Create a new channel
Navigate to the sidebar on the left-hand side to select “+ New Channel” and give your channel a name. You can organize and group your folios by template type, client, or department. Here are some examples of ways you can group your folios.
- By Type: Persona, Lean Canvas, SWOT Analysis, Content Strategy, etc.
- By Client: Company 1, Company 2, Company 3, etc.
- By Department: Marketing, Sales, Operations, etc.
- By Project Due Dates: April Push 1, May Push 2, etc.
You can employ just one, several, or all of these naming conventions at the same time. When you click on a channel along the sidebar, your dashboard will show you only folios that have been added a specific channel.