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Creating Folders

Table 146. Availability - Legacy plans


Overview

All users except collaborators can create folders.

Folders can house tasks, subfolders, and subprojects. They're a great way to organize tasks in your workspace so that you can not only keep relevant information together but also ensure that data is grouped in such a way that it can be easily and quickly shared with the right people. Please note, unlike tasks and projects, folders aren't actionable items.

Create a folder

Creating_Folders-create_a_folder.png
Creating_Folders-Folder_Wizard.png
  1. You can start creating a new folder in several ways:

    • Click the green + 1 in the top right of your workspace next to your profile picture and select Project or Folder from the drop-down.

    • Hover over the Projects and Folders title in the left-hand navigation panel of a space and click the + 2 that appears.

    • Right-click a folder or project in the left-hand navigation panel of a space and choose Add project or folder in the drop-down 3.

    • In List view, click the drop down next to Add New and select Folder. Enter a name for your folder and click Enter, you can edit your folder from its folder info panel.

  2. Enter your folder's name 1.

  3. Choose your folder's location 2. This can be a project, folder, or space.

    Note

    By default the location from which you created the folder is selected. When you're creating a folder from the Home page your Personal space is selected by default.

  4. Choose the folder's default workflow 3.

  5. Select the Folder option 4. Depending on how you created the folder, it may already be selected.

  6. Choose the default view for your folder 5.

  7. Specify who you want to share the folder with 6.

  8. Click Create 7.

Your folder is created, and you can edit these settings at any time.

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