To keep your workflows organized, you can categorize them using the Workflow Folders feature in Advisor's Growth. This helps maintain a tidy workspace, making it easier to manage and access workflows efficiently.
Step 1: Creating a Folder
Navigate to Automation > Workflows.
Click on Create Folder located at the top right of the screen.
In the popup window, enter a name for your folder.
Save the folder, and it will now appear in your list under All Workflows.
Step 2: Moving Workflows Into Folders
In the workflow list, locate the workflow you wish to move, and click the three-dot icon beside it.
From the actions menu, select Move to Folder.
In the popup window, select the folder where you'd like to move the workflow and click Save.
Note: You can move workflows between folders or back to the general workflows page by following the same steps. You can also create a workflow directly within a folder, which will automatically save the workflow in that folder.
FAQs
Q1: How do I create a new folder for my workflows?
Navigate to Automation > Workflows, then click Create Folder at the top right. Enter a name in the popup window and click Save.
Q2: Can I move workflows between folders?
Yes, you can move workflows between different folders or to the general page. Click the three dots next to the workflow, choose Move to Folder, select the target folder, and save.
Q3: Can I create a new workflow directly within a folder?
Absolutely! Simply enter the folder and create the workflow from there, and it will automatically be saved within that folder.
Q4: How do I move a workflow back to the general page?
To move a workflow out of a folder and back to the general page, follow the same process as moving it into a folder, but select the option to move it back to the general page.
Q5: Is there a limit to how many folders I can create?
No, there’s no limit to the number of folders you can create, allowing you to organize workflows as extensively as you need for seamless management.
Q6: How do I rename or delete a folder?
Check the platform settings for folder management options. Usually, you can rename or delete folders from the folder’s settings or options menu in Advisor's Growth.