Organize and manage project items

Folders organize sources and notes inside a project. Chats remain in the Chats section and do not use these folders.

Create a folder

1. In the left sidebar, find Sources or Notes.
2. Open More options for that section.
3. Select New folder.

Atlas creates the folder in that section. To create a folder inside another folder, open the folder's Folder actions menu and select New folder.

To change a folder name, open Folder actions, select Rename, enter the new name, and select Save.

Move sources and notes

Drag a source into a folder under Sources, or drag a note into a folder under Notes. You can also drag a folder into another folder in the same section.

Atlas expands the destination folder after you move an item into it. To move an item back to the top level, drag it out of the folder and into the section's root list.

Rename or delete an item

1. Find the source, note, or chat in the left sidebar.
2. Open More options.
3. Select Rename or Delete.

For a rename, enter the new name and select Rename. For deletion, Atlas shows the item type and asks you to confirm. The confirmation states that item deletion cannot be undone.

Delete a folder

1. Open Folder actions for the folder.
2. Select Delete folder.
3. Read the Delete folder? confirmation.
4. Select Delete folder to continue, or Cancel to keep it.

Deleting a folder does not delete the sources, notes, or subfolders inside it. Atlas moves the folder's direct contents up one level.