Creating a Folder Structure to Organise Your Systems, Processes, and Checklists

1. Establish Your Root Folders

When you first set up systemHUB, you are provided with standard departmental folders. To maintain a clean organization, use these as your "Root" or top-level categories.

• To add a new department: Click New > Folder at the top of the sidebar.

• Pro Tip: Use a numbering system (e.g., "08 Test Folder") to keep your main departments in a specific, logical order.

2. Create Subfolders for Specificity

As a department grows, avoid having a long, flat list of systems. Instead, group related processes into subfolders.

• How to Add: Right-click on a main folder (e.g., "Marketing") and select New Folder.

• Example: Create a "Social Media" subfolder inside "Marketing" to house all your platform-specific processes.

3. Move and Organize Content

To keep your workspace tidy, you can move existing systems into your new subfolders:

• Move via Menu: Right-click a system, select Move, and then navigate to the specific subfolder (e.g., Marketing > Social Media).

• Drag and Drop: You can also click and hold a system to drag it directly into a folder.

• Relocation: If a different department takes over a task, you can move an entire folder to a new root category (e.g., moving "Social Media" from "Marketing" to "IT").

4. Folder Maintenance

Keep your folder tree intuitive by using these right-click actions:

• Rename: If a department name changes, right-click and select Rename.

• Duplicate: Copy an entire folder structure if you need to replicate it for another branch or department.

• Assign Members: Right-click a folder to quickly manage which team members have access to everything inside it.

5. Why Structure Matters

A disorganized systemHUB leads to "system overwhelm." If team members can't find what they need at a glance:

1. They will get frustrated.

2. They will stop using the systems.

3. They will revert to old, inconsistent habits.