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How to Move a Form Between Categories

How to reorganize your Forms

Amir Elharar avatar
Written by Amir Elharar
Updated over a week ago

Have you created a form in one folder and you want to rearrange it under another folder? Have you created a protocol that is supposed to be located under a different section on your platform?

In this article we will cover the basics of moving forms on your platform, keeping your platform organized and your forms easily located and found at their designated location!

Let's go over the easy process of moving your created content around your platform:

GIF of an admin selecting forms in Connecteam’s Forms feature on the dashboard
  1. Navigate to the relevant category on your sidebar

  2. Check the box(es) to the left of the relevant asset

Screenshot of an admin selecting forms in Connecteam’s Forms feature on the dashboard

3. Once you choose your asset(s), an "Actions "button will appear - click it, and select "Move"

Screenshot of the quick actions button in Connecteam’s Forms feature on the dashboard

4. Choose the category you wish to transfer the folder to:

Please note that you can only transfer files between the same category, meaning: forms to forms and etc.

That's it! Your asset has just been reorganized inside the category you choose!

*This capability is available from the advanced operations plan and the above*

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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