## Help Content

**Title:** Using Folders to Organize Properties
**Format:** Help article
**Audience:** New users
**Slug:** using-folders
**Purpose:** Keep your property portfolio organized with custom folders for different deal stages and strategies.

**Content:**

Folders let you group properties however you want, separate from their status. A folder is a saved view that shows only the properties you put in it. You can use folders for deal stages, investment strategies, client groups, or any system that works for you.

### Creating a Folder

Open the Properties sidebar and click "Folders" or go to /folders. Click the + button or "Create Folder." Give it a name and an optional description.

Use names that tell you at a glance what is inside:

- Active Deals
- Under Contract
- Passed / No Go
- Need Inspection
- Q2 Targets
- Client: Johnson

[SCREENSHOT: Create Folder dialog with name field and optional description]

### Adding Properties to a Folder

Two ways to add properties:

- **From the property card** — Find any property in your Drafts, Shared, or Published tabs. Click the three-dot context menu and select "Add to Folder." Choose one or more folders.
- **From the property detail page** — Open a property. The folder assignment is in the property settings or organization section. Select the folder from the dropdown.

A single property can be in multiple folders. Adding a property to a folder does not change its status or remove it from its status tab (Drafts, Shared, etc.).

### Viewing Folder Contents

Click a folder name in the Folders section of the Properties sidebar. The property list filters to show only properties in that folder. Use the "My Folder" tab on the Properties page to access your default folder view.

### Managing Folders

- **Rename** — Click the edit icon next to the folder name. Changes apply immediately.
- **Remove a property** — Open the folder, find the property, and use the context menu to remove it from the folder. This does not delete the property, only removes it from that folder.
- **Delete a folder** — Deleting a folder removes the grouping. The properties inside it are not deleted. They remain in Drafts, Shared, Published, or Offers.

### Folder Use Cases

**Deal pipeline** — Create folders for each pipeline stage: New Leads, Under Review, Offer Submitted, Under Contract, Closed, Passed. Move properties through folders as the deal progresses.

**Investment strategy** — Separate properties by strategy: Fix-and-Flip, Buy-and-Hold, BRRRR, Wholesale Assignments, Subject-To. Each folder shows only the properties for that approach.

**Client or partner grouping** — If you work with multiple buyers or investors, create a folder per client and add shared properties to their folder. This keeps each client's deals separate even when you are managing dozens of properties.

**Market or area** — Group by location: Phoenix Metro, Atlanta, Charlotte, Midwest. Useful when you invest in multiple markets.

### Folders vs. Status Tabs

Status tabs (Drafts, Shared, Published, Offers) are system-defined. Folders are user-defined. They work alongside each other. A property can be Published (system status) and also in your "Active Listings" folder (your custom grouping).

**Next steps:**
- How to Add a New Property
- Understanding Property Statuses
- Sharing a Property
- Publishing to Marketplace

**Status:** Draft v0.1