• Flow Production Tracking

Organize and find pages in folders and favorites

Sort pages into folders to keep them organized.


00:12

Pages can be sorted into folders to keep them organized. Folders

00:16

will appear under the global all pages and project pages menus.

00:20

There are a few ways to add a page to a folder.

00:23

The first method of adding a page to a folder is from design mode.

00:27

Design mode will be covered in detail in another course.

00:30

But for now,

00:31

what you need to know is that design mode gives you access to edit and

00:34

configure pages to be set up exactly as you'd like to see them.

00:38

You can enter design mode on any page by

00:40

going to the page menu and choosing design page.

00:44

Look over to the left pane to see information about the page, including its name,

00:48

project and folders. To add a page to a folder,

00:52

simply start typing a folder name in the folder field.

00:56

Once a folder

00:56

is set,

00:57

select Save in the top right hand corner of design mode to save changes to the page.

01:02

The second method of adding a page to a folder is from manage pages. To manage pages,

01:08

you can either go to the gear at the bottom

01:10

of the all pages menu from the global navigation menu,

01:14

or the gear at the bottom of the project pages menu from the project navigation menu.

01:22

From here, ensure the folder field is visible.

01:25

Update the folder field with the name of the

01:27

folder that the page will be organized into.

01:36

The third method of adding a page to a folder is when a page is being duplicated.

01:41

If you like a page and want to duplicate it to either use it in another project,

01:45

or to have a variation of the page that

01:47

you can customize without affecting the original page,

01:51

you can go to page settings and select save page as.

01:54

From this menu, you can add the page to a folder by filling in the folder field,

01:60

before select and create page. Folders can be nested,

02:04

meaning that folders can be created within folders. To add a page to a nested folder,

02:09

simply type a dash and angle bracket between each folder level.

02:13

For example, to add a page to a report folder within a user folder that I made myself,

02:19

I need to type the name of the two folders

02:22

with the arrow between them into the folder field.

02:26

Pages can be removed from folders at any time

02:28

by clearing the folder field. To delete a folder,

02:32

the folder name must be removed from all existing folder fields.

02:36

Once there are no more pages within a folder, the folder will disappear.

02:43

Any page can be marked as a favorite. Favorites

02:46

work similarly to bookmarks in a web browser.

02:48

A favorite page will be listed under user's favorites in both the

02:52

global and project navigation menus. To set a page as a favorite

02:56

users can select the star to the right of any page name,

02:59

from either within a page to the right of the page name,

03:03

or the global or project page menus to the right of the page name.

03:07

You may choose to create custom pages while working within your Flow Production

03:11

Tracking site.

03:12

Favorite pages will be listed at the top of the global and project page menus.

03:17

Folders and favorites make it easy to navigate to

03:20

the pages that you need to access the most.

Video transcript

00:12

Pages can be sorted into folders to keep them organized. Folders

00:16

will appear under the global all pages and project pages menus.

00:20

There are a few ways to add a page to a folder.

00:23

The first method of adding a page to a folder is from design mode.

00:27

Design mode will be covered in detail in another course.

00:30

But for now,

00:31

what you need to know is that design mode gives you access to edit and

00:34

configure pages to be set up exactly as you'd like to see them.

00:38

You can enter design mode on any page by

00:40

going to the page menu and choosing design page.

00:44

Look over to the left pane to see information about the page, including its name,

00:48

project and folders. To add a page to a folder,

00:52

simply start typing a folder name in the folder field.

00:56

Once a folder

00:56

is set,

00:57

select Save in the top right hand corner of design mode to save changes to the page.

01:02

The second method of adding a page to a folder is from manage pages. To manage pages,

01:08

you can either go to the gear at the bottom

01:10

of the all pages menu from the global navigation menu,

01:14

or the gear at the bottom of the project pages menu from the project navigation menu.

01:22

From here, ensure the folder field is visible.

01:25

Update the folder field with the name of the

01:27

folder that the page will be organized into.

01:36

The third method of adding a page to a folder is when a page is being duplicated.

01:41

If you like a page and want to duplicate it to either use it in another project,

01:45

or to have a variation of the page that

01:47

you can customize without affecting the original page,

01:51

you can go to page settings and select save page as.

01:54

From this menu, you can add the page to a folder by filling in the folder field,

01:60

before select and create page. Folders can be nested,

02:04

meaning that folders can be created within folders. To add a page to a nested folder,

02:09

simply type a dash and angle bracket between each folder level.

02:13

For example, to add a page to a report folder within a user folder that I made myself,

02:19

I need to type the name of the two folders

02:22

with the arrow between them into the folder field.

02:26

Pages can be removed from folders at any time

02:28

by clearing the folder field. To delete a folder,

02:32

the folder name must be removed from all existing folder fields.

02:36

Once there are no more pages within a folder, the folder will disappear.

02:43

Any page can be marked as a favorite. Favorites

02:46

work similarly to bookmarks in a web browser.

02:48

A favorite page will be listed under user's favorites in both the

02:52

global and project navigation menus. To set a page as a favorite

02:56

users can select the star to the right of any page name,

02:59

from either within a page to the right of the page name,

03:03

or the global or project page menus to the right of the page name.

03:07

You may choose to create custom pages while working within your Flow Production

03:11

Tracking site.

03:12

Favorite pages will be listed at the top of the global and project page menus.

03:17

Folders and favorites make it easy to navigate to

03:20

the pages that you need to access the most.

Organize and find pages in folders and favorites

Folders

Pages can be sorted into folders to keep them organized. Folders will appear under the global and project pages menus.

There are a few ways to add a page to a folder.

Add a page to a folder

  1. Add a page to a folder from Design Mode.
    • From the Page Settings menu, select Design Page.

      Design Page

    • Under the Page tab on the left-hand display, fill in the Folder field.

      The Folder field

    • Once a folder is set, select Save in the top-right hand corner to save changes to the page.

      Save a folder

  2. Add a page to a folder from the Pages page.
    • Pages can be managed either from:
      • The global navigation menu via All Pages > Manage Pages…
      • The project navigation menu via Project Pages > Manage Pages…

        Manage pages

    • Ensure the Folder field is visible.
    • Update the field with the name of the Folder the page will be organized into.

      Folders in Pages

  3. Add a page to a folder when creating a duplicate page.
    • If users like a page and want to duplicate it to either use it in another project, or to have a variation of the page they can modify, without affecting the original page, users can:
      • Go to Page Settings and select Save Page As…
    • From this menu, users can add the page to a folder by filling in the Folder field before selecting Create Page.

      Save Page As

Folders can be nested, meaning that folders can be created within folders. The add a page to a nested folder, simple type -> between each folder level.

  • For example, to add a page to the folder below, users will need to type Jessica's Pages->Reports into the Folder field.

    Add a page to a folder
    All project pages

Pages can be removed from folders at any time by clearing the Folder field.

To delete a folder, any Folder field containing that folder must be cleared. Once there are no more pages within a folder, the folder will disappear.

Favorites

Any page can be marked as a Favorite. Favorites work similarly to bookmarks in a web browser. A Favorite page will listed under a user's Favorites in both the global and project page menus.

Favorites

To set a page as a Favorite, users can select the star to the right of any page name, from either:

  1. Within a page

    From within a page

  2. The global or project page menus

    From the global or project page menus

Many users will create custom pages while working within Flow Production Tracking. Favorite pages will be listed at the top of the global and project pages menus and make navigating to the pages that users need to access the most that much easier.

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