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How to Create a Folder

This article explains how to create a root folder, how subfolders work, and how to browse the folder after it is created.

Written by Christopher Varner

Overview

In the current chat UI, folders are created from `Search Chats`, not from the short `Chats` list in the left sidebar. If you are trying to organize chats and cannot find the folder controls, open `Search Chats` first.

Learning Objectives:

  • Locate the folder creation button in the left panel

  • Choose the correct folder type at the root level

  • Understand how subfolder creation works

  • Browse the new folder after creation

Prerequisites

You'll Need:

  • Access to your workspace

  • Permission to create folders

  • At least one saved chat if you want to move chats into the folder right away

Note: Folder creation happens on the `Search Chats` page. If you stay on the left sidebar `Chats` list, the folder controls will not appear.


Create a Root Folder

Open the folder creation dialog

  1. Navigate to `Search Chats` in the left sidebar

    • Do not stay on the short `Chats` list in the sidebar.

    • Wait for the main `Search Chats` page to load.

  2. Go to the `Folders` section near the top of the page

    • Look for the primary `New Folder` button.

  3. Click `New Folder`

    • The `Create New Folder` dialog opens.

Result: The folder creation dialog is open.

Tip: If you were expecting folder creation in the sidebar, this is the step many users miss after the UI update.


Name the folder and choose the type

  1. Enter a folder name in `Folder Name`

    • Use descriptive names that reflect the folder's purpose (e.g., "Q1 Marketing Campaigns")

    • Avoid special characters: / \ : * ? " < > |

    • Maximum length: 100 characters

  2. Choose the `Folder Type`

    • Select `Private` if the folder should stay limited in visibility.

    • Select `Shared` if the folder should be visible across the workspace.

  3. Click `Create Folder`

    • The button changes to `Creating...` while the folder is being created.

Result: The new root folder is created and appears in the `Folders` section.

Note: The `Folder Type` choice appears when you create a folder from the top-level `All Chats` view.

Important: If you are creating a top-level folder, choose the folder type carefully. That visibility decision affects how other users discover the folder in `Search Chats`.


Create a Subfolder

Add a folder inside an existing folder

  1. Navigate to `Search Chats` in the left sidebar

    • Open the actual folder where you want the subfolder to live.

    • Do not use `Private` or `Shared` as the parent, because those are filters, not folders.

  2. Click `New Folder`

    • Use the folder creation control while you are inside the parent folder.

  3. Enter the subfolder name

    • The `Create New Folder` dialog opens again.

  4. Click `Create Folder`

    • The subfolder is created inside the current folder.

Result: A new subfolder is created within the selected parent folder.

Note: Subfolders inherit the visibility of the parent folder. The dialog does not ask you to choose `Private` or `Shared` again for that subfolder.


Browse Chats and Folders After Creation

Open and navigate the new folder

  1. Locate the new folder card in the `Folders` section

    • Click the card to open it.

  2. Review the chat list for that folder

    • If no chats are in the folder yet, you may see an empty state.

  3. Use the breadcrumb above the chat list to move back

    • Click `All Chats` to return to the full view.

  4. Open subfolders from the same folder card area if needed

    • Folder navigation continues one level at a time.

    • Only actual folders can have child folders below them.

Result: You can browse the folder immediately after creating it and confirm it is in the right place.

Tip: Open the new folder right away to confirm whether it should stay at the root level or whether it belongs inside another folder.


Add Chats to the Folder

Move an existing chat

  1. Find the chat from `Search Chats`

    • Use the search field or browse the list.

  2. Open the chat row menu

    • Look for the overflow menu on the chat row.

  3. Click `Move to Folder`

    • Choose the folder you created.

  4. Confirm the move

    • Return to the folder and make sure the chat appears there.


Result: The selected chat is now stored in the folder.

Note: Some teams create the folder first, then move related chats into it so the structure is clear before more chats are added.


Best Practices

  1. Start from `Search Chats`: This is the correct place to create folders in the current UI

  2. Use descriptive folder names: Clear names make browsing easier later

  3. Choose root visibility carefully: Shared folders are easier for teams to discover, while private folders are better for limited-access work

  4. Create the parent folder before subfolders: This keeps the structure easier to understand

  5. Move chats right after creating the folder: Immediate cleanup helps users trust the new structure


Common Questions

Why can I not find the folder button in the sidebar?

Folder creation is not handled from the short `Chats` list. Go to `Search Chats` and use `New Folder` in the `Folders` section.

Where do I create folders now?

Open `Search Chats` from the left sidebar, then click `New Folder`.


What is the difference between a private folder and a shared folder?

Private folders limit visibility to a smaller audience. Shared folders are intended for broader workspace access.

Can I create a folder inside `Private` or `Shared`?

No. `Private` and `Shared` on the `Search Chats` page are filters for the chat list. To create a subfolder, first open a real folder card, then click `New Folder`.


Can I choose the folder type for a subfolder?

No. Subfolders inherit the visibility of the parent folder.


How do I add chats to a folder after creating it?

Find the chat in `Search Chats`, open the chat row menu, and use `Move to Folder`.


Why does it feel like my chats disappeared after I created folders?

In the current UI, browsing is split between the recent `Chats` list and the full `Search Chats` page. Use `Search Chats` to browse older chats and folder contents.


Can I create a folder and then create a chat directly inside it?

Yes. After opening the folder, use the available folder actions to start a new chat in that area if your workspace permissions allow it.

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