Organizing Projects in Folders

Folders are a great way to keep your project organized. Sogolytics starts the organization for you, but only you know the system that will work best for you!

Navigate to

• Access Folders
• Add Folders
• Add Sub-Folders/Nested Folders
• Edit Folders
• Delete Folders
• Drag and Drop
• Move Projects from one folder to another

By default, your account has five System-defined folders (Main, Archive, Recycle Bin, Shared, Mobile App) that are designed around functionality.

Additionally, you may create user-defined folders, which will be displayed under the ‘My Folders’ section on the left-hand side of the screen.

Access Folders

Click on the All Projects icon in the top left of the screen, and you’ll find folders on the left side of the modal that opens up.

Add Folders

Create a new folder while you’re starting a new project or within All Projects.
From All Projects:

1. Click on the All Projects icon in the top left corner of your screen.
2. Next to MY FOLDERS on the left, click on the +.
3. Enter a name for your folder.
4. Click the check to Save.

While creating your project:

1. Once you’ve chosen to start from scratch or by copying another survey template, click Continue.
2. Next, name your project.
3. Choose to add your project to a folder from the dropdown list or a new folder.
4. Your survey will be saved in the selected folder.

Add Sub-Folders/Nested Folders

1. Click on the All Projects icon in the top left, then navigate to MY FOLDERS and hover over your chosen folder.
2. Click on the + icon to the right of the folder name.
3. Enter the name of the new sub-folder.
4. Click the check to Save.

Edit Folders

1. Click on the All Projects icon in the top left, then navigate to MY FOLDERS and hover over any folder.
2. Click on the pencil icon to edit.
3. Make the desired change.
4. Click the check to Save.

Delete Folders

1. Click on the All Projects icon in the top left, then navigate to MY FOLDERS and hover over any folder.
2. Click on the trash icon to delete.
3. Click OK to confirm.

Drag and Drop

You can rearrange folders by dragging and dropping them into your preferred order.

Move Projects from one folder to another

1. Within All Projects, hover over a project title and check the displayed box.
2. As needed, select multiple projects at once.
3. Click the Move icon in the top right corner and select the destination folder.