Overview
Organize your chats and projects by creating folders in the left panel. This tutorial walks through naming and creating a new folder that appears immediately in your navigation structure.
Learning Objectives:
Locate the folder creation button in the left panel
Name and confirm new folder creation
Verify folder appears in the navigation hierarchy
Prerequisites
You'll Need:
Access to a workspace with folder creation privileges
At least one chat to organize (recommended)
A clear naming convention for your folder structure
Important: Some workspaces restrict folder creation to administrators or specific roles. Contact your workspace administrator if you don't see the folder creation option.
Creating a New Folder
Access the Folder Creation Interface
Navigate to the left panel to view your workspace navigation menu
Click the "+ Create a Folder" button at the top right side of the panel
Add a name and select the parent folder where this will be saved
Result: The "Create New Folder" modal dialog opens with a name input field.
Note: The "+ Create a Folder" button appears only if you have folder creation permissions. If missing, your role may not include this capability.
Name and Create Your Folder
Enter a folder name in the text field of the modal dialog
Use descriptive names that reflect the folder's purpose (e.g., "Q1 Marketing Campaigns")
Avoid special characters:
/ \ : * ? " < > |Maximum length: 100 characters
Click the "Create" button in the modal dialog
Result: The modal closes and your new folder appears in the left panel navigation.
Tip: Create a consistent naming convention across your team (e.g., "[Project] - [Topic]") to make folders easier to find and organize.
Verify Folder Creation
Locate your new folder in the left panel's folder list
New folders appear alphabetically in the navigation structure
The folder displays with a folder icon and your chosen name
Click the folder name to open it and confirm it's accessible
Result: The folder opens in the main panel, displaying an empty chat list ready for content.
Troubleshooting: If the folder doesn't appear:
Refresh the page using your browser's refresh button or Ctrl/Cmd+R
Collapse and expand the left panel by clicking the hamburger menu (≡) if available
Wait 10-15 seconds and check again (occasional sync delay)
Best Practices
Plan your folder hierarchy before creating: Sketch out your desired folder structure to avoid creating redundant folders or having to reorganize later.
Use consistent naming conventions: Establish team-wide standards like
[Department]_[Project]_[Document Type]to make folders self-documenting and easier to search.Create folders for major projects or clients: Organize work by logical groupings rather than creating folders for minor topics that could be handled with chat naming.
Limit folder nesting depth: Avoid creating more than 3 levels of nested folders to prevent navigation complexity and maintain performance.
Set permissions strategically: Create separate folders for sensitive content with restricted access rather than mixing public and private content in the same folder.
Archive old folders: For completed projects, create an "Archive" folder and move completed work there rather than deleting, preserving historical context.
Document folder purposes: For shared folders, add a README chat inside explaining the folder's purpose and organization scheme for new team members.
Common Questions
Q: Can I create subfolders within folders? A: Yes. Click the "..." menu next to any existing folder and select "Create a folder".
Q: Can I rename a folder after creating it? A: Yes. Click the "..." menu next to the folder name and select "Rename." You can also edit folder descriptions from this menu.
Q: What if I accidentally create a folder with the wrong name? A: You can rename it immediately. If you created it in the wrong location, drag and drop it to the correct position in the hierarchy or move it via the folder menu.
Q: Can I create templates for folder structures? A: Not directly, but you can create a "Template" folder with placeholder subfolders and duplicate it by sharing it to a new folder location.