How to organize your workspace with folders

Learning to organize workspace with folders is what keeps a system usable after the first dozen apps. In Jestor, folders group apps, tables, AI agents and documents, working much like folders on a computer.

Why unorganized workspaces degrade quietly

Nobody creates a mess deliberately. Each new app is added at the moment it is needed, and grouping is a task for later.

Later never arrives, and eventually people stop browsing and rely on search, which only works when you already know the name of what you want.

What folders prevent:

  • A flat list of forty items with no grouping
  • Related tables and apps sitting far apart
  • New users unable to tell which items belong together
  • Search as the only viable navigation

How to structure your folders

StructureGrouping logicSuits
By processEverything for purchasing in one folderMost companies
By departmentFinance, HR, operationsClear departmental ownership
By clientOne folder per accountAgencies and consultancies
By lifecycleActive, archived, in developmentEnvironments with many pilots

Step by step to organize

  1. Open the apps and tables area, which shows favorites, recent items, apps, tables, agents and documents.
  2. Filter by folders to see what already exists.
  3. Create a folder through the create command or from build mode.
  4. Name it after the process, since process grouping suits most teams.
  5. Move the related items in, keeping each process self contained.
  6. Use favorites for the handful of things you open daily.

Why grouping by process usually wins

Departmental folders seem obvious until a process spans two departments, which most do. Purchasing touches finance and operations, recruiting touches HR and the hiring manager. Grouping by process keeps everything needed for one flow in one place.

  • Familiar model: folders behave like they do on a computer
  • Everything groupable: apps, tables, agents and documents
  • Favorites alongside: frequent items surfaced separately
  • Created from build mode: the option appears when the builder is active

Frequently Asked Questions

What can go inside a folder?

Apps, tables, AI agents and documents. See jestor.com.

Where is the create folder option?

In the create command, or in the apps area with build mode active.

Should I group by department or by process?

Process grouping usually works better, since many processes span departments.

Video Tutorial: Step by Step

With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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