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Help · Folders versus Projects

Folders versus Projects

These do different jobs, and it is worth getting the distinction: A FOLDER is where a file lives — the filing cabinet. One file, one folder. A PROJECT (some workspaces call them Initiatives, Campaigns, or something else — you choose the word) is what a file is FOR. Projects can nest, a file can be in one, and each project carries a description and a set of goals. The reason projects matter: those goals get read back to your assistant whenever it publishes into that project or lists what is in it. So a session next month picks up what the project is trying to achieve without you re-explaining it. This is also half of what a project IS in the Projects module (see "Projects — tracking the work behind the documents"): starting one there makes — or finds — a matching bucket of this kind automatically, so a project's cards and its description live together from day one instead of being two things you have to remember to connect.

This answer is part of a walk: Docs — publish, write, share