Folders
Every Monitor Where You Would Look For It.
Folders group your monitors the way the work is already split: one per client, competitor, market, vendor, brand or team. File a monitor when you create it or move it later, then pick a folder to see only its monitors.
One flat level, on purpose. A folder name is the whole answer to where a monitor lives.
A flat list stops being a list.
Twelve monitors is a list you can read. Ninety, across four clients, two competitors and your own site, is a pile. Nobody opens a pile.
Every lookup starts with a search
The page you want is somewhere between a competitor's pricing page and your careers page. You know it is in there. Knowing where would be quicker.
Every alert gets sorted by hand
A change arrives and the first question is not what changed, it is whose. That answer lives in somebody's head, so alerts get forwarded, or ignored.
One folder per client, competitor, market or team.
Three steps. The last two happen once per folder.
Create the folder
Name it after the thing it groups: a client, competitor, market, vendor, brand, project or team. One flat level, so the name says where something lives.
Put its monitors in it
Add monitors to a folder as you create them, or move them later. A monitor moves when the work does, and a new client starts as an empty folder you fill in an afternoon.
Point its alerts somewhere
Route each folder's alerts to the channel or the people who act on them. The client folder reaches the account owner, the vendor folder legal, and nobody opens an alert that was never theirs.
A folder sorts. A workspace separates.
Everyone in a workspace sees every folder in it. That is the point: folders make a shared list navigable. When somebody must not see something, that is a workspace.
A list you can read at a glance
A folder is the structure the rest of the account follows: set it once and alerts and archives take the same shape.
- Its monitor count and latest change, so you see how a client or a market stands without opening anything
- Its alerts routed per folder, to the channel or the people who act on them
- The archive filtered the same way, so finding a record later is a filter, not a search
- Monitors added at creation, or moved later, so the structure changes as the work does
Folders are on every plan, including free, from your first monitor.
The four things people assume
Worth knowing before you build your structure around it, not on a call six months from now.
- Not a permission boundary. Everyone in the workspace sees every folder. A folder tidies a shared list, it hides nothing from anyone
- Not nested. One flat level, deliberately. A folder name is the whole path, which keeps the list readable at 50 folders
- Not a separate archive. Snapshots are stored per monitor and filtered by folder. Moving a monitor does not split its history
- Not a label you stack. A monitor sits in a folder and moves when the work moves, rather than collecting tags alongside it
When something has to be invisible rather than tidy, that is a workspace, and what each person can do inside one is role-based access.
What people actually put in them.
Agencies and multi-client desks
One folder per client. Everything that client touches sits together, alerts route to whoever owns the account, and their history is a filter, not a search through everyone else's pages.
Competitive and market tracking
One folder per rival, or per market. Open it and you have the state of play: pricing, product, newsroom, careers, in one place, not scattered down a list.
Vendor terms and compliance work
One folder per vendor, entity or framework. A fee schedule change reaches procurement, a subprocessor addition reaches privacy, because the folder already decided where that alert goes.
Your own estate
One folder per site, brand or region. A few hundred pages stays a structure, not a pile, and the team that owns each property hears when it changes.
What sits either side of a folder.
Folders shape the list. These decide who sees it and what happens when a change lands.
Workspaces
Folders organize what a team can already see. A workspace decides what exists for whom, which you need the moment a client or contractor is in the account.
Learn more →Team Members
A folder's alerts only matter if they reach the person who acts on them. Invite the team and everyone sees the same changes at once, instead of waiting on one inbox.
Learn more →Workflow States
Mark a change reviewed or flag one as important and the whole team sees it, so a folder's queue clears once, not three times over.
Learn more →Give your monitors a shape before you need one.
Folders are there from your first monitor, on every plan. Name one after the client, the competitor or the team, drop monitors in as you go, and point its alerts at whoever acts on them. First monitor live in under 5 minutes.