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  1. Files - Ability to have sub files

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    54 comments  ·  Contacts & files » Files  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate wanting to hear updates from us here.

    Over the past year our team has been doing a lot of behind the scenes work for Files in Xero. We've released a new experience to our Files inbox, and while sub folders/files haven't made their way into the new experience just yet, I want to assure you our product team are aware of the vested interest here and how this could enhance your ability to organise and work with Files in Xero.

    This continues to be a feature our product team are interested to explore longer term. While we'll move the idea to Accepted for now, we'll make sure to share any work and updates that could add benefit to your workflows with you all, here.

    Brad Reed supported this idea  · 
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    Brad Reed commented  · 

    I strongly comment the 'context' of this idea. Just to add my thoughts:
    With the recent expanded function of Folders (quotes, invoicing, etc) it really requires the folder structure not to change throughout the project. This does not allow the creation of a new folder, say 'Report' allocating tasks etc to it, and running and user created custom 'folder brief' report. If this is done then the task has to be re-allocated to the original. So, in some way if a 'default' or 'primary' folder structure was available, then a secondary folder structure was available then the grouping of tasks would be possible.

    Another thought just regarding the creation of a folder brief report (or project brief report) based on a user custom report is the addition of a boolean logic 'radio button' giving the user the ability to report only on tasks (and associated notes, docs) which are not ticked a closed. In other words, a custom job brief report option for tasks not ticked as closed, or perhaps tasks which have been scheduled, and the report date lies between the start and end date.

    Anyway, in essence the functonality of folders is great, just that there is in my opinion a need for secondary folder structure where tasks, etc may be allocated to a single, or even multiple 'folders'.

    OR... the ability for users to create reports etc, based on boolean logic and/or queries on system fields and/or custom fields.

    Thank you.