Create Folder

Creating folders helps organize requests by logical criteria for quick access and effective management. This instruction will show how to create a new folder for organizing requests.

When Needed

  • You need to organize requests by topics, priorities, or teams.
  • You want to create your own folder structure for the team.
  • You need to configure automatic distribution of requests into folders.
  • You want to improve navigation and request search.

What's Important to Know

  • Folder — organizational element for grouping requests.
  • Folders can contain filters for automatic addition of requests.
  • You can create nested folders for detailed organization.
  • Folders are displayed in navigation for quick access.

Prerequisites

  • You are logged in with administrator rights.
  • You have navigated to the OperatorLine module via Apps -> OperatorLine.
  • You have determined folder name and purpose.

Step-by-Step Instructions

  1. In the OperatorLine module, find the folder management section through the settings menu or in the filters section.
  2. Click the "Create Folder" or "Add Folder" button — a dialog window opens.
  3. Fill in basic folder parameters:
    • Name — enter a clear folder name (for example, "High Priority", "Technical Support").
    • Description — add description of folder purpose (optional).
  4. Configure filters for automatic addition of requests (optional):
    • Select selection criteria (status, topic, tags, operator, etc.).
    • Requests matching these criteria will automatically be added to the folder.
  5. Select parent folder if you need to create nested structure (optional).
  6. Configure additional parameters:
    • Folder availability (only for you, for team, for everyone).
    • Icon or color for visual identification (if available).
  7. Click the "Create" or "Save" button — the folder is created and appears in navigation.

What Happens After

The folder is created and appears in navigation. Requests that match configured filters are automatically added to the folder.

How to Verify It Worked

  • Check that the folder appeared in navigation.
  • Make sure requests are automatically added to the folder by filters.
  • Check that folder name and settings are correct.

Other Ways

  • You can create multiple folders at once for quick organization.
  • Folders can be edited after creation to change filters.
  • Use nested folders for detailed organization of large numbers of requests.