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Folders and Projects in Table View

Table 9. Availability - Legacy plans


Overview

Note

This page describes the Table view which is available to all users (including collaborators) on accounts created before March 8, 2023. On accounts created after that date, New Table view is available instead.

From Table view you can:

  • Add folders, projects, and tasks to the selected location.

  • Create new folders, projects, and tasks.

  • Manage custom fields for the selected folder, project, or space.

  • Convert a folder into a project and vice versa.

  • Delete folders and projects.

  • Open folders and projects in a separate tab.

  • Rename folders and projects.

Tip

You can expand and collapse a folder, project, or space's content using the caret icon to the left of the folder, project, or space's name. If you want to see all the content expanded (including all subfolders) hold Ctrl (Cmd if you're on Mac) and click the caret icon. Use the same combination to collapse all items at once.

Add a folder or project

You can add new and existing folders and projects to the selected folder, project, or space from Table view. To do so:

  1. Navigate to the selected folder, project, or space and switch to Table view.

  2. Right-click a folder, project, or space that you want to add a folder/project to.

  3. Select Add folder or Add project 1 from the list.

  4. Then you can:

    1. Add an existing folder or project by entering the folder/project permalink into the field.

    2. Add a new folder or project by typing the name of the new item in the field.

  5. Press Enter on your keyboard or click anywhere outside of the field.

The selected folder or project is added to the nominated location.

table-folders.png

If you want to add a new folder or a project to the root location:

  1. Scroll to the bottom of the table.

  2. Click the arrow to the left of the Add new 2 button.

  3. Select what you want to create (folder or project). 3

  4. Enter the title of the folder/project (or paste a permalink if you want to add an existing folder/project to the root location).

  5. Press Enter on your keyboard.

table-folders-1.png

Alternatively, to add a folder or project to the root folder/project/space, you can right-click the Add new row and repeat Steps 4–5 described above.

Convert a folder or project

  1. Navigate to the selected folder, project, or space and switch to Table view.

  2. Right-click a folder or project you want to convert.

  3. Select Convert to project or Convert to folder. 4

Delete a folder or project

  1. Navigate to the selected folder, project, or space and switch to Table view.

  2. Right-click a folder or a project you want to delete.

  3. Select Delete. 5

  4. Click Delete in the pop-up that appears to confirm your actions.

table-folders-2.png

FAQ

Is task-to-project or project-to-task conversion possible?

Yes. Users can convert any generic task or task-based type into a generic project/folder or project-based type and vice versa. Follow the link to find out how to Convert tasks into projects and vice-versa

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