Note: Work Folders are optional and may not be enabled for every organization.
They are most commonly used in construction, field service, and utilities.
What Are Work Folders?
A Work Folder groups all workflows, photos, and activity related to a single job or work location.
Think of it like a digital folder for a job:
All related workflows live in one place
All photos and activity are tied together
Multiple users can contribute to the same folder
How Work Folders Appear
If Work Folders are enabled:
You’ll see Work Folders instead of a flat workflow list
The Folders option appears on the Orientation Screen
You must select or create a folder before starting a workflow
If you don’t see folders, this feature is not enabled for your organization.
Create or Select a Work Folder
You can:
Create a folder manually using the Add button, or
Use folders that are automatically created via system integrations (API)
Folders often include job details such as:
Job number
Site or customer information
Status (Active / Inactive)
Add Team Members to a Folder
Work Folders support collaboration
Open a folder
Add users to the folder
Everyone added can view and contribute workflows
This works similarly to shared folders in tools like Google Drive or SharePoint.
Complete Workflows in a Folder
Inside a Work Folder:
Tap Start Workflow
Choose a workflow (e.g., JSA)
Complete it as usual
All workflows, photos, and notes are automatically stored in that folder.
You can:
View started or completed workflows
See all photos with time and date stamps
Resume in-progress work
Review or share completed workflows
Manage Finished Jobs
When a job is complete:
Mark the Work Folder as Inactive
Inactive folders are hidden from your active list
This helps keep your dashboard organized
Finding Work Folders
Folders load in batches (tap Load More to see additional jobs)
Use Refresh if you were recently added to a folder
Search supports job or folder IDs (not full text)
In Summary
Work Folders are useful when you need to:
Organize work by job or site
Collaborate across crews
Keep all related workflows and photos together