Salesforce Solutions: Create/Manage folders on Titan Dashboard

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Jan 9th, 2024

Up to now, it was only possible to filter or search for a project. This new feature allows more options to organize, find and manage projects. Clients with many projects across multiple departments could manage projects more efficiently.

• There are no default folders available. You need to create at least one folder.
• Projects could be assigned to more than one folder.
• Folders cannot be deleted. The folder will disappear when there are no projects linked to it.

Are there any Prerequisites?

You will need a registered Titan Account, which comes in Free, Teams, and Business Pro packages.

What steps should I follow?

1. To begin, make sure that you are on the Dashboard.

2. Next, click on the Kebab menu of an existing project. The context menu opens.

3. Click on the Manage Folders option. The Manage Folders screen opens.

4. If you want to know how to create a folder in Titan for Salesforce, click on the + Add to folder option. The Folder Name screen opens.

5. Type a folder name in the Folder Name field.

6. Click on the Save button. 

7. Easily add a few Folders.

8. Click on the Save button. 

9. The Folders are added at the bottom of the list.

A project will have a label with the folder name assigned to it. Multiple folder names are listed together, separated by a comma.

Manage Folders

 Start by going into the Dashboard.

1. Click on the Kebab menu. The context menu opens.

2. Click on the Manage Folders option. The Manage Folders screen opens.

3. Click on the + Add to folder option. The Folder Name screen opens.

4. Click in the Folder Name field. The Drop-Down List opens.

5. Click on a Folder Name to select it.

6. Click on the Save button.

7. Scroll down on the Dashboard. The folders are listed at the bottom of the screen.

8. Click on the All option. The five most often used folders are displayed.

Note: A folder only exists as long as there are projects linked to that folder.

9. Next, you will use the Search functionality to search for folders and projects.

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