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Rename a File or Folder

Additional Idea Actions > Files Overview

Quickly rename a file or folder in the file list.

Note You cannot rename the root folder.

To rename a file or folder:

1. Navigate to the files page
   1. In the object selector, select Project, Portfolio, Program, or Idea, and then select an object from the list.

   1. From the Main Menu, select Files, and then select File List.
2. In the table, double-click next to a file or folder name.
3. Enter a new name for the file or folder. File names must end in .docx.
4. Select Save.

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Last Published Friday, December 19, 2025