To manage your folders, go to Account Settings > Folders. From there you can:
- Create folders: Click Add New Folder to add a custom folder for a project, team, client, or anything else.
- Delete folders: Click the x next to a custom folder. Deleting a folder is permanent and you'll be asked to confirm, but the reports in it aren't deleted.
- Hide or unhide Smart Folders: Click the eye icon to hide a Smart Folder you don't need, and click it again to bring it back.
Editing folders
You can change a folder's type, name, icon, color, description, and rules at any time. On the Folders page (left navigation), click the three-dot menu (...) next to the folder and choose Edit Folder. You can also open the folder, click its three-dot menu, and choose Edit Folder. Smart Folders can't be renamed and don't have a description. See Basic folder actions.
Shared folders
- Deleting: Only the folder Owner can delete a shared folder. Deleting it removes the folder for everyone it's shared with.
- Changing the folder type: Only the Owner can switch a folder between personal and shared.
See Shared folders.
Folder rules
You can set up rules that add new meetings to a folder automatically based on their title or participants. See Configuring rules for folders.