Sometimes you need to move workbooks. Perhaps to carry over one workbook from one part of a project to the next part of that project. Or so that one set of Folder collaborators no longer has access to it. There are two quick ways to move workbooks, detailed below.
How to Move a Workbook to a Different Folder
There are two ways to move a workbook from one folder to another.
First, you can mouse over a workbook name to reveal a drag handle ⠿. Click and hold the drag handle, then drag and drop the workbook into the new workbook
Alternatively, (for instance for when you have lots of folders) you can right-click the workbook and select the Move to option.
After clicking Move to, a dialog box will appear and you can specify which location you want to move the workbook to.
After you click Save the workbook will be moved to the target location. The animation below shows both options in sequence, moving the Interview Tracker workbook from one folder and then back again.
Note: Moving workbooks may impact collaborator's access to the workbook. Collaborators with direct access to the workbook will retain their permissions. But folder collaborators only have access to workbooks through their folder permission and will not be able to access workbooks you move out of a folder (unless they also have access to the folder you move the workbook to).
For more clarification on permissions and collaboration, check out our folder sharing and permissions article. Or for more insight into moving folders, check out the introduction to workspaces and folders article.