Create a file/folder structure template

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.

Step-by-step guide

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

Updated on: 04/07/2025