07. Jobs Folders

Introduction 

As a TaroWorks administrator, when you have a high volume of Jobs in your Salesforce organization, it can be challenging to navigate them all in your Jobs tab. Starting in TaroWorks 4.5, a Folder feature is available to help your organize and navigate your Taroworks Jobs. This article details how to create and use TaroWorks folders.

• A. Creating a Jobs folder - Create as many folders as you like to tag and navigate your Jobs.
• B. Editing and Deleting a Jobs folder
• C. Adding a Job to a folder - Once you have created the Folders you can assign Jobs to them.

Before you Begin:

• Have TaroWorks 4.5 or above installed in your Salesforce Instance.

A. Creating a Jobs Folder

1. Click the TW Folder tab.
2. Click New.
   
3. Enter a TW Folder Name.
4. Choose Jobs for Type.
   
5. Click Save.

B. Editing and Deleting a Jobs Folder

1. Click on TW Folders Tab.
2. Click on the name of the Folder.
   
3. To edit the name of the folder, click Edit, then enter the new folder name and click Save.
   
   NOTE: You cannot change the Type of a folder. However, you can delete and create anew.
4. To delete a folder, click Delete and then OK. All the Jobs that were in this folder will remain, but will no longer be in a folder.
   

C. Adding a Job to a Folder

1. Click the Jobs tab.
2. Click the More Actions menu and select Move to Folder.
   
   
   
3. Select the folder you want to move it to and click Save.
   
4. Now you can sort and filter your Jobs by that folder.
   

Conclusion

Congratulations, you now know how to create, edit, delete and filter TW Folders!