Custom folders can be used to organize items that belong to the same category-work requests, designs, units, or job defaults. Items are added to a custom folder with a drag-and-drop operation, which removes them from their original location and transfers them to the new folder. If you decide to delete the custom folder using the Delete Folder command, its contents are transferred back to the default Workflow Manager folder.

The New Folder dialog box is used to create custom folders. When you create a new custom folder, you must decide where you want to place the folder within the folder hierarchy. You can make the new folder a subfolder of any existing folder, which means you can file a custom folder within another custom folder. However, once you have specified where the new folder will be placed in the Folder List, you cannot move it to a different position. The Folder List displays each new folder with an icon indicating the type of items contained in the folder; this icon is a miniature version of the source folder's icon.