This article details the step-by-step instructions for adding the Folders tab, so that you can create folders for your Surveys or Jobs. You can then assign these Surveys and Jobs to these folders so they can be easily organized and filtered.
Before you begin:
- You must have completed the previous articles in this upgrade series.
Create Folder Tab
- Click Setup in the upper right.
- Go to Build >Create > Apps or Type 'Apps' in the search bar above the menu.
- Click Apps.
- Click Edit next to TaroWorks.
- From the Choose the Tabs section, choose TW Folders from the Available tabs list, and click on the Add arrow.
- Click Save.
Congratulations, you can now use this tab to create folders for your Jobs and Surveys. Proceed to the next article: 03. Download Upgrade file to Mobile Device.