Folder Structure/Skeleton Sharing

We want to provide a consistent folder structure across the company, but don’t want to provide full access to their contents. 

Two examples:

  • Yes, I want my team to have a globally consistent list of taggable folders such as individual departments, but no, I don’t want them to have access to each others’ work without consent
  • Yes, I want my team to have standard “Getting Things Done” folders, but no, I don’t want my Users to see anything but their own work or what's been shared with them

To do this currently, I have to ask a User to duplicate a Template Folder – this is clunky, screams ‘workaround’, and isn’t an ask I want to make of New Users or people weaker with technology in particular. Most New Users I have shown the Template Folder, have mucked about with the Template Folders themselves, forgetting to duplicate them, and I’ve had to reverse their work. 

Here's my suggestion.

  1. Add a new Sharing Option: Skeleton Sharing. Skeleton Sharing will simply share a Folder Structure, but not the Folder’s contents (i.e. no Projects, Tasks, or Subfolders contained within)
  2. Add a new Skeleton Sharing Permission Set for ‘Limited’. This would prevent changes from being made to the Folder for Users with this Permission Set. As with standard Sharing (which I’ll refer to as Content Sharing), at least one User must have Full Access to the Folder
  3. Any Subfolders, Projects, or Tasks of a Skeleton Shared Parent Folder must be Content Shared to provide access
  4. Shared Contents within a Folder will appear top-level if the Parent Folder hasn’t had either its Skeleton or Content Shared, and will appear within the Parent Folder if the Parent Folder has had its Skeleton/Content Shared
  5. Content Sharing trumps Skeleton Sharing – if a Parent Folder has both enabled, the Content Sharing would govern for the Folder and its Contents
Upvote 3
2件のコメント
Spot On Innovative Approach Stellar Advice
Avatar

We desperately need this as well. We have a fairly intricate folder structure:

-> Projects

- - > Account Manager 1

- - - > Client 1

- - - - > Client 1 Project 1

- - - - > Client 1 Project 2

- - - > Client 2

- - - - > Client 2 Project 1

- - - - > Client 2 Project 2

- - > Account Manager 2

- - - > Client 3

- - - - > Client 3 Project 1

- - - - > Client 3 Project 2

- - - > Client 4

- - - - > Client 4 Project 1

- - - - > Client 4 Project 2

 

And this is only for projects, doesn't include other things we use Wrike to keep track of. The big challenge is that most people are assigned access at the project level and don't have permission to view the Client folder or folders further up the folder tree. So when most users login they see a bunch of random projects and folders scattered in an unmanageable list. Those of us who have the top level access have no issues, but once you're access starts further down all organization is lost.

Is this something that's in the pipeline for development soon?

2
コメントアクション Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I ditto the need for this, particularly for the reasons outlined by Joe.

0
コメントアクション Permalink

Folllowing List for Post: Folder Structure/Skeleton Sharing
[this list is visible for admins and agents only]

トップ
Didn’t find what you were looking for? Write new post