Organising boards into folders

A whole-home project generates a lot of boards: a concept per room, a revision or three per concept, plus the ones that didn't survive the first meeting. Folders keep that from becoming a wall of thumbnails.

Where folders live

Folders belong to a project. Open the project and go to its Design Boards tab — that's where New folder sits, next to New board.

The studio-wide Design Boards page (in the left nav under Studio Tools) is a flat view across every project — it doesn't group by folder. Think of it as "everything, everywhere"; the project tab is where the filing happens.

Making and using folders

Click New folder, name it, and drop boards into it. Folders render as tiles, the way a Finder window does — a folder is a place you open, not a row in a list.

Names that earn their keep are the ones that match how the project actually runs:

• By room — Primary Suite, Kitchen, Parlor Level
• By stage — Concept, Approved, Superseded
• By audience — For the client, Internal only

Rooms are the usual answer for residential work. Stage-based folders come into their own on long projects where the interesting question is "what's still live?"

Unfiled and Archived

The studio-wide Design Boards page has three tabs:

• Active — everything in play.
• Unfiled — boards not yet in a folder. Treat it as an inbox: a board lands here when you make it in a hurry, and filing it later takes a second.
• Archived — boards you're done with. Archiving keeps a board searchable without it crowding the view. Use it for superseded revisions and concepts the client passed on — they're evidence of the thinking, and worth keeping.

A note on revisions

Revisions (… rev1.1, rev1.2) stay in the same folder as the board they came from, which is what you want: the whole conversation about the primary suite sits in the Primary Suite folder, in order, rather than scattering across the project.

If a folder is getting long, archive the revisions that are settled and keep the current one active.

Related

• Design boards: the basics
• Sharing a board with your client
• Creating a project