Folder structure guidance

Description:

Your folder structure defines how your users will interact with and access content. Partner with a Box specialist to prepare a folder structure that makes sense for your business. In a series of meetings, learn to design a top-level folder structure that is built to scale as your business grows.

Preparation:

The following questions are critical and will be asked of you ahead of kicking off this module. Be sure to read these and prepare your answers before beginning work on this topic!

• Does your organization prefer to give users the ability to create and manage their own top-level folders? Or does your organization prefer to own (and control) all root level folders?
• Do you plan to migrate content into Box?
• Do you have an idea of how you plan to organize content in Box? If yes, please describe.
• Are you familiar with how waterfall permissions work?
• Do you plan to utilize groups for collaboration?

In addition to your Box admin(s) and project team, you'll need to bring the following stakeholders to meetings related to this module:

• IT team

Recommended content:

Looking for more information before starting this module, or want to use your credits elsewhere? No problem. Take a look at some of our do-it-yourself resources around this topic:

• Article: Plan your folder structure
• Course: Folder structure best practices (self-paced)
• Video: Folder structure 101

Module details:

• Anticipated customer time commitment: 2-4 hours
• One session to explore folder architecture best practices for a root-level folder structure
• Two sessions to design and build out your root-level folder structure
• At the end of this module, you will have:
  • Folder architecture best practices deck
  • Root-level folder structure defined