Keep your work in folders
Make folders on My activities, move activities and interactions into them, and delete a folder you no longer need.
My activities lists your own activities and interactions in the workspace you are in. Choose Activities or Interactions at the top. Folders run down the left, under All activities (or All interactions).
Everything sits in a folder. Each person has a General folder in each workspace: it holds anything not in another folder, and it cannot be renamed or deleted.
Make a folder
- Select New folder at the foot of the folder list.
- Type a Name and pick a Colour.
- Select Make folder.
A new activity goes into the folder you have open when you select New activity. You can also choose its Folder in the panel.
Move something into a folder
- On its card, select the three-dot menu, then Move to folder.
- Pick the folder and select Move.
The same menu has Rename, Save as a template, Export as a file (activities only) and Move to bin.
Find something
Open a folder, or type in Search activities… to find by title. Sort puts the list in Last edited or Name, A to Z order.
Rename or delete a folder
Open the folder. Rename, or the three-dot Folder options and Rename or recolour, changes its name and colour.
To delete it, choose Move folder to bin from Folder options. If it holds activities, Taktyl asks what to do with them:
- No, move them to General: only the empty folder goes to the Bin.
- Yes, put them in the Bin with the folder: they go together, and come back together if you restore the folder.
Its interactions always move to General, because other activities may use them.