illu Help Desk
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illu Help Desk
illu Help Desk
  • 👋Welcome to illu
  • 🚀Quick Start Guide
    • Workflow Provider Org
    • Full Access Installer Org
    • Guest Installer Org
  • 📚Workflow Library
    • đŸ“ĻWorkflow Packs
    • 🏠Residential Solar & Storage Best Practices
    • â˜€ī¸C&I Solar Inspection & Testing (IEC 62446-1)
    • 🔋C&I ESS Visual Inspection and Monitoring
    • 🔌Hardware Specific
      • 🟩SimpliPhi
      • 🟧Enphase
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      • đŸŸĢOutback Power
    • 📃Frontline Safety and Reporting
    • đŸ“ĨRequest a Workflow
  • đŸ™‹â€â™€ī¸Get Help
  • Fundamentals
    • 👩‍đŸĢillu Basics
    • 👩‍đŸ’ģSubscription Tiers and Features
    • đŸ’ģWhat Devices Support illu?
    • đŸŽī¸New and Upcoming Features
    • 📴Offline Mode
  • Accounts and Members
    • 🤝Create an Account and new Organization
    • 📨Inviting Team Members
    • 👍Accepting an Invitation
    • đŸ’ŧFor Admins
      • â„šī¸Setting Custom Job Fields
      • 👩‍đŸ’ģManaging Admins & User Access
      • đŸ’ĩManaging Billing and Payment
    • 🧑Changing & Managing Accounts
      • 🔒Change Password
      • 📲Transfer an Account
      • đŸšŊDelete an Account
  • Workflows
    • đŸ—ēī¸Workflow Overview
    • ➕Create a Workflow
    • đŸ—ƒī¸Organizing Workflows with Folders & Tags
    • 📤Publish & Share Workflows
    • 📋Add Workflows to a Job
    • 💡Workflow Tips & Tricks
  • Jobs
    • 🤹Job Basics
      • ➕Create & Delegate Job
      • âœī¸Edit Job Requirements
      • ✨Update Job Progress
    • 📱Completing Jobs and Workflows on Mobile App
      • From a Shared URL/QR Code
      • From Your Workflow List
    • đŸ—ēī¸View Jobs on Map
    • 📄Generate Job Report
    • âŦ‡ī¸Bulk Export Job Data
  • SITES
    • 🧭Create/Edit Job Sites
    • âš™ī¸Site Equipment Register
  • illu API
    • 🔑API Overview
    • 🔌API Examples
      • âš ī¸Trigger New Job on Alert
      • 📍Create New Site on Project Start
      • ✅Update Job Status on Approval
  • Best practices
    • 🔧Maintenance
      • 💸Why it matters
      • đŸĻēSafety first!
      • đŸ—“ī¸Planned
      • 🚨Reactive
    • â˜€ī¸Technology-specific
      • 🔋Battery storage
      • 🔌Distribution
      • 🔀Inverters
      • â˜€ī¸Solar PV
    • 💡Examples
      • IEC 62446-1 Summarized
      • â˜€ī¸Community Solar Mini-grid
      • â˜€ī¸Solar C&I
  • 💡Tips
    • 🔁How to Set Up Recurring Proccesses
    • đŸŽŦExample of illu in Action
  • Support
    • ❓Frequently Asked Questions
    • 🤒Known Issues
  • Links
    • đŸ–ąī¸Demo
    • 🤝Terms of Service
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    • 📧Contact Us
  • đŸ’ĒUse Cases
    • đŸ› ī¸illu for OEMs
    • đŸ‘ˇâ€â™€ī¸illu for Installers
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  1. Workflows

Organizing Workflows with Folders & Tags

With your team building, sharing, and editing Workflows, it's important to manage your Workflows so they are easy to find on the go.

PreviousCreate a WorkflowNextPublish & Share Workflows

Last updated 1 year ago

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Use illu's Workflow management features to properly sort, categorize, and label your Workflows for easy access:

  1. Folders

    With folders, you can categorize your Workflows in a simple to use folder structure, that allows you to save and manage them the same way you manage files on your computer.

  2. Tags With tags, create fully customizable labels and categories to add more dimensions to your Workflow sorting and searching. You can use tags to label Workflows by all sorts of criteria like brand or model number, activity type, system architecture, and more!

Check out the interactive Demo below to see how to use these features easily!

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