๐Ÿค” What Is a Workspace?

A Workspace is a collection of Folders, Projects, and templates. By inviting others to join your Workspace, you can video call, chat, and collaborate inside projects. Workspaces appear in the main navigation pane and their name is displayed at the top when selected.


๐Ÿช„ Create a New Workspace

  1. Tap navigation-pane.jpeg to unfold the left navigation pane.
  2. Enter a name and choose a color palette.
  3. You can also choose an emoji icon or upload your own.
    1. (optional) Invite team members to the workspace.
๐Ÿ’ก Note: Visit ๐ŸŽจ Change Workspace Color & Icon (Mobile) to learn more.


โœ๏ธ Edit a Workspace

You can customise or delete your workspace using the Edit menu:

  1. Tap the three dots ยทยทยท in the right-hand corner.
  2. Tap the ๐Ÿ–Š๏ธ Edit icon.
  3. Change the colour / name / logo of the workspace.
  4. You can also delete the workspace.


๐Ÿ’ก Note: Deleting the workspace is permanent and will delete all folders and projects in the workspace as well.

๐Ÿ’ก Note: Deleting the home folder is equivalent to deleting the entire workspace, all folders and projects will be lost permanently.


๐Ÿ‘ฅ Invite People to a Workspace

You can invite an unlimited number of users to a Workspace via email or username, or simply by copying an invite link. Those who join your Workspace as members will have access to the Projects and templates in that Workspace. To invite people to your Workspace:

    1. Tap the three dots ยทยทยท in the right-hand corner.
    OR tap on the Share icon.
  1. Copy the invite link and share it via email, text, or any other way.
  2. Alternatively, enter an email or Taskade username.
  3. Tap on Send Invite and you're done! ๐Ÿฅณ



๐Ÿค” What Is a Folder?

A Folder in Taskade is just like a regular folder on your computer. It's a collection of Projects, and templates "nested" inside a Workspace. Folders help you organize personal Projects or create separate spaces for teams and departments. Folders are located on the left panel of the selected workspace.


โš™๏ธ Create a Folder

    1. Tap the plus button โž• next to the at the bottom of the left panel within the workspace you wish to create the folder.
    2. Give your new Folder a name, choose a color palette and upload/choose a picture for your folder by tapping on the Camera icon. (Optional)



โš™๏ธ Folder Permission Options

  1. Choose the folder's access options, it is set to invite only by default. Tap on the Access Options Section to modify this setting.
  2. These options configure how members of the workspace will interact with the newly added folder.



Invite Only The folder will only be visible to you and people you invite.
Everyone at [Workspace name] can edit

Workspace editors will remain editors

Workspace viewers will remain viewers.

Everyone at [Workspace name] can check Workspace editors will be downgraded to checkers
Everyone at [Workspace name] can view Workspace editors will be downgraded to viewers


๐Ÿ‘ฅ Invite People to a Folder

  1. Open your Folder and tap the Three dots ( ยทยทยท ) in the top right-hand corner or the Share icon.
  2. Select ๐Ÿ‘ฅ Members and tap ๐Ÿ‘คโž• Invite people.
  3. Enter an email/Taskade username and tap Invite.
  4. Don't forget to define user roles!
๐Ÿ’ก Note: Those who join your Folder as members will automatically have access to Projects, notes, and templates within that Folder!


๐Ÿ‘ฅ Manage Folder Members

You can add or remove Folder members and modify their roles/permissions in a few steps:

  1. Open your Folder and tap the ๐Ÿ‘คโž• icon bottom of the screen.
  2. Open your Folder and tap the Three dots ( ยทยทยท ) in the top right-hand corner or the Share icon.
  3. More information on roles and permission can be found here.
๐Ÿ’ก Note: Team members with access to your main Workspace will not automatically have access to any Folders you create.


โŒ Delete a Folder

To permanently delete a Folder:

  1. Tap the Three dots ยทยทยท at the top right-hand corner of your screen.
  2. Tap on the Edit icon. 
  3. Select Delete button and confirm your choice.


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๐Ÿ˜Š Questions or Suggestions?

For more Taskade Mobile guides and tutorials, click here! And be sure to visit the rest of our Help Center for more information ๐Ÿ˜Š