With survey folders, you can organize your surveys based on categories, teams, goals, and anything you'd like. Folders can be very helpful if your account is used by many users and you'd like to categorize the surveys by creators, colleagues, or projects.
In this article, you'll learn how to:
create folders,
move surveys into and between folders.
📌 This feature is available on some of our plans. Please visit our Pricing page or reach out to us to learn more.
Step 1. How to create a folder, change its name or delete it
1. On the left side of your surveys dashboard, create a new folder by clicking Create new.
2. Name your folder and click on Create.
In this step, you can already add existing surveys to your new folder.
However, it's also possible to create an empty folder and move surveys into it later.
3. You can select multiple surveys at once, and if you select a survey you don't wish to add to the folder, click X next to the survey name to remove it.
4. You can quickly find the survey folder you are looking for by searching the name from the upper-right search bar.
📌Note: You can change the name of the folder anytime by clicking on the name here:
If you'd like to delete an existing folder, hover above the folder's name in the Dashboard until you see a Trash bin icon and click on it.
The folder will be automatically deleted, and all surveys from this folder will be moved back to the All surveys view.
💡Each workspace on a Survicate account has a limit of 100 folders.
Step 2. How to move a survey to a folder
You can move one or several surveys to a folder by clicking the checkbox in the top-right corner and clicking the Move to folder button at the top.
Step 3. How to remove a survey from a folder
1. Find the survey in your folder, that you'd like to remove from it, check the box as indicated on the screenshot below, and click Move to folder:
2. As the next step, you'll be able to select where you'd like your survey to be moved. By choosing All surveys, you'll remove the survey from your folder and it will be back in the All surveys view. Please make sure to click the Move to folder button.
Step 4. How to rearrange folders
You can change the order of your folders at any time by rearranging them.
Click on a folder you'd like to move above or below other folders and move it to its new place.
Troubleshooting
I can't create a folder inside of a folder
Unfortunately, at the moment, it's impossible to create a folder within a folder or move one folder into a different one.
📞 If you are experiencing issues with organizing your surveys into folders, reach out to our team from the live chat.