Smart folders are created by users for organizing data in a better way. Rules can be defined for these folders for organizing data in these folders. Wrench objects (Documents and Task) can be moved to these folders based on user defined rules.

NOTE: You have to select a User or User Group before configuring different smart folder options. For more information on selecting User and User Group refer Searching and Selecting Users and User Groups.

Configure Operations Menu

Options in the operation menu that is necessary for a user can be configured here. Only four menu options would be visible as primary operations in the menu at a time.

To configure operations menu

To pin menu items

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