- 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.
Take note
The template folders feature is only available on the web app.
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.
Once a template is moved to a folder, it will be hidden from the template list. However, you can still search for the template using the search bar and filters.
Templates that you've been given external access to can't be moved to folders.
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 folderIn 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.
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