Quick Start: Folders

Note: this functionality has been deprecated.

A "Folder" is a container to group your projects. You may either have all your projects in the default folder, or instead, create multiple folders to organize your projects. Some users use folders as placeholder for clients. Other use folders to group projects in categories. They do not have an impact on the scheduling.

Create Folders
When you access Sam9000 for the first time you will be in Dash perspective and My Tasks Today. A preset “Our Projects” Folder containing a “Getting Started” Project is already there for your convenience. Once you create a folder, you can add projects or memos in them.

To create a new folder, Click on Folder in the Top Bar Menu. Once In the new perspective Click on the + New button below the Top Bar.

In the dialog enter a Folder description in and select what type of folder. Internal or Regular.

Regular folders can be used for all your functional projects, this is where you will add most of your tasks.
Internal folders can be used for all supporting activities for your team, like training, accounting and memos.

Create Projects

Once folders are created you can start adding projects and tasks.
To create a new project from the Folders perspective:

• Select the folder where you would like your project to go in.
  
• Click on + Project button on the right.