Editing Folders
TL;DR
Most users can edit folders. Use either the sidebar right-click menu or the Folder info icon to change the folder’s name, location, sharing, description, workflows, or color.
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Pinnacle, Apex. ; Unavailability: ; |
All users, except for Collaborators, Contributors, and Viewers, can edit folders.
Note
On Legacy Enterprise , Pinnacle, and Apex accounts, the types of users who can use this functionality may vary due to user type settings.
When you create a folder you specify a number of options that can be edited at any time.
There are two ways to access your folder's settings:
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From the sidebar: Right-click the folder you want to edit from the sidebar 1. From the drop-down, select the editing option you want.
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From the folder item view: Navigate to the folder you want to edit and click the Folder info 2 icon located near to the folder's title.
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Folder name 3 (from the item view only).
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Location of folder 4 (from the item view only).
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Sharing settings 5 (available in both ways).
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Folder description 6 (from the item view only).
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Default workflows 7 of tasks and projects in the folder (available in both ways).
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Folder color 8 (from right-clicking only).