You can now organise your Checklist Templates by adding them to Folders. This will help the system administrators manage 1Place, and find Templates more easily. On the Checklist Templates screen you can see the 'Manage Folders' button, which will allow you to create and rename / (de)activate your Folders.
New Folders
Once you click '+ New Folder' you will be prompted to add a Folder name, and after clicking 'Add' the folder is instantly created.
Please note that there will be 2 Folders by default:
'All'; This Folder shows all Active Templates in the system
'Other'; This Folder shows Templates that have not yet been assigned to a Folder.
Edit Folders
Folders can also be renamed by clicking on the 'Pencil Icon', and they can be (de)activated by using the 'slider' on the right.
When you have multiple Folders, you can use the drag-and-drop feature to change the order in which the Folders appear.
Please note: when you deactivate a Folder that still has Templates assigned to it, these Templates will not be available ad-hoc (via the '+' button on the App / PWA).
Assigning Templates to Folders
Once you have created your Folders you will need to go into the Template Settings to assign the Templates to the correct Folder.
When Publishing a new Checklist Template, you can assign the correct Folder in the Wizard via the 'Checklist Template Folder' dropdown.
Checklist Template Folders will also be visible on the Mobile App / PWA for ad-hoc Checklists. Please refer to this article for more information.