Create folders and work items from Collections

The Collections Add menu creates supported work items in the active Space. When you use Add inside a folder, the new item is created in that folder context.

Use the Add menu when you need to:

1. Create a folder to group related work.
2. Create a list for tasks and execution.
3. Create a doc, whiteboard, dashboard, or goal from the same location.
4. Open App Settings when the item type or task fields need Space-level setup.

Before you start

• You need create or edit permission in the target location.
• The item type must be enabled in App Settings when that setting exists.
• Your plan and current usage must allow the item type.
• Private or restricted folders may prevent creation even when Add is visible elsewhere.

Create a folder

1. Open Collections or the target parent folder.
2. Select Add.
3. Choose Folder.
4. Enter a clear folder name.
5. Open the folder and create related work inside it.

Good folder names are short, recognizable, and match how the team looks for work, such as a client, initiative, department, or operating area.

Create a list

1. Open the location where the list should live.
2. Select Add.
3. Choose List.
4. Complete the list setup that appears.
5. Add tasks or import work as needed.

Use a list when the work needs owners, statuses, due dates, task fields, filters, and views.

Create a doc

1. Open the correct folder or Collections level.
2. Select Add.
3. Choose Doc.
4. Add the written context, decisions, notes, or planning details.
5. Link or create tasks from the doc when the context becomes actionable.

Create a whiteboard

1. Open the correct folder or Collections level.
2. Select Add.
3. Choose Whiteboard.
4. Use the canvas for visual planning, mapping, or discovery.
5. Move decisions into lists, docs, or goals when the plan becomes structured.

Create a dashboard

1. Open the correct folder or Collections level.
2. Select Add.
3. Choose Dashboard.
4. Pick a template or create from scratch when prompted.
5. Add widgets that match the reporting need.

Create a goal

1. Open the correct folder or Collections level.
2. Select Add.
3. Choose Goal.
4. Enter the goal details.
5. Add milestones or linked work when progress depends on other items.

Open App Settings from Add

Choose App Settings when you expected an item type or field to be available but it is missing, disabled, or needs Space-level configuration.

Examples

• A list field does not appear.
• A feature area needs to be enabled or disabled.
• Task fields, points, workload, CRM, or other Space settings need review.

Choose The Right Item Type

Need	Best option
Group related items	Folder
Track tasks and execution	List
Capture written context	Doc
Plan visually	Whiteboard
Review metrics or status	Dashboard
Track outcomes and progress	Goal
Change feature availability or fields	App Settings

Troubleshooting

The Add button is missing

• Symptom: You are in Collections or a folder but do not see Add.
• Cause: The page may still be loading, the location may be restricted, or your role may not allow creation.
• Resolution:
  1. Confirm the active Space.
  2. Check the page header and empty-state area.
  3. Refresh if the page looks incomplete.
  4. Ask a Space owner or admin to confirm create access.

An item type is disabled

• Symptom: The item type appears but cannot be selected.
• Cause: The feature may be blocked by role permission, App Settings, plan availability, or usage limits.
• Resolution:
  1. Confirm you are creating in the right Space and folder.
  2. Ask an admin to review App Settings and your role.
  3. Check billing or usage limits if the action appears plan-restricted.
  4. Use another item type only if it matches the work need.

An item type is missing

• Symptom: The Add menu does not show the option you expected.
• Cause: The feature may be unavailable in this Space, hidden by settings, or not available for your role.
• Resolution:
  1. Confirm you are in the intended Space.
  2. Open App Settings from the Add menu or Settings area.
  3. Ask a Space admin whether the item type should be enabled.
  4. Report an issue from Help if the option should appear.

The new item appears in the wrong folder

• Symptom: You create an item but cannot find it where expected.
• Cause: Add creates in the location where it was opened.
• Resolution:
  1. Confirm which folder was open when you selected Add.
  2. Use Search to find the item by name.
  3. Use more actions and Move to place it in the correct folder.
  4. Create future items from the exact folder where they should live.

FAQ

Can I create items from inside a folder?

Yes. Open the folder first, then use Add. The new item should be created inside that folder.

Why does another member see more Add options?

They may have a different role, plan access, usage allowance, or Space configuration.

Should I use App Settings from the Add menu?

Use it when the problem is setup-related. If you are simply creating work, choose the item type directly.