⚠️ Folders is a feature available exclusively in Instagantt Standalone. This feature is not available on Instagantt for Asana.
Folders in Instagantt help you organize, group, and visualize multiple projects inside the same workbook. They are especially powerful for creating combined Gantt chart views, improving project planning, and structuring work by team, department, client, or shared resources. If your workbook is growing, folders are essential for keeping everything clean, fast, and easy to manage.
🧭 Table of Contents
What Are Folders in Instagantt?
How Folders Work Inside a Workbook
The Default “All Projects” Folder
How to Create and Reorder Folders
How Combined Gantt Charts Work with Folders
Benefits of Using Folders for Project Planning
Summary
Frequently Asked Questions (FAQ)
📁 What Are Folders in Instagantt?
Folders are used to organize projects inside a workbook. While workbooks store all your projects, folders help you structure them into meaningful groups.
Each project can belong to only one folder at a time. This means that if you want to move a project into a new folder, you must first remove it from the current one.
Folders do not duplicate projects—they only change how they are grouped and displayed inside your project management workspace.
⚙️ How Folders Work Inside a Workbook
Folders exist entirely inside a workbook and are used only for organization and visualization. They do not affect permissions, access, or ownership.
Important behavior to understand:
A project can only be inside one folder at a time
Moving a project between folders does not affect its data
Deleting a folder does not delete the projects inside it
This makes folders a safe and flexible way to reorganize your online Gantt chart projects without any risk of data loss.
🗂️ The “All Projects” Folder
Every workbook comes with one default folder named “All Projects”, located at the top of the projects list in the left sidebar.
This folder:
Loads every project in the workbook
Cannot be removed
Acts as the master combined view
Always shows your complete project portfolio in one place
It’s the fastest way to get a big-picture overview of everything happening in your workbook.
➕ How to Create and Reorder Folders
To create a new folder:
Expand the left sidebar
Click the + button
Select the Folder tab
Enter the folder name
Use the toggle buttons to add projects
Save your folder
New folders are created at the bottom of the list, but you can reorder them at any time. Simply hover over a folder, click the three parallel lines to the left of its name, and drag it into the desired position.
This makes it easy to keep your workspace organized exactly the way your team workflow requires.
🧩 How Combined Gantt Charts Work with Folders
Folders are not just for organization—they also power combined Gantt chart views.
When you click on a folder’s name:
All projects inside that folder load together
They appear in the same order as on the left sidebar
You get a single combined project timeline
This allows you to visualize dependencies, overlaps, and workload across multiple projects at once—one of the most powerful features for advanced project planning.
🚀 Benefits of Using Folders for Project Planning
Using folders unlocks major advantages for project managers, team leads, and planners, including:
Create combined Gantt charts for better timeline analysis
Organize projects by team, department, or client
Group projects by shared resources for smarter capacity planning
Monitor multiple initiatives in a single timeline view
Improve visibility across complex project management workflows
Reduce clutter in large workbooks
Speed up navigation and reporting
Folders turn your workbook into a structured project portfolio management system, instead of just a flat list of projects.
📝 Summary
Folders in Instagantt allow you to organize projects inside a workbook, safely restructure your workspace, and generate powerful combined Gantt chart views. They are essential for managing multiple projects effectively, especially when working by team, department, client, or shared resources. With folders, your project planning becomes clearer, faster, and more strategic.
⚡️ Organize Smarter with Folders
Use Folders in Instagantt to structure your projects, simplify navigation, and unlock the full power of combined Gantt chart planning for your team.
❓ Frequently Asked Questions (FAQ)
Can a project be in more than one folder?
No. A project can only belong to one folder at a time.
Are projects deleted if I delete a folder?
No. Deleting a folder only removes the grouping. All projects remain safely in the workbook.
What is the “All Projects” folder?
It’s the default folder that loads every project in the workbook together.
Can folders be reordered?
Yes. You can drag and drop folders using the three-line handle next to the name.
Do folders affect permissions or access?
No. Folders are only for organization and visualization, not permissions.
