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Organizing Project Files

  • May 8, 2025
  • 5 replies
  • 28 views

CarinHunt

When I invite a client to a project, I want them to have easy & quick access to all of their documents and files in one place. The Files tab within a project does this, but it’s SO unorganized! You can’t fully read the title of each file, you can’t sort them, and you can’t organize them into folders. This is driving me crazy. My clients are looking at their files and getting so lost. In turn, it makes my company look disorganized. Is anyone else having this issue? Is there a work-around solution? Can we lobby for this to be a new feature?!

  • Titles should show when you hover over a file
  • Parent folders should be an option so you can organize legal documents, customer experience documents, helpful resources, etc. 
  • Drag and drop sorting would help to prioritize files

Thoughts??

5 replies

Tonisha J Stalnaker
Explorer
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Hey there ​@CarinHunt I really like this idea. I’m a HB Pro and recently had a client mention the same pain point. I did make a request to have better file organization. Have you checked to see if a feature request for this exists? If not if you do make the request I would absolutely upvote it. 


CarinHunt
  • Author
  • May 8, 2025

Yes I spoke to a representative today and they said they would share the suggestion with the team. She recommended I place the idea here in Communities to see if others would benefit from the same feature. So HB users - if you’re reading this and like this idea - add your comments! ;)


Tonisha J Stalnaker
Explorer
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@CarinHunt sounds like many of us are thinking the same thing. It’s better if you add your suggestion to the Feature Request section, as the Hb team tracks the number of votes the suggestion gets. Let me know once you post it and I will vote 😁


CarinHunt
  • Author
  • May 8, 2025

Will do!

 


CarinHunt
  • Author
  • May 8, 2025

@Tonisha J Stalnaker just posted!