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Folders

Keep Sheets organized without losing their access model.

Use folders to group related Sheets in the private or team area. Create a folder from the sidebar, then move or create Sheets in the appropriate location.

Keep the structure shallow

Leadbase supports up to three folder levels. Prefer a short, recognizable structure over deeply nested folders so teammates can find work quickly.

Private and team areas

Private and team areas are separate starting points in the sidebar. Put personal drafts in Private. Put work that a group should discover and maintain together in Team, then use Sheet sharing for more precise access where needed.

Archiving a folder archives its descendants as one unit. Restore it from the archive when you need the content again.