Organize your data and tags

Organize your projects
Browse projectsOrganize projectsPin projectsSelect and edit multiple projectsRename a folder
Copy, move, and delete contentManage multiple highlights on a tagTag across projects with extensionsMigrate tags to an extensionManage access to extensionsCreate reusable project templatesRestore deleted things from trash
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Organize your projects

Organize your projects in Markup so that it's easy for users in your workspace to find projects. Workspace admins can pin projects, organize projects into folders, and reorder them.

Browse projects

You can browse projects using these tabs:

  • Projects - shows active projects.

  • Archived - shows archived projects.

  • All - shows both active and archived projects.

Organize projects

To make projects easy for users in your workspace to find, organize your projects into folders and reorder them with drag and drop. Here are a few examples of folders you could create for your projects:

  • Type of research – customer interviews, usability testing, survey responses.

  • Product team – core product, search and navigation, growth.

  • Department/role – design, user research, content strategy.

Reorder a folder:

  1. Click the drag icon on the right of a folder.

  2. Drag the folder to the location you would like.

Reorder a project:

  1. Click and drag from anywhere on a project list.

  2. Drag the project to the folder you would like.

Pin projects

You can pin projects to the top of the page for easy access across your workspace. This is useful to feature important projects such as ongoing research projects.

Pin a project:

  1. Hover on a project in the list.

  2. Click on the pin icon.

  3. The project will now be pinned at the top.

Unpin a project:

  1. Hover on a pinned project.

  2. Click on the unpin icon.

  3. The pinned project will now be removed.

Select and edit multiple projects

  1. Hover on a project in the list.

  2. Click on the checkbox that appears to enter selection mode.

  3. Click the checkboxes beside projects to select further projects.

  4. Click Pin, Move to, Archive or Delete.

Rename a folder

You can change the title of a folder by selecting the title and editing the name with the text curser.

Does archiving a project hide this completely from view in the workspace, including the global search?

Any projects that have been archived on the projects page will still be available in the workspace and will appear in search if needed.

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Authors

Chloe Blattmann

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Article info

Last updated 5 April 2022
2 min read

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