Folders Within Folders

samglenn

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. 

156 Replies
ifly
Member

Adding subcategories to the sales templates tool would be helpful. Our business has multiple locations with different pricing/taxes. May help companies stay consistent with collateral that operate in multiple cities/states/countries.

jcallahan
Member

I have about 60-70 templates in a folder called "Callahan Templates" and it takes a while for me to find the one that I want. I think it would be a huge help in organizing and would increase our efficiency if we were able to create subfolders in templates. For example, in the "Callahan Templates" folder, I could have "Follow-ups", "Event Templates", etc.

hubspotuser2011
Participant

The Marketing File Manager has a great way of organizing through sub folders. The Sales CRM does not have this feature. It would be a great asset to sales teams if they could have sub-folders within folders for organizing. 

 

Currently it is very difficult to navigate to documents when there are hundreds of seperate folders. It would clean up the area aesthetically, too. 

 

Please allow the Sales CRM this feature! 

ndwilliams3
Key Advisor

Totally agree. Folders would significantly improve the organization in Documents. 

 

 

willcurran
Top Contributor

Jeez, yes please! My folders are just so gigantic now.

jamesk
Member

I agree, we have been HubSot customers for a month and we have about 20 users. With all of us creating/ modifying templates. It is becoming time consuming to constantly search for our templates. However, the recently used templates in the Gmail extension does help.

 

Kind regards,

 

James

 


@jcallahan wrote:

I have about 60-70 templates in a folder called "Callahan Templates" and it takes a while for me to find the one that I want. I think it would be a huge help in organizing and would increase our efficiency if we were able to create subfolders in templates. For example, in the "Callahan Templates" folder, I could have "Follow-ups", "Event Templates", etc.


 

jasonsongtrust
Participant

yes, could be great for organizing documents.

Maka
Participant

Yes, same here. I already talked to one of the Hubspot guys about this, and he said that it's on the road map. But it would be great to have this asap, I'm also struggling fwith around 60 templates in different languages.

willcurran
Top Contributor

Also the ability to view them in a list view with columns would be helpful. For example, filtering out by user who uploaded or last time someone opened the document, similar to the analytics but the ability to get to the doc, edit it, organize it, delete it, etc.

Status updated to: Idea Submitted
roisinkirby
HubSpot Product Team

Hey @ifly, I've moved your feature request to this thread to combine votes and comments. 

RobinVoter
Member

Agree! Clients are asking for this.

jfindley99
Member

This would help organization tremendously. 

lorienmax
Member

I do hope this is on the roadmap. I have been requesting this since templates were released I think it has been well over a year. 

lellis
Participant

It sucks that I can blow stuff away (delete) in bulk but no way to organize content by moving templates and sequences in bulk.  The ONLY way to organize templates and sequences is to move them one at a time.  Not a time saver but a time suck, so we stay disorganized and ineffective with messaging because we can't manage what we have, because Hubspot does not give us to the utility to do so.  

Maka
Participant

@roisinkirby Is there any update on this? Thanks!

RandyCarson
Member

We need subfolders for sequences. This is basic directory structure stuff...not rocket science. Please enable us to organize our sequences more neatly SOON. Thanks.

Justinmiller
Member

Upvote!

taylorfriss
Top Contributor

Email Template Subfolders

sgchili
Participant

Needed!

nbar0n
Member

Good morning,

Having subfolders in template is a must have when communicating with clients. There are so many situations to handle when communicating to clients and we loose a lot of time by looking for the correct template. We came to hubspot because it brings us productivity.

Can you give us more insights on when will the feature be available?

Thank you!

Nicolas