Importing Existing Structures

Turn your existing folders into reusable Sorta templates

Importing Existing Folder Structures

If you already have a folder organization system you love, you can import it into Sorta and make it reusable across all your projects.

Why Import Your Structure?

Current Situation

You probably have:

  • A project folder with folders you organized over time
  • A specific way you like to organize work
  • A structure that's proven effective for your workflow

With Sorta Imports

You can:

  • Convert that structure to a reusable template
  • Apply it to new projects instantly
  • Keep your proven organization consistent
  • Add automated flows to make it even better

Prerequisites

Before importing, you should have:

  • A reference project folder with your ideal structure
  • Sorta installed and running
  • Understanding of Folder Structures

Step-by-Step: Importing a Structure

Step 1: Prepare Your Reference Folder

Choose a project folder that represents your ideal structure.

This folder should be:

Well-organized

  • Folders are in the order you want
  • Naming is consistent and clear
  • Hierarchy makes sense

Complete

  • Has all the folders you typically use
  • Includes any important subfolders
  • But empty of actual files (or mostly empty)

Clean

  • No temporary folders
  • No "misc" or "junk" folders
  • No system files (.DS_Store is ignored anyway)

Step 2: Open Import Dialog

  1. Click the Sorta menu bar icon
  2. Go to Settings
  3. Find Manage Structures or Templates
  4. Click Import Existing Folder

A file browser opens.

Step 3: Select Your Reference Folder

  1. Navigate to your reference project folder
  2. Select the folder itself (not the contents)
  3. Click Choose or Import

Sorta scans the folder structure.

Step 4: Review the Imported Structure

Sorta shows you what it found:

Website Redesign/ (to be imported)
├── Assets/
│   ├── Images/
│   ├── Fonts/
│   └── Icons/
├── Design/
│   ├── Drafts/
│   ├── Approved/
│   └── Final/
├── Development/
├── Deliverables/
└── Archive/

Step 5: Edit if Needed

Before saving, you can customize:

  • Rename folders — Click folder name to change it
  • Remove folders — Delete ones you don't want in the template
  • Reorder folders — Drag to change order
  • Add folders — Create new ones if something is missing

Click Confirm when ready.

Step 6: Name Your Template

Give your imported structure a descriptive name:

Examples:
✅ "Design Project 2024"
✅ "Video Editing Workflow"
✅ "Photography Editing"
✅ "Client Project Template"
❌ "Project" (too generic)
❌ "Folder" (not helpful)

Optionally add a description:

  • "For client design work with all phases"
  • "Optimized photography RAW to export"

Click Save.

Your structure is now a reusable template!

Using Your Imported Structure

Apply to New Projects

When creating a new project:

  1. Click New Project
  2. At the template selection step, find your imported structure
  3. Your custom structures appear at the top of the list
  4. Select it
  5. New project is created with your structure

Apply to Existing Projects

Want to reorganize an existing project with a new structure?

  1. Right-click the project
  2. Select Apply Structure
  3. Choose your imported structure
  4. Select which folders to apply
  5. New folders are created (existing files stay)
  6. Manually move files to new organization if needed

Real-World Examples

Example 1: Designer's Workflow

Your reference folder structure:

Design_Project_Master/
├── 01_Briefing/
│   ├── Client_Brief/
│   ├── Requirements/
│   └── Reference/
├── 02_Concepts/
│   ├── Sketches/
│   ├── Mockups/
│   └── Approved/
├── 03_Design/
│   ├── Source_Files/
│   │   ├── Photoshop/
│   │   ├── Illustrator/
│   │   └── Figma/
│   ├── Drafts/
│   └── Final/
├── 04_Export/
│   ├── Web/
│   ├── Print/
│   └── Social/
└── 05_Archive/

Import this structure:

  1. Scan the folder
  2. All folders are imported automatically
  3. Numbered prefixes help with organization
  4. Deeply nested structure matches your workflow
  5. Save as "Design Project Template"

Use it:

  • Every new design project uses this exact structure
  • Consistency across all your work
  • You know exactly where everything goes

Example 2: Photographer's Structure

Reference folder:

Photography_Master/
├── 01_Raw/           (unedited camera files)
├── 02_Selects/       (photos you've chosen)
├── 03_Editing/
│   ├── In_Progress/
│   └── Edited/
├── 04_Export/
│   ├── Web/          (social media, web)
│   ├── Print/        (print products)
│   └── Archive/      (full resolution backup)
└── 05_Metadata/      (EXIF, keywords)

Benefits:

  • Clear separation between RAW and edited
  • Organized export by use case
  • Metadata folder for organization info
  • Applied to every photo shoot

