folderFolders

Create public or private folders to organize recordings and captures.

Folders let you group related recordings and bug reports so your team can find, triage, and manage work faster. Every workspace starts without folders — you create them as your needs grow.


Folder types

Screendesk has two kinds of folders, each designed for a different content type.

Capture folders hold bug reports collected through the capture widget.

Recording folders hold video recordings. When you create a recording folder you choose one of four content types:

  • Received — recordings sent in by customers

  • Sent — recordings your team sends out

  • Live — recordings from live screen-sharing sessions

  • Library — reusable videos your team keeps on hand

A folder's type and content type are set at creation and cannot be changed later.


Creating a folder

1

For capture folders, go to Bug Reports in the sidebar. For recording folders, go to the relevant recording section (Received, Sent, Live, or Library).

2

Click the New Folder button

A modal appears asking for:

  • Name (required, up to 100 characters) — must be unique among active folders of the same type

  • Description (optional)

  • Access level — Public (default) or Private

3

Save

The folder appears in the list immediately.

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Folder names are case-insensitive. You cannot have both "Urgent" and "urgent" as active capture folders.


Editing and renaming a folder

Open the folder or find it in the folder list, click the menu, and choose Rename. You can update the name and description. The folder type and content type cannot be changed.


Moving items into a folder

Open a recording or bug report, click Move to Folder, and pick the destination. For recordings, only folders matching the recording's content type appear in the list.

You can also move multiple recordings at once using the bulk-select checkbox, then clicking Move to Folder.

To remove an item from a folder, open the move dialog and choose Remove from folder. The item returns to the unfoldered list.


Pinning folders

Pin the folders you use most so they appear in the sidebar for one-click access.

  • Pin — open the folder's menu and choose Pin. The folder appears under Folders in the sidebar.

  • Unpin — right-click (or use the menu) on a pinned folder in the sidebar and choose Unpin.

  • Reorder — drag and drop pinned folders in the sidebar to arrange them in the order you prefer.

Pinned folders are personal — each team member manages their own list.


Private folders

By default, folders are public — every workspace member can see them. If you need to restrict access, set a folder to Private. Private folders are only visible to:

  • The folder creator

  • Members explicitly added to the folder

  • Admins and Editors (who always see all folders)

1

Set access level

When creating a folder, choose Private. Or, on an existing folder, click the menu → Manage Access and switch to Private.

2

Add members

In the same Manage Access panel, search for workspace members by name or email and add them. The creator is added automatically and cannot be removed.

When a private folder is switched back to public, the member list is cleared and the folder becomes visible to everyone again.

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Archiving and deleting folders

Archiving removes a folder from the active list but keeps it and its contents intact. Click the menu → Archive. Archived folders can be viewed on the Archived Folders page and restored at any time.

Deleting permanently removes the folder and all its contents (recordings or bug reports inside it). Click the menu → Delete and confirm. This action cannot be undone.

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Automations

Each folder can have automations that trigger when new items land in it — for example, posting to Slack or creating a Jira ticket. See Automations for setup details.


Permissions

Action
Owner
Admin
Editor
Member
Watch Only

Create folders

Rename / edit

Archive / restore

Delete folders

View public folders

View private folders

Creator + members

If added

Manage access & members


Good to know

  • Capture folders and recording folders are completely separate. A capture folder cannot hold recordings and vice versa.

  • Each recording folder is locked to one content type (Received, Sent, Live, or Library). You cannot move a recording into a folder of a different content type.

  • Folder item counts update automatically. The count shown on a folder card reflects the current number of items inside.

  • Archiving a folder appends a timestamp to the name, freeing up the original name for a new folder.

  • When a member is removed from a private folder they had pinned, the pin is automatically removed.

  • All folder operations (create, edit, archive, delete) are recorded in the audit log when audit logs are enabled.

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