- Using SafetyCulture
- Templates (managing)
- Move templates to folders
Move templates to folders
Learn how to move templates to folders via the web app.
Why use template folders?
We understand that when you have a lot of templates, it can be time-consuming to search for the right one every time you need to conduct an inspection. With template folders, you can categorize your templates for easy access, either by your frequency of usage or the type of work you're doing.
What you'll need
At least 10 templates in the organization
Once a template is moved to a folder, it won't be visible on the template list anymore. However, you can still search for the template using the search bar and filters.
Move a template to a folder
Select
Templates from the menu on the left-hand side.Click
on the template's right-hand side and select 
Move to folder.
In the pop-up window, click the "Select folder" dropdown menu.
Select the folder you want to move the template to or click
Create folder to create a new one.Click Move to folder or Create folder.
Move multiple templates to a folder
Select
Templates from the menu on the left-hand side.Select the templates you want to move by checking the box on each template's left-hand side. You can narrow down the list using the search box or by clicking
Add filter and selecting filter options.
Click
Move to folder.In the pop-up window, click the "Select folder" dropdown menu.
Select the folder you want to move the template to or click
Create folder to create a new one.Click Move to folder or Create folder.
Limitations
Each organization can only have up to 1,000 folders.
Each folder can only have up to 1,000 templates.
Each template can only be in one folder. If a template is already in a folder, moving it to a new one will remove it from its current folder.
Templates that have been shared with you externally can't be moved to folders.
Frequently asked questions
You may not have the "Override permissions: Manage all data" permission, which is required to move templates to folders.
If you have the "Platform management: Permissions" permission, you can also assign yourself a permission set with the "Override permissions: Manage all data" permission or reach out to an administrator to assign this to you.
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