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Collection Categories - Projects, Folders, Meetings

Organize know three types of collections:

  1. Projects: Projects have a defined start and end date and a defined target.
  2. Meetings: One-time or regular event with a defined number of participants and an agenda
  3. Folders: Everything else - mostly used for reference information, data collection or just that interesting thing you've seen yesterday, but don't know yet what to do with it.

Setting the Collection Category using the context menu

To set the collection category you have to:

- Select the project in the Organize Library (1)
- Right-Click the project to show the context menu
- Move your mouse over "Folder Type" to open the Folder Type submenu
- Select the Folder Type

By changing the Folder Type the icon for your project is updated accordingly.

You can also directly access the Folder Type setting using the Organize tab on the Ribbon UI.

Setting the Collection Category using the Inspector

To set the collection type you have to:

- Select the project from the Organize Library (1)
- Show the Inspector by clicking the Inspector Button (i) in the Start Page of the Ribbon UI (2)
- Make sure the "Type and Status" section is selected (3)
- Select the "Folder Type" (4)

By changing the Folder Type the icon for your project is updated accordingly.