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Editing Folders

Table 15. Availability - Legacy plans


Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ;

Table 16. Availability


Availability: Free, Business, Enterprise, Pinnacle.; Unavailability: Team;

Overview

All users, except for Collaborators, Contributors, and Viewers, can edit folders.

Note

On Enterprise 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.

Edit folders

There are two ways to access your folder's settings:

Editing_1.png
  • 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.

  • 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.

You can edit:

Editing_2.png
  • Folder name 3 (from the item view only).

  • Location of folder 4 (from the item view only).

  • Sharing settings 5 (available in both ways).

  • Folder description 6 (from the item view only).

  • Default workflows 7 of tasks and projects in the folder (available in both ways).

  • Folder color 8 (from right-clicking only).

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