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What are Work Folders?

Work Folders provide an additional way to organize workflows by job, site, or customer

Written by Jake Landgraf
Updated this week


Answer

A Work Folder works like a digital file folder for a job or group of workflows.

Use Work Folders to organize related workflows, photos, assignments, and activity in one place for a specific job, site, or customer. If your organization has this feature enabled, you select or create a folder before starting work so everything stays grouped together. Work Folders can also be shared, which allows team members to contribute to the same folder and keep related work together.

Note: Work Folders are optional and may not be enabled for every organization. They are most commonly used in construction, field service, and utilities.


Steps

Open or create a folder

  1. Open ANVL.

  2. Select an existing folder, or create a new one.

  3. Confirm you are in the correct folder before starting work.

Complete work in the folder

  1. Open the Work Folder.

  2. Select Start Workflow.

  3. Choose the workflow you need.

  4. Complete and submit the workflow as usual.

Manage folder activity

  1. Reopen the folder to view in-progress or completed workflows.

  2. Review photos, notes, and related activity stored in the folder.

  3. Add team members to the folder as needed.

  4. Mark the folder Inactive when the job is complete, if your role allows it.

Find a folder

  1. Use Load More to view additional folders.

  2. Use Refresh if you were recently added to a folder.

  3. Search by folder ID or job number if needed.

Additional Details

  • Work Folders are optional and may not be enabled for every organization.

  • They are commonly used to organize work by job, site, or customer.

  • Multiple users can contribute to the same folder.

  • Some folders may be created automatically through system integrations.

  • If you do not see Work Folders, your organization may not be using this feature.


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