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How do I create a new folder?

  1. Go to All Engagements from the left navigation menu.

  2. Click the New Folder button located next to New Engagement.

  3. In the Add Folder side panel, enter a Folder Name (required).

  4. (Optional) Add a custom folder image or select an icon from the preset icon library.

  5. (Optional) Search for and select existing standalone engagements to add immediately.

  6. Click Create folder.

Note: Folder creation requires a folder name. The Create folder button will remain disabled until a name is provided.