August 21st, 2023

How to create folders in Horse

Folders and Trailheads are two ways to group Trails. Folder for filing related research; Trailhead for keeping whole parts of life from bleeding into each other.

307 words by Eleanor McKeown

Horse has two ways to group Trails® together: Folders and Trailheads. They look similar at first and people often ask which one to use. The short answer: Folders for related research, Trailheads for whole parts of life.

Folder vs Trailhead

A Folder is a Trail that starts with a folder rather than a web page. It groups related Trails®, such as every Trail you’ve opened while planning a trip or every Trail about a single client.

A Trailhead is a top-level container with its own header. Most people end up with one for work, one for personal stuff, and maybe a third for a side project. Each Trailhead can hold Trails®, Folders, and Notes.

Folders and Trailheads exist because early users kept asking for them after spending an afternoon in the sidebar. The shape of the request was always the same: “I have a lot of Trails on the same theme. I want them grouped.”

How to Create A Folder in Horse

  1. To open a new Folder, click on the folder icon at the top of the sidebar

    Opening a new folder in Horse
    Opening a new folder in Horse
  2. Write the name of your Folder and hit Return to save

    Folder feature open in Horse with space to write Folder name
    Folder feature open in Horse with space to write Folder name
  3. Scroll over the Folder and click + to add a Subtrail in your Folder. Or use ++T. You can also add a Side Trail by using +++T.

    Folder feature with new blank Trail open below
    Folder feature with new blank Trail open below
  4. Alternatively, simply drag-and-drop Trails, Folders or Notes inside

How to Create A Trailhead in Horse

  1. To open a new Trailhead, click on the icon on the left at the top of the sidebar

    Opening a new Trailhead feature in Horse
    Opening a new Trailhead feature in Horse
  2. Write the name of your Trailhead and hit Return to save

    Trailhead name input field in Horse
    Trailhead name input field in Horse
  3. Scroll over the Trailhead and click + to add Subtrails to your Trailhead. Or use +T. You can also add a Side Trail by using +++T.

    Folder with expanded blank Trail open beneath in Horse
    Folder with expanded blank Trail open beneath in Horse
  4. Alternatively, simply drag-and-drop Trails inside

More

The Trailheads, Folders and Notes guide is the more thorough version, with screenshots for each container.

folders.gif
folders.gif

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