In the past, you may be used to working with Folders and Sub-Folders. In Flexitive, we use Categories and Sub-Categories. When adapting your existing folder structures into Flexitive, you can think of Categories as Folders and Sub-Categories as Sub-Folders.
Having a well defined Category structure makes it easier for you and the members of your team to find things quickly. This article details the Category structures we have found to be fast, easy to use and effective.
To easily find design, we recommend clear and distinct labels for the categories in your Creative Library. Creating new categories and sub-categories is easy; check out our article on Creating New Categories.
Some of the most common category structures are:
Category Name: Brand > Sub-Category Names: Products
Identifying your category by Brand and your sub-category by Products associated with that brand is an effective category structure if:
- You will be building design for a large number brands
- The brands you are building for will have multiple products
Category Name: Product > Sub-Category Names: Campaign (e.g. where it will be targeted, when it will be released, etc.)
Identifying your category by Products and your sub-category by Campaigns associated with that product is an effective category structure if:
- You are building lots of campaigns for a few specific products
The campaigns you are building have distinct characteristics (e.g. Date, Location or Demographic)
Category Name: Client > Sub-Category Names: CampaignIdentifying your category by Client and your sub-category by Campaigns built for that client is an effective category structure if:
- You have a large number of repeat clients
- The campaigns you build for those clients are generally small and can be organized in one sub-category
Naming your designs is an important part of organizing your Flexitive site. Names for your design should be unique and easily identifiable.
It is also helpful to fill in descriptions and unique identifiers for your designs. These can be placed in the description and ID fields of the design. For more information, check out our article on Labeling Your Designs.
In Flexitive, a Workflow option is available for each design. The Workflow option allows you to label each of your designs as one of the following:
- In Progress
You can sort the designs in your library by their current workflow status using the filter in the top left corner of the middle panel.
In addition to making designs easily identifiable, the Live and Archived have additional advantages.
If a design is marked as Live, the design becomes 'locked' for editing. If a user tries to edit a design that is locked for editing, a warning message will appear. For more information, check out our article on Locked Design.
Archived designs are hidden from view in the middle panel when the Workflow Status filter is set to All. Hiding Archived designs keeps your sub-categories clean and easy to manage. You can always access an Archived design by changing the Workflow Status filter to Archived.
Adapting an Existing Structure
If you have an existing method for organizing your design, it is usually easier to either use the structure you used outside of Flexitive or to adapt it slightly to leverage the workflow options in Flexitive.
If you have questions on how to adapt an existing structure into Flexitive, reach out to the Flexitive Support team at firstname.lastname@example.org.