".

There is also a "Private" option. By default - all load lists you create will be visible by the other team members through the "Colleagues" folder. If you set a folder to be private - they will only be visible to you and not to your other team members. Lets set it to private.

New private folder

As we can see the new folder has been created for us and it has a lock which means it's private.

Now - when you create a new load plan - you are able to select that the new list should be created in the "Acme Inc" folder.

You can move load lists between different folders by using the drag and drop function, simply click on a load list while holding your mouse button down and drag it to the designated folder.

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