π₯ Manage Folder Members
You can easily add/remove Folder members and modify their roles/permissions:
- Open a Folder and click the Λ arrow next to your Folder name
- Select π₯ Members from the drop-down list
- Alternatively, click the Share button in the top right-hand corner
- Taskade will show you a list of Folder members and their roles
- β To add a user to the Folder, enter their email/username or copy the invite link
- β To remove a user, click on their role and select Remove from the drop-down list
You can also get an overview of the members in all Folders of a Workspace by navigating to the Workspace's Settings page. This can be useful when members leave the workspace and Folders left behind need a new owner.
- Open a Workspace and click the Λ arrow next to your Home Folder.
- Select Settings from the drop-down list.
- Taskade will show you your Workspace settings, click on the Folders tab, bringing you the Workspace's Folder summary page.
- Click on the Three Dots beside the respective folder to either Delete the folder or Join as Owner.
π Set Folder Permissions
Taskade lets you create many Folders for different teams/departments within your company, all under one Workspace but with different permissions.
To set roles & permissions in a Workspace:
- Open a Folder and click the Λ arrow next to your Folder name
- Select π₯ Members from the drop-down list
- Alternatively, click the Share button in the top right-hand corner
- Set roles for existing team members
You can set the following user roles/permissions:
π¦ Owner | Owners can fully configure and edit Projects and templates, manage Project/Folder settings, and customize billing options. |
π©βπ» Admin | Admins can fully configure and edit Projects/templates and manage Projects/Folder settings. |
βοΈ Editor | Editors can create and edit Projects/templates in a Workspace. They cannot manage Project or Folder settings. |
β Checker | Checkers can complete and comment on tasks. They cannot edit tasks, Projects, or templates. |
π€ Viewer |
Viewers can only comment and chat in Projects. They cannot create or edit Projects or templates in a Folder. |
β© Move a Project
Want to quickly move projects between folders in the same workspace? Here's how it works:
- Click & hold the project you want to move with the left mouse button.
- Drag the project to the target folder in the left navigation menu.
- Drop the project to move it to the folder.
π Move a Folder
You can drag & drop folder between workspaces to reorganize your workflows.
- Left-click & hold the folder you want to move.
- Drag the folder to the target workspace in the left navigation menu.
- Drop the folder to move it to the workspace.
π‘ Rename a Folder
Here's how to quickly rename your Folder:
- Open your Folder and click β½ next to its name.
- Choose "Edit" from the drop-down list and type the new name.
- Click "Update" to confirm.
π¦ Archive a Folder
If you no longer need your Folder, you can archive it. Here's how to do that:
- Click on the Λ arrow next to your Folder name and select π Archive
- You can find all your archived Folder in βοΈ Settings β‘ π Archives tab
- To restore a Folder, click the three dots (Β·Β·Β·) next to its name in π Archives and select Restore Folder
- And that's it! π₯³
β Delete a Folder
To permanently delete a Workspace:
- Click on the Λ arrow next to the name of your Folder
- Select π Delete Folder from the drop-down list
π― Get Our Apps
- π€ Android app: Google Play Store
- π iPhone app: Apple App Store
- π¦ Firefox Extension: Firefox Add-Ons
- π©βπ» Chrome Extension: Chrome Web Store
- π» Mac, Linux, Windows apps: taskade.com/downloads
π Questions or Suggestions?
- π Our Official Blog: blog.taskade.com
- π Taskade Updates: taskade.com/v/B1Q8lMxIfG
- βοΈ Contact Us: taskade.com/contact
- π§ Follow Us: twitter.com/taskade
Use Taskade with your team to start collaborating right away! Chat, organize, and get things done, together.