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Status PM Refinement
Feedback Type New Idea United States
Created by Alexander Gregory
Created on Apr 27, 2022

Add to a Save It subfolder

Currently, you can only mark files for Save It into the main Save It folders (Deliverables, Workpapers, etc.) It would be really useful for Save It organization if you could map these Concourse files to subfolders within the main Save It folders. This way, you can have workpapers for different deliverables saved within subfolders that tie to that deliverable. Otherwise, you either have to organize Save It on the back end or are left with a Save It with no organization.

Workspace Territory United States
  • Guest
    Feb 9, 2024

    What's the status of this?

  • Missy Wilson
    Jul 22, 2022

    Thank you for submitting this idea – we’ve assigned this to our team that is focused on the Save It in Concourse led by Jonathan Baker. They’ll be in touch as they review and explore the idea! Thank you again!

2 MERGED

SaveIt Sub Folders

Merged
When adding a document to SaveIt from the Deliverables, there should be an option to select the sub folders. For example, I can select Deliverables but I cannot select the Workstream folder to attach my document from the Deliverables page in Conco...
Robin Thomas almost 4 years ago in New Idea / United States PM Refinement
7 MERGED

Assign to subfolder in SaveIt

Merged
From Concourse interface, when I mark an item for SaveIt, I am prompted with a dropdown to pick a folder (Deliverable vs Workpaper etc). However, in SaveIt (SharePoint) we established subfolders to better organize files for our broad transformatio...
Luke Vandertie about 4 years ago in New Idea / United States PM Refinement