Create a product line

Performing this task creates a top-level product line within your organization. To create a child product line (a branch within an existing product line), see the article Create a child product line.

Before creating a product line, make sure you’ve planned out the structure appropriate for your organization. Having a clear product line design will help users assign product files consistently and accurately.

  1. In the sidebar, select Files > Product Files.
  2. Click Group by Product.
    The table displays the existing product lines. Each is marked with the symbol ProductLine_icon.png. Clicking the arrow to the left of a product line expands it, revealing its child product lines and any files associated with that product line.


    You can create a product line in the List All Files view. However, since that view displays a list of files, you won’t see the product line in context. We recommend you build out and manage your product line structure in the Group By Product view.

  3. Click the Add Product Line button at the top of the page.
    The Add Product Line dialog box opens. Information at the top of the dialog box indicates that you're creating a top-level product line.
  4. Enter the name and description for the product line you are creating.


    The description displays in the files table as a tooltip on the file name, so be sure to enter a description that will be meaningful to users.

  5. Select the appropriate type for the new product line from the list provided.
    Specifying a type allows you to categorize the different nodes of your product line branches.
  6. Click Save.
    The new product line appears in the table. To build out a product line with children, see Create a child product line.
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