Create a file/folder structure template

Overview

A folder structure template makes it easy to standardize your folder and file setup in CxPlanner, so you can quickly create consistent projects without starting from scratch every time. This ensures a uniform organization and can save you a lot of time in the long run.

When and why to use this

Setting up folder structure templates helps ensure consistency across your CxPlanner projects. Use this feature to save time and align teams on where to place files.

• Use when you want to reuse the same folder hierarchy in multiple projects
• Helps onboard new team members by providing a consistent structure
• Saves setup time during project creation
• Templates can be reused or updated as needed

Guide - How to create a file/folder structure template

1. Go to the Template Center
2. Open “Folder structure”
3. Click “Add template”
4. Give your template a name
5. Set up your folder structure

Steps 1, 2, 3 & 4 – Create your template

Step 5 – Set up the folder structure

Behavior and results

Once a folder structure template is created:

• It becomes available when creating new projects.
• Templates can be edited or deleted at any time.
• The template does not contain any actual files—only the folder layout.
• Multiple templates can be stored for different project types or clients.

Permission matrix

Troubleshooting

Updated on: 08/07/2025