Get organized in Posts with folders and boards

In Finalsite Posts, you can use folders and boards to organize your content. This article will show you how to get and stay organized by using folders and boards, as well as how to manage your folders and boards to continue to stay organized. 

In this Article

• Organize posts with folders
  • Folder Settings + Mobile App
  • Manage Posts Folders
    • Create a new folder
    • Change a folder name
• Organize posts with boards
  • Set Board permissions
  • Manage Boards
    • Create a new board or boards in bulk
    • Manage board settings
    • Change a board name
    • Move boards to another folder
    • Move posts to another board

Organize posts with folders

When you first open Posts, click on the Boards tab to display a list of folders that hold your boards. Boards can only be created in folders, so you'll see folders before you can get to your boards. 

Folder Settings + Mobile App

Do you have multiple campuses or divisions? Are you using the mobile app? Set the Folder Location in Folder Settings so that your users can then filter which locations they see content from on their mobile app > Posts / News screen. 

Set Posts Folder Location for Mobile App

Setting your Folder Location allows your users to see these boards on their Mobile App filter in the Posts / News screen. 

• Navigate to Posts > Folder Settings.
• Click on the 3-dot menu to open Folder Settings.
• Set your Folder Location. 
  
• Once the Folder Location is set, the boards in that folder will show up in the Posts / News screen filter. The user can toggle on the boards on their mobile app. 

    

Manage Posts Folders

Create a new folder

Scroll down in Board navigation and click the green + New Folder link to create a folder and start adding new Boards to it. 

Change a folder name

Decide to change your folder name? Open up Folder Settings at the 3-dot menu and change the text in the Name field. Once you save, the folder will display the new name. 

Organize posts with boards

Boards are collections of posts related to the same topic. Each board has its own group of admin users who are able to post to it.

Set Board permissions

Learn more about setting board permissions in the article, "Posts permissions" by clicking the Board Level tab. 

Manage Boards

Create a new board or boards in bulk

Here's how to create a new board:

• Click on one of your folders.
• Hover until the 3-dot menu appears and select + Board to create a new board.
  
• Now you're ready to configure your settings. Learn more about this in the article, "Manage board settings." 

Manage board settings

Board settings have many configurations that provide benefits and options for your workflow! Learn more about this in the article, "Manage board settings." 

Change a board name

Decide to change the name of a board? Click on the 3-dot menu to open up Board Settings and change a board's name.

Move boards to another folder

Want to move a board to a different folder to organize your posts differently? Click on the 3-dot menu and select Move to a New Folder.

Move posts to another board

As you are getting organized, you may want to move posts to live on another board.