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Creating Folders and Projects

Learn how to organize your work by creating folders and projects in the Meado platform.

This guide will walk you through creating folders to organize your projects and creating new projects within the Meado platform. Folders help you organize your projects by category, client, or any other logical grouping that makes sense for your workflow.

Understanding the Structure

In Meado, you can organize your work using a two-level structure:

  • Folders: Top-level containers that help organize related projects
  • Projects: Individual workspaces where you perform your supply chain optimization tasks

Creating a New Folder

To create a new folder:

  1. Navigate to the Projects page from the main navigation
  2. In the left sidebar, click the "New Folder" button (orange button with a "+" icon)
  3. A modal dialog will appear asking for the folder name
  4. Enter a descriptive name for your folder (e.g., "Q1 2024 Analysis", "Client ABC Projects")
  5. Click "Create Folder" to confirm
  6. The new folder will appear in the left sidebar and will be automatically selected

New Folder Button

This is how the "New Folder" button appears in the left sidebar

Create Folder Modal

Create New Folder

The modal dialog that appears when creating a new folder

Tip: Use descriptive folder names that clearly indicate the purpose or contents. This will make it easier to find and organize your projects as your workspace grows.

Creating a New Project

You can create projects in two ways:

Option 1: Create a Project in a Specific Folder

  1. First, select the folder where you want to create the project by clicking on it in the left sidebar
  2. Click the "New Project" button in the top-right corner of the main content area
  3. Fill in the project details:
    • Project Name: A clear, descriptive name for your project
    • Description: Optional detailed description of what this project will accomplish
  4. Click "Create Project" to confirm
  5. The project will be created and automatically linked to the selected folder

Option 2: Create a Project Without a Folder

  1. Make sure no folder is selected (click on "All Projects" in the left sidebar)
  2. Click the "New Project" button in the top-right corner
  3. Fill in the project details as described above
  4. Click "Create Project" to confirm
  5. The project will be created and will appear in your "All Projects" view

New Project Button

This is how the "New Project" button appears in the top-right corner

Create Project Modal

Create New Project

The modal dialog that appears when creating a new project

Project Details

When creating a project, you'll need to provide:

  • Project Name (Required): A unique identifier for your project. Choose a name that clearly describes the project's purpose.
  • Description (Optional): Additional details about the project goals, scope, or any other relevant information.

Managing Your Projects

Once created, you can:

  • View Projects: Click on any project card to open it and access its dashboard
  • Filter Projects: Use the search bar to find projects by name or description
  • Filter by Sharing: Use the dropdown to show all projects, only shared projects, or only non-shared projects
  • Filter by Date: Use the date range filters to find projects created within specific time periods
  • Navigate Pages: Use pagination controls to browse through large numbers of projects

Project Filter Bar

The filter bar at the top of the projects page

Best Practices

  • Use Consistent Naming: Establish a naming convention for both folders and projects to maintain organization
  • Create Logical Groupings: Group related projects in folders (e.g., by client, by quarter, by project type)
  • Write Clear Descriptions: Include detailed descriptions to help team members understand project goals
  • Regular Cleanup: Periodically review and organize your folders and projects to maintain efficiency

Success: Once you've created your first project, you can start uploading datasets, configuring optimization parameters, and running analyses. The project dashboard will guide you through the next steps.

Troubleshooting

Common Issues:

  • If you can't see the "New Folder" or "New Project" buttons, ensure you have the appropriate permissions
  • Project names must be unique within your account
  • If a folder appears empty after creation, make sure you've selected it in the sidebar