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Share a Folder

Share folders with team members to collaborate on grouped projects.

Updated over a week ago

πŸ“€ Share a Folder

You can invite users to a folder via email, or simply by copying an invite link. Follow these steps to get started:

  1. Open your Workspace and select a Folder from the list on the left.

  2. Click the Share button in the top right-hand corner.

  3. Copy the invite link and share it via email, text, or any other way

  4. Alternatively, use an email or Taskade username.

πŸ”‘ Set Folder Permissions

  1. Navigate to your Workspace

  2. Click the arrow β–½ next to the name of your folder.

  3. Select πŸ‘₯ Members from the drop-down list.

  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.

πŸ‘₯ 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:


😊 Helpful Links

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