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Creating Systems, Folders, and Subfolders

Learn how to navigate your systemHUB workspace, build a clean folder hierarchy for your departments, add nested content, and understand the permission levels required to make structural changes.


🧭 Navigate Your Workspace

The left-hand side panel is your main navigation hub. This is where you toggle between the three primary content sections:

  • Systems: For "how-to" processes.
  • Policies: For company rules and guidelines.
  • Training: For educational courses and workshops.

📁 Create a Top-Level (Root) Folder

Root folders are typically used to represent your main company departments, such as Finance, Marketing, or Operations.

  1. Click the New button in the top left corner of the screen.systems-list
  2. Select New Folder.
  3. Enter a name for your department, for example, "Marketing".
  4. Click Add. The folder will now appear in your left-hand panel.

🌿 Add Subfolders and Content

Once your root folders are set up, you can build out your hierarchy using one of two methods:

  • Method A (Right-Click): Right-click on any folder and select New Folder or New System/Policy/Training.
  • Method B (Toolbar): Click to highlight a folder, then click the New button at the top and select your desired item.

For example, to organise your marketing department:

  1. Right-click Marketing and add a subfolder named Social Media.
  2. Right-click Social Media and select New System to create a specific process like Facebook Posting.

📝 Name and Save Your Content

When creating a new system, policy, or training:

  1. Enter a clear, descriptive Title.
  2. Click Publish (or Save).
  3. Your new content will now be nested precisely where you created it in the folder tree.

🛠️ Troubleshooting Permissions

If the New button is missing or you cannot right-click to add items, your user access level may be restricted.

🚫 Note: Only users with Admin or Editor permissions can create or modify folders and systems. If you are a Reader, contact your systemHUB admin to request an access update.

🎉 You're All Set!

You now know how to map out and organise your company knowledge base like a pro. Building a clean folder structure makes it effortless for your team to find the exact processes they need, when they need them!