Folders act as "containers" that help you organize related opportunities in Unison. Whether you are organizing by location, season, department, or event type, folders keep your workspace clean, make it easier to locate specific opportunities, and quickly communicate with volunteers in all opportunities contained in a folder.
In this article:
Creating Folders
To create a new folder, follow the steps below:
- Go to the Opportunities pane and click on the + New Folder button in the upper right.
- Enter a name.
- Click Create.
From here, you can create additional sub-folders, create a new opportunity inside the folder, or move existing opportunities into the folder.
Moving Opportunities
Once you have created your folders, you can begin organizing your existing opportunities.
Locate the opportunity you wish to move.
Click "Reorder > Move to folder > Folder name".
To move an opportunity back to the root level, click "Reorder > Move to folder > Move to root level".
Communicating with volunteers
We can quickly compose emails and text messages to all volunteers inside a folder, the same way we do with opportunities:
From the Compose Email screen, click the x in the To field to remove All volunteers.
Click inside the To field and select the desired folder.