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Move a Selected Pipeline to a Folder (Grid and List View)

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Bytimothy A
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Overview: 

The Move Pipeline to Folder feature lets you organize pipelines by placing them into specific folders. This helps keep pipelines structured and easier to locate.

Follow these steps to move a selected pipeline to a folder in Grid or List view:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: You will be navigated to the Pipelines. 
Step 2: You will be navigated to the Pipelines.
Step 3: Select a pipeline, then click the three-dot menu.
Step 3: Select a pipeline, then click the three-dot menu.
Step 4: A pop-up window will appear where you can click the Move to Folder option to begin the process. 
Step 4: A pop-up window will appear where you can click the Move to Folder option to begin the process.
Step 5: A new window will open, prompting you to choose an existing folder you’ve created by clicking the dropdown menu.
Step 5: A new window will open, prompting you to choose an existing folder you’ve created by clicking the dropdown menu.
Step 6: Once all available folders are revealed, select one and click on it to save it.
Step 6: Once all available folders are revealed, select one and click on it to save it.
Step 7: The same method works here in the List View.
Step 7: The exact same method works here in the List View.
Step 8: Pick a pipeline and click on the three-dot menu.
Step 8: Pick a pipeline and click on the three-dot menu.
Step 9: Click on Move To Folder. 
Step 9: Click on Move To Folder.
Step 10: Click on the Select Folder dropdown menu to select a destination.
Step 10: Click on Select Folder dropdown menu to select a destination.
Step 11: Once you’re done, click Save to apply the changes.
Step 11: Once you're done, click Save to apply the changes.
Step 12: A pop-up notification will appear, confirming your pipeline was moved successfully.
Step 12: A pop-up notification will appear, confirming your pipeline was moved successfully.

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