Organize Your Lists with Folders


When you have multiple lists for different purposes, it quickly becomes difficult to find exactly what you need. The folders feature helps you group and neatly organize your lists, so you can easily access the right information at the right time. With everything clearly structured, you’ll spend less time searching and more time getting things done.


Key Features

1. Sidebar Folder Navigation

  • All your Folders appear in the sidebar for quick access.

  • Clicking on a Folder expands it to show the lists inside.

  • Selecting a list highlights it and displays its path, so you always know where you are.

2. Dropdown “All Lists” View

  • Don’t worry—the traditional “list of lists” view still exists!

  • It’s now accessible via a dropdown, so you can bring it up only when needed.

  • This helps reduce visual clutter if you’re managing many lists.

3. Icons for Different List Types

  • The Type column has been replaced with icons:

    • ? Person icon = People list

    • ? Building icon = Company list


Getting Started

  1. Go to your sidebar and click New Folder.

  2. Name your Folder (e.g., “Recruiting,” “Sales Leads,” or “Portfolio Companies”).

  3. Drag and drop lists into the Folder, or assign them via the list’s settings.

  4. Collapse or expand Folders as needed to keep your workspace clean.


Tips & Best Practices

  • Use clear, descriptive Folder names so your team can find things quickly.

  • Keep Folders focused (e.g., by department, project, or purpose).

  • Use the Location column to quickly confirm where a list is stored.


✅ With Folders, your lists are no longer overwhelming—they’re organized, discoverable, and aligned with how you work.


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