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Folder Management in the K2 App Sidebar

Optimize your data organization through effective management of folders and subfolders in the sidebar. This feature, crucial for intuitive navigation, allows you to structure your dashboards, overviews, and reports.

Grouping relevant information facilitates access to key data, thereby enhancing decision-making and performance analysis. Let's see how to manage folders.

How to Move a Dashboard in the Sidebar

To maintain a clear and accessible organization of your data, it is sometimes necessary to reorganize your dashboards in the Industrial Intelligence sidebar. Here's how to proceed:

  1. Click on the ellipsis next to the desired dashboard or interface.
  2. Select "Move to".
  3. Choose the target folder where you wish to move the dashboard.
  4. Confirm your selection to finalize the move.

How to Create Subfolders in the Sidebar

Creating subfolders allows you to refine the classification of your data according to specific criteria such as department, type of operation, or machine. To create a subfolder in the Industrial Intelligence sidebar:

  1. Click on the ellipsis next to the master folder.
  2. Select "New Folder".
  3. Name the subfolder and choose a distinctive color to easily differentiate it.
  4. Confirm to add the subfolder to your directory tree.

How to Move Dashboards to Subfolders

Once your subfolders are created, you can move your dashboards to them in two ways:

  • Using the "Move to" function: follow the same procedure as moving a dashboard to a main folder.
  • Drag and Drop: click and hold the dashboard, then drag it into the desired subfolder in the sidebar.

Use Cases: Optimizing Data Organization with Folders

Effectively organizing your data in the Industrial Intelligence sidebar can transform your user experience and optimize your daily operations. Here are some concrete examples:

  • Grouping by Department: organize your dashboards and reports by department—production, maintenance, quality—to provide a quick overview of key performance indicators for each team.
  • Sorting by Type of Operation: classify reports related to machining, assembly, or quality control to precisely track the performance of each operational process.
  • Organization by Machine: create specific overviews for each machine, facilitating individualized monitoring of efficiency, productivity, and predictive maintenance.

Conclusion

By structuring your data with the folder and subfolder management options in the K2 App sidebar, you maximize your platform's efficiency. A clear and personalized organization of your dashboards and reports allows you to quickly access essential information, thereby promoting informed decision-making.