πŸ‘₯ Manage Folder Members

You can easily add/remove Folder members and modify their roles/permissions:

  1. Open a Folder and click the Λ… arrow next to your Folder name
  2. Select πŸ‘₯ Members from the drop-down list
    • Alternatively, click the Share button in the top right-hand corner
  3. Taskade will show you a list of Folder members and their roles
    • βž• To add a user to the Folder, enter their email/username or copy the invite link
    • ❌ To remove a user, click on their role and select Remove from the drop-down list
πŸ’‘ Note: Folders are private by default so you need to invite Workspace members to each Folder you want to share.

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πŸ”‘ 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 πŸ‘₯ 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:

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 a Workspace. 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 a Folder.

 

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⏩ Move Projects

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.

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πŸ”‘ Rename a Folder

Here's how to quickly rename your Folder:

  • Open your Folder and click β–½ next to its name.
  • Choose "Edit" from the drop-down list and type the new name.
  • Click "Update" to confirm.

 

πŸ“¦ 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 πŸ—ƒ Archive
  • You can find all your archived Folder in βš™οΈ Settings βž‘ πŸ—ƒ Archives tab
  • To restore a Folder, click the three dots (Β·Β·Β·) next to its name in πŸ—ƒ Archives and select Restore Folder
  • And that's it! πŸ₯³

 

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❌ Delete a Folder

To permanently delete a Workspace:

  • Click on the Λ… arrow next to the name of your Folder
  • Select πŸ—‘ Delete Folder from the drop-down list

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😊 Questions or Suggestions?

Use Taskade with your team to start collaborating right away! Chat, organize, and get things done, together.