Folders and collections are a great way to structure your workspace, as well as saving time searching for items. Your Check workspace allows you to easily create folders and also group them in collections.

Note: Folders are positioned below ‘All items’ as well as ‘Tipline inbox’ and ‘Imported reports’ special lists (when enabled).

This article explains:

Folders are visible in the upper section of the left panel of your workspace. A folder can contain multiple items, and we recommend grouping items in terms of topics or stages of your workflow process.

Click “Folders”.

Note: this feature is only available to workspace Admins and Editors.

Click the “+” to create a new folder.

You then have the option to create a new folder or a collection of folders.

In the pop-up window that follows, add a title to the list and an optional description, then click “CREATE FOLDER”.

The new folder will then be displayed in the left panel. Clicking the 3 vertical dots next to the folder name allows you to rename, delete or move the folder, either out of the collection or to a new collection.

Clicking “Rename” opens a window where you can edit the folder name and description. Click “RENAME FOLDER” when done.

Folders can be restricted according to Check user permissions. To edit sharing access, open any folder and click the three vertical buttons adjacent to the folder name.

On the modal window, select who will be able to access or view the folder on the workspace, either:

Click ‘Update access’ after selecting the required folder privacy option.

The folders will then only be visible to non-restricted permission role(s).

Note: this feature is only available to workspace Admins and Editors.

Clicking the “Delete” folder option opens a window for you to confirm the action. Note: All items in the folder will still be accessible in the "All items" folder.

Click any folder to create filters. By default, the folder is displayed as a non-editable filter (1). Click “+ Add filter” (2).

Select one or more filters to apply from the dropdown menu.

After choosing the filters, click the play button to apply the filter (1), then “Save list” (2).

Add a new list name and click “Save list”, to create a new filtered list.

The filtered list will then be displayed on your workspace left panel, under “Filtered lists”.

Edit the filters by hovering over the filter icon then clicking the “x” that appears. Click “Add filter” to add more, apply the filter, then “Save list” when done.

In the pop up window, choose to either save the changes to the filtered list or create a new one.

Navigate to the “Columns” tab by clicking the gear icon to open workspace settings. Under “General” enable “Folder” by clicking “SHOW” and position the column using the up/down arrows.

The folder will then be displayed on your workspace.

Collections are groups of folders and have a star to distinguish them from folders. Collections are best used as a high-level grouping e.g. Covid-19 , where the folders may relate to Covid treatments and vaccines.

You can rename or delete Collections by clicking the three dots to the right and following the steps in the pop up window, as long as you have Admin or Editor permission.

To create a Collection, click the “+” next to folders, and select "New Collection.

Input a title and description of the collection, then click “CREATE COLLECTION”.

The new collection will then be displayed.

To move a folder to a collection, open the folder and click the three buttons to the right of the folder name, and select “Move to …”.

Choose the destination collection and click “MOVE TO COLLECTION”.

Alternatively, you can drag and drop folders in collections. The folders will then be listed alphabetically within their respective collections.

To edit the collection name, click the 3 dots to the right of the collection and select “Rename”. Edit the collection details, then click “Rename collection”.

Click the 3 dots to the right of the collection and select “Delete”. Folders will still be accessible, outside the collection.