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Share a Folder

Share folders with team members to collaborate on grouped projects.

Updated over 3 months ago

Share a Folder

You can invite users to a folder via email, or simply by copying an invite link.

  1. Open your Workspace and select a Folder from the list on the left.
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  2. Click the Share button in the top right-hand corner.
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  3. Copy the invite link and share it via email, text, or any other way
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  4. Alternatively, use an email or Taskade username.


Set Folder Permissions

  1. Open your workspace.
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  2. Click the arrow β–½ next to the name of your folder.
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  3. Select πŸ‘₯ Members from the drop-down list.
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  4. Set roles for existing and new team members (see table).

πŸ’‘ Note: To remove a member, click on their role and select Remove.

πŸ¦„ Owner

Owners can fully configure and edit projects and templates, manage project/folder settings, and customize billing options.

πŸ‘©β€πŸ’» Admin

Admins can fully configure and edit projects/templates and manage projects/folder settings.

✍️ Editor

Editors can create and edit projects/templates in the Folder. They cannot manage project or folder settings.

βœ… Checker

Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates.

πŸ€“ Viewer

Viewers can only comment and chat in projects. They cannot create or edit projects or templates in the folder.


Sharing Rules

Sharing a workspace doesn't automatically grant members access to all folders inside it. You need to manually add team members to each workspace.

Here's what happens when you share a Workspace, Folder, or Project:

sharing-rules.webp


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