Organization - Folders and Tags
Overview
Section titled “Overview”As your automation grows, keeping hundreds of workflows, forms, and dashboards organized becomes essential. Floogos provides a unified folder and tag system that works consistently across all three modules:
- Workflows — automation flows
- Forms — data capture forms
- Dashboards — visual data panels
Folders and tags are shared at the client level, meaning the same folder can contain items from any module. The Settings → Organization page is the central place to manage this structure.
Folders
Section titled “Folders”Folders provide a hierarchical tree structure for grouping items by project, team, client, environment, or any other dimension that fits your workflow.
The folder panel
Section titled “The folder panel”- Width to your liking. Drag the right edge of the folder panel to make it wider or narrower (between 220 and 560 px). The width is remembered and is the same in Workflows, Forms, Dashboards and Templates. Double-click the edge to go back to the default width; with focus on it, the ← → keys adjust it.
- Full names. If a folder has a long name and it gets cut off, hover over it for a moment to see the full name.
- Actions on hover. The “New subfolder” and ”⋮” buttons appear when you hover a folder (or navigate with the keyboard) and sit on top of the name, so they take no space when you are not using them.
Creating Folders
Section titled “Creating Folders”From the sidebar of any module (Workflows, Forms, or Dashboards):
- Click + New Folder at the top of the sidebar
- Enter a name for the folder
- Optionally select a parent folder to nest it
From Settings → Organization → Folders:
- Full CRUD interface: create, rename, delete, and view item counts per module
Moving Items
Section titled “Moving Items”- Drag and drop: drag any item card onto a folder in the sidebar to move it
- The folder accepts drops and assigns the item to it immediately
Auto-assign on Create
Section titled “Auto-assign on Create”If a folder is selected in the sidebar when you create a new Workflow, Form, or Dashboard, the new item is automatically placed inside that folder.
This avoids the extra step of manually moving freshly created items.
Filtering by Folder
Section titled “Filtering by Folder”- Click any folder in the sidebar to show only items inside it
- Click All (the root item) to return to the full unfiltered list
- The selected folder is highlighted and its item count is shown
Folder Counts
Section titled “Folder Counts”Each folder displays per-module counts:
| Column in Settings | Description |
|---|---|
| Workflows | Number of workflows in this folder |
| Forms | Number of forms in this folder |
| Dashboards | Number of dashboards in this folder |
Deleting Folders
Section titled “Deleting Folders”When a folder is deleted:
- All items inside are unassigned (moved to root / no folder) — they are not deleted
- Subfolders are also deleted recursively (their items are also unassigned)
Tags are free-form labels for cross-cutting classification. Unlike folders (single parent), an item can have multiple tags simultaneously.
Assigning Tags
Section titled “Assigning Tags”Add tags when creating or editing any item:
- Type a tag name and press Enter or comma to add it
- Remove tags by clicking the × on any chip
- Tags are stored as a JSON array per item
Filtering by Tags
Section titled “Filtering by Tags”In the sidebar of any module:
- Active tags appear as chips under a Tags section
- Click a chip to toggle it on/off
- When multiple tags are active, items must match all of them (AND logic)
Tag Management
Section titled “Tag Management”From Settings → Organization → Tags:
- See all unique tags used across Workflows, Forms, and Dashboards
- Per-tag counts show how many items of each module use that tag
- Note: tags are managed per-item; there is no global tag registry — a tag disappears from the list automatically when no items use it
Settings → Organization Page
Section titled “Settings → Organization Page”Navigate to Settings → Organization from the left menu (under the Settings section).
Folders Tab
Section titled “Folders Tab”- Full folder tree with expand/collapse
- Create, rename, and delete folders
- Detail panel on the right shows selected folder name, item counts per module, and creation date
- Deleting a folder warns that items will be unassigned
Tags Tab
Section titled “Tags Tab”- Table of all tags currently in use
- Columns: Tag name, Workflow count, Form count, Dashboard count, Total items
- Tags with zero items are automatically removed from this view
Organization at a Glance
Section titled “Organization at a Glance”| Feature | Workflows | Forms | Dashboards |
|---|---|---|---|
| Folder sidebar | Yes | Yes | Yes |
| Tag filter chips | Yes | Yes | Yes |
| Drag to move | Yes | Yes | Yes |
| Auto-assign on create | Yes | Yes | Yes |
| Global settings page | Shared | Shared | Shared |
Best Practices
Section titled “Best Practices”- Use folders for structure: organize by project (
Project Alpha), environment (Production,Staging), or team (Marketing,Operations) - Use tags for status or category:
active,deprecated,needs-review,ecommerce,billing - Combine both: a workflow can be in the
Marketingfolder and taggedactive+email - Keep the root tidy: avoid leaving dozens of unorganized items at the root level — create a folder early and auto-assign as you go