Example 3: Video Project Structure

Reference folder:

Video_Project_Template/
├── 01_Planning/
│   ├── Storyboard/
│   ├── Scripts/
│   └── Shotlist/
├── 02_Footage/
│   ├── Raw/          (camera files)
│   ├── Selects/      (chosen clips)
│   └── B_Roll/
├── 03_Audio/
│   ├── Voiceover/
│   ├── Music/
│   └── Effects/
├── 04_Graphics/
│   ├── Titles/
│   ├── Lower_Thirds/
│   └── Motion/
├── 05_Project_Files/
│   ├── Premiere/
│   ├── AE/
│   └── Resolve/
└── 06_Export/
    ├── Masters/      (final version)
    └── Deliverables/ (various resolutions)

Results:

  • All videos organized consistently
  • Clear workflow from planning to export
  • Easy for team collaboration
  • Templates for repeated video types

Tips for Successful Imports

Name Folders Wisely

Use clear, consistent folder names:

✅ Good Naming
├── Assets/
├── Design/
├── Deliverables/

❌ Inconsistent
├── assets/ (lowercase)
├── DESIGN (uppercase)
├── deliverables_final (with underscore)

Consistency tip: Use the same conventions across all your structures.

Use Numbered Prefixes

Help with organization:

✅ With Numbers
├── 01_Planning/
├── 02_Design/
├── 03_Development/
├── 04_Export/

Benefits:
- Auto-sorts in order
- Shows workflow progression
- Clear steps to follow

Don't Overthink Nesting

Balance depth with usability:

❌ Too Deep (hard to navigate)
├── Work/
│   ├── Projects/
│   │   ├── Current/
│   │   │   ├── Phase 1/

✅ Better (clear and navigable)
├── Phase_1/
├── Phase_2/
├── Phase_3/

Rule of thumb: 3-4 levels of nesting is usually ideal.

Include Important Folders

Make sure your reference includes:

  • All file type categories (Assets, Design, etc.)
  • Important workflow folders (Inbox, Working, Archive)
  • Output folders (Export, Deliverables, Final)
  • Reference/Source folders for inputs

Leave Out Temporary Stuff

Don't import:

  • Files (only structure)
  • Temporary folders (Temp, Temp Work, etc.)
  • Project-specific folders (don't generalize them)
  • Old/Archive folders

You can add Archive folders in the template manually.

Modifying Imported Structures

After Importing

Your imported structure becomes a template. You can:

  1. Edit it — Modify the structure any time
  2. Duplicate it — Create variations
  3. Delete it — Remove if no longer needed

Common Edits

Make it more generic:

  • "2024_Project_Template" → "Annual_Project"
  • Remove year-specific elements
  • Keep reusable parts

Create variations:

  • Import once, then create variations
  • "Design Project" → "Design Project Corporate" & "Design Project Creative"

Combine structures:

  • Import structure A
  • Add folders from structure B
  • Create hybrid template

Troubleshooting Imports

"Some folders didn't import"

Causes:

  • Special characters in folder names (!, @, #, etc.)
  • Hidden folders (starting with .)
  • Symbolic links or aliases
  • Permission issues

Solutions:

  • Rename folders to avoid special characters
  • Hidden folders are automatically skipped (usually okay)
  • Use actual folders, not aliases
  • Check that you have read permissions

"Structure looks wrong after import"

Check:

  • Folder names in preview
  • Nesting levels (subfolders)
  • Folder order

Fix:

  • Edit the imported structure
  • Manually fix any issues
  • Add missing folders
  • Remove unwanted ones

"Can't apply imported structure to existing project"

Solutions:

  1. Make sure the structure is saved
  2. Check you have write permissions for the project
  3. Try applying a built-in structure first (to test)
  4. Restart Sorta
  5. Try again

Imported structure keeps changing

If your reference folder changes:

  • Imports are one-time snapshots
  • Changing the reference folder doesn't update the template
  • If you need the latest version, reimport from the updated reference

Best Practices

Create Templates for Each Work Type

Example:

  • "Client Design Project"
  • "Internal Project"
  • "Video Project"
  • "Photography Project"
  • "Personal Project"

Version Your Templates

As your workflow evolves:

  • "Design Project v1" (original import)
  • "Design Project v2" (after first refinement)
  • "Design Project v3" (current version)

Helps track evolution of your process.

Document Your Templates

Keep notes:

  • When created
  • What project types use it
  • Any special flows designed for it
  • Recent updates

Update Templates Quarterly

Every few months:

  1. Review how you're actually organizing work
  2. Update template if workflow changed
  3. Test on new project first
  4. Then update template permanently

Next Steps

Now that you have imported structures: