---
title: Creating a Case Folder
description: Learn how to efficiently manage your building maintenance records by creating custom folders and moving cases into them. This guide helps you streamline your workflow by categorising your active and resolved tasks for better organisation.
---

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# Creating a Case Folder

## How to create and organise case folders in MYBOS Building Manager to manage cases more efficiently.

Folders are one way to organise cases and provide additional layer of structure beyond status, priority, or type. This allows you to group cases with different statuses, priorities, and types within the same folder.

#### Learn How to Create and Organise Cases Below:

<iframe src="https://scribehow.com/embed/Organising_Building_Management_Cases_Into_Folders__DahUdPPmRZi_hgjLH1z-4g?as=video" width="100%" height="800" allow="fullscreen" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: initial;"></iframe>

### Step-by-Step Walkthrough

**Step 1**: In the **MYBOS Building Manager Dashboard** go to **Cases** on the left hand side

**Step 2:** Navigate to the **Folders** dropdown menu below the **Cases** tabs 

**Step 3**: Click **Create New Folder** 

**Step 4:** Enter the name of your folder and click **Add** 

**Step 5**: To move cases in your newly created folder, click the checkbox on the left hand side of the case.

**Step 6:** Above the **Cases list**, four icons will appear. Click the **Folder Icon** to select which folder to move the case to. 

**Step 7**: Select your newly created folder and click Save. The Cases will now appear in both the default screen and their respective folder. 

 

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