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How to use the Outline Action Item Folder plugin

Organize your app’s content into structured levels and actionable items with the Outline Action Item Folder plugin

Amr Alshareef avatar
Written by Amr Alshareef
Updated yesterday

The Outline Action Item Folder plugin lets you build multi-level navigation using folders, sub-levels, and action items. You can generate an outline automatically using advanced mode or build everything manually. This is ideal for structured content such as company directories, product categories, courses, or multi-page guides

Requirements

  • This is a Boost plugin available on the Standard, Growth, and Business plans

How to use the Outline Action Item Folder plugin

  1. Log in, go to Builder in the left navigation

  2. Click the + button to open the Plugin Marketplace

    • Search for Outline Action Item Folder, then click Add Plugin

    • Name your plugin and choose whether to add it to the side menu, then click Add

  3. Stay in the Content tab

    • Create your outline using advanced mode or manual mode

      1. Advanced mode lets you type an outline and generate levels and action items automatically. To generate an outline with advanced mode

        1. Type your outline using indentation to create structure

        2. A non-indented line becomes a level

        3. An indented line becomes a sub-level or action item

        4. Click Generate to build the structure

      2. Manual mode lets you build each level and action one by one

        1. To manually add a level

          • Click Add Level

          • Edit the level name by clicking the pencil icon

          • Add images or text using the built-in WYSIWYG if needed

        2. To add a sub-level or action item inside a level

          • Click the level name to open it

          • Click Add Level to create a sub-level

          • Click Add Action Item to create an action

    • To edit any action item

      1. Click the pencil icon beside the action

      2. Select an action type such as:

        1. App Content (link to an existing feature)

        2. Contact options like Send Email or Show Map

        3. Push Notification actions

        4. Web Content

        5. Social Media links

      3. Choose an icon or image

      4. Rename the action and click Save

    • To duplicate a level

      1. Click Copy Level

      2. Edit the copied level name and remove or update its sub-levels as needed

    • To delete a level or action

      1. Click the trash icon beside the item you want to remove

  4. Click the Design tab

    • Add a background image or color

    • Toggle Show or Hide First-Level Title Bar

  5. Click the Layouts tab

    • Choose a layout style such as small circular or grid

    • Turn on advanced mode to modify CSS for deeper customization

  6. Click the Security tab

    • Turn on Require Login to restrict feature access to logged-in users

    • (Optional) Add tag-based restrictions and choose whether to match any or all tags

  7. Click the Tagging tab

    • Enter a tag name to automatically apply to users when they open this feature

    • Click Add Tag

  8. Click the Purchase tab

    • Check Require Purchase to enable

    • Choose your product type such as Single Purchase or Subscription

    • Upload an image, fill out purchase text, and success/failure messages

  9. Click the Analytics tab to see feature performance

    • View user interactions, views, and engagement across your folder structure

Pro tips

  • Use clear titles and icons so users can quickly understand each section

  • Use levels and sub-levels to organize complex content into digestible steps

  • Test the navigation flow to ensure levels and actions lead users where expected

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