As your form library grows, folders help you keep everything organized. You can group forms by purpose — such as onboarding, check-ins, or assessments — so you and your team can find what you need quickly. Head to AI Forms to get started.
Creating a Folder
If you have no folders yet, you will see a New Folder button in the left sidebar. If you already have folders, click the + icon next to the "Folders" heading.
Click New Folder (or the + icon).
Enter a name for your folder.
Click Save.
Your new folder will appear in the sidebar on the left. You can create as many folders as you need.
Moving Forms into Folders
There are two ways to move a form into a folder:
Drag and Drop
Hover over a form in the list — you will see a grip handle appear on the left side of the form.
Click and drag the form toward the folder you want in the sidebar.
The target folder will highlight when you hover over it.
Release to drop the form into that folder.
Using the Menu
Click the three-dot menu on the right side of a form.
Hover over Move to Folder.
Select the destination folder from the list, or select Unorganized to remove it from any folder.
Filtering by Folder
Click any folder in the sidebar to filter the form list and show only the forms in that folder. You also have two built-in views:
All Forms — Shows every form regardless of folder.
Unorganized — Shows only forms that have not been placed in a folder. This view appears automatically when you have unorganized forms.
Each folder and view displays a count badge showing how many forms it contains.
Renaming a Folder
Hover over the folder in the sidebar.
Click the three-dot menu that appears on the right.
Select Edit Folder.
Enter the new name and click Save.
Deleting a Folder
Hover over the folder in the sidebar.
Click the three-dot menu that appears on the right.
Select Delete Folder.
Confirm the deletion.
Important: Deleting a folder does not delete your forms. All forms inside the deleted folder are automatically moved back to Unorganized.
Tips for Organizing Your Forms
Group by purpose — Create folders like "Onboarding", "Weekly Check-Ins", "Assessments", or "Feedback" to keep related forms together.
Separate drafts from published — Use a "Work in Progress" folder to keep draft forms separate from your active published forms.
Team-based folders — If you have multiple coaches, consider organizing forms by who uses them most.