Folders

What are uncategorized jobs?

This article applies to organization admins and third-party users.

The Uncategorized jobs tab shows any existing jobs that currently live outside of a folder

Use this page to easily assign these jobs to folders, so you can stay organized.

How to view uncategorized jobs

  1. Log in to the PI software.
  2. Click the gear icon () in the top-right of the navigation bar. 
  1. You will land on the People tab within the Administration page.
  2. Select the Folders tab.
  1. Click “Uncategorized jobs” on the left-hand side.
  1. You will see a list of uncategorized jobs, along with the date they were “last modified” within the folder.

How to assign an uncategorized job to a folder

From the Uncategorized jobs tab:

  1. Click the box next to the job you’d like to categorize. 
  1. Select the dropdown box titled “Bulk move – select folder.”
  1. Select the desired folder from the dropdown options.
  1. Click “Confirm.”
  1. The job will be assigned to the selected folder.

FAQs

I’ve added a job to a folder. How do I now view that folder?

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