Organize Folders

Folders are the first navigation layer inside a workspace. The sidebar shows folders and nested notes so people can scan the workspace quickly.

Create a folder

1. Select the workspace.
2. Choose New folder in the sidebar.
3. Enter the folder name.
4. Create the folder.

Orbit creates the folder in the connected Microsoft 365 location.

Rename a folder

1. Open the folder context menu.
2. Choose rename.
3. Enter the new name.
4. Save.

Use rename when the team’s language changes. Clear names beat perfect taxonomy.

Move notes and folders

Use move actions from the note list, file tree, or context menus. Bulk move is available when selecting multiple items.

Examples:

• Move completed meeting notes into an archive folder.
• Move a draft note into the final project folder.
• Move reusable guidance out of a project folder and into a team playbook.

Use folders with tags

Folders answer “where does this live?” Tags answer “what is this about?”

Use folders for long-term ownership and tags for cross-cutting topics such as customer, security, release, or onboarding.