Folders and organisation

Folders are how you organise projects inside iMeshh Pro. They live in the Folders sidebar on the Projects index and group projects however your studio likes — by client, by year, by stage of work, by location. A project sits in one folder, or none.

Creating a folder

Click New Folder at the top right of the Projects index, or the + next to FOLDERS in the sidebar. Both open the same dialog.

Fill in the fields:

• Folder Name — required. Must be unique inside its parent. You can have one 2026 folder under London Projects and another 2026 under US Projects without a clash.
• Description — optional. Shows when you point at the folder in the sidebar.
• Color — pick one of nine. The dot next to the folder name takes this colour, which makes scanning the sidebar quicker.
• Link to client (optional) — ties the folder and its sub-folders to a specific client.
• Parent Folder — leave at Root level for a top-level folder, or pick an existing folder to nest inside.

Click Create Folder to save.

Renaming, recolouring, and deleting

Point at any folder in the sidebar and a small menu icon appears. Click it for three actions.

• Edit folder — change the name, description, colour, linked client, or parent.
• Add Sub-folder — opens the New Folder dialog with this folder pre-filled as the Parent.
• Delete — removes the folder. Any projects inside move back to Unfiled; they aren't deleted.

Putting a project in a folder

Three ways:

• Drag it — in grid or list view, drag a project's card or row onto a folder in the sidebar.
• From the row menu — in list view, open the three-dot menu on a row and choose Move to folder.
• From the project header — open the project, open the three-dot menu, and choose Move to folder.

A project sits in exactly one folder at a time, or Unfiled if you haven't filed it.

Nesting folders

Folders can sit inside other folders. There's no hard depth limit, but two or three levels usually covers what a studio needs.

A typical structure:

London Projects
  2025
  2026
    Crestwood Tower
    Atrium Penthouse
US Projects
  Northstar Riverside
Unfiled

To create a sub-folder, either:

1. Click Add Sub-folder from the parent's menu, or
2. Open the New Folder dialog and pick the parent in the Parent Folder dropdown.

In the sidebar, click a parent folder name to expand or collapse its children.

Linking a folder to a client

The Link to client field is a shortcut for studios who organise everything by client. Setting it does two things:

1. The client's initial appears in a small coloured chip next to the folder name, so you can scan which folder belongs to which client.
2. When you create a new project from inside that folder, the client is pre-selected on the New Project dialog.

The link cascades to sub-folders. If Atrium Architects is linked to the parent Atrium Architects folder, every sub-folder underneath inherits the same client.

Unfiled

Unfiled at the bottom of the sidebar isn't a real folder — it's the catch-all for projects you haven't filed yet. New projects land there by default unless you create them from inside a folder.

You can leave a project in Unfiled for good. Folders are optional.

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What's next

• Creating a project — the New Project flow end to end
• List view and folders — finding and filtering projects
• Inside a project — the header and the six tabs