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Manage a Folder (Mobile)

Create and manage folders.

Share a Folder

To invite people to your folder:

📋 In This Article

  • Share a Folder

  • Set Folder Permissions

  • Archive a Folder

  • Delete / Restore a Folder

  1. Tap

    to unfold the left navigation pane.
    ​

  2. Select your folder on the left.
    ​

  3. Tap 👤➕ button at the top of the screen.
    ​

    • You will see a list of folder members and their roles.
      ​

      • Tap 👤➕ Invite people people to add new members.
        ​

      • To remove a user, tap their role and select 🗑️ Remove from the list.
        ​

    • Type an email address to invite people directly.
      ​

    • Tap Open Contacts + to invite your contacts.

💡 Note: Team members with access to your workspace will not have access to your folders. Visit Manage a Folder (Mobile) to learn how to invite them.

Set Folder Permissions

You can create different folders for different teams/departments, each with a custom access level and permissions / editing privileges. Here's how to do that:

  1. Open your folder and tap the 👤➕ icon at the top of the screen.
    ​

  2. You will see a list of folder members and their roles (see below).
    ​

  3. Tap a role and select a new role from the drop-down list.
    ​

    • You can set the following user roles / permissions:

🦄 Owner

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

👩‍💻 Admin

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

✍️ Editor

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

✅ Checker

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

🤓 Viewer

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

Archive a Folder

To archive a folder:

  1. Tap

    to unfold the left navigation pane.
    ​

  2. Select your folder and tap the three dots ··· at the top-right corner.
    ​

  3. Select Archive and confirm your choice.

Delete / Restore a Folder

Archived folders are added to Archives. Here's how to delete / restore them:

  1. Tap

    to unfold the left navigation pane.
    ​

  2. Select the ⚙️ gear icon at the bottom-left corner.
    ​

  3. Tap Archives and select the folder you want to restore or delete.
    ​

  4. Tap ↺ Restore Workspace or 🗑️ Delete Workspace.

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