How to Organize Your Workflows Into Folders

Overview

When managing multiple workflows, staying organized is essential for efficiency and easy navigation. PXME’s Workflow Folders feature allows you to categorize, group, and manage workflows so you can find and maintain them more easily. You can also use Advanced Filters and Smart Lists alongside folders to create a highly customized workflow management system.

Step 1: Create Folders

1. Go to Automation > Workflows.

2. Click Create Folder in the top-right corner.

3. Enter a folder name in the popup window.

4. Click Save.

Your new folder will now appear in the All Workflows list.

Step 2: Move Workflows Into Folders

1. In the workflow list, click the three dots next to the workflow you want to move.

2. Select Move to Folder.

3. Choose the target folder from the popup window.

4. Click Save.

Notes:

• You can move workflows back to the general list or into another folder at any time.

• You can also create a new workflow directly inside a folder, and it will be saved there automatically.

Advanced Filters and Smart Lists

• Advanced Filters: Apply multiple criteria to quickly locate specific workflows.

• Smart Lists: Save filtered views for ongoing use, allowing quick access to grouped workflows.

Benefit: These tools streamline workflow management and give you flexible ways to track, review, and manage automations by category, tags, or custom conditions.

FAQs

1. How do I create a new folder for my workflows?
Go to Automation > Workflows, click Create Folder, name the folder, and save.

2. Can I move workflows between folders?
Yes. Click the three dots next to a workflow, select Move to Folder, and choose your desired folder.

3. Can I create a workflow inside a folder?
Yes. Navigate into a folder and create a workflow there—it will automatically be saved inside that folder.

4. What if I want to move a workflow back to the general page?
Use the same process and select the general page as the destination folder.

5. Is there a limit to how many folders I can create?
No. You can create as many folders as you need to stay organized.

6. Can I rename or delete folders?
Yes. Folder management options (rename or delete) are available in the folder’s settings or options menu.