🚋 Managing Workspaces and Folders on Mobile

🤔 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 on the left most side bar and their name is displayed in the left panel when selected.

🪄 Create a New Workspace

1. In the main homepage scroll down on the left side bar and tap the ➕ Plus icon.
2. Enter the name of your Workspace and choose a color palette.
3. You can also choose a Workspace logo from one of the available emojis or upload your own*.
4. You'll be prompted to invite new members to the Workspace.

✏️ Edit Workspace

You can customise or delete your Workspace from the edit menu:

1. Open your Workspace and tap on the Triple dot icon in the top right-hand corner.
2. Tap on the Edit icon.
3. From this screen you can change the colour/name/logo of the workspace.
4. You can also delete the workspace.

👥 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. Open your Workspace and tap on the Triple dot icon in the top right-hand corner OR tap on the Share icon.
2. Copy the invite link and share it via email, text, or any other way.
   • You can specify the level of access for users who join with the link.
3. Alternatively, enter an email or Taskade username.
4. Tap on Send Invite and you're done! 🥳

🤔 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.

⚙️ Create a Folder

1. Tap the plus button ➕ 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)

⚙️ 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 People to a Folder

1. Open your Folder and tap the Three dots ( ··· ) in the top right-hand corner or the Share icon.
2. Select 👥 Members and tap 👤➕ Invite people.
3. Enter an email/Taskade username and tap Invite.
4. Don't forget to define user roles!

👥 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 👤➕ icon bottom of the screen.
2. Open your Folder and tap the Three dots ( ··· ) in the top right-hand corner or the Share icon.
3. More information on roles and permission can be found here.

❌ Delete a Folder

To permanently delete a Folder:

1. Tap the Three dots ··· 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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• 🤖 Android app: Google Play Store
• 🍎 iPhone app: Apple App Store
• 🦊 Firefox Extension: Firefox Add-Ons
• 👩‍💻 Chrome Extension: Chrome Web Store
• 💻 Mac, Linux, Windows apps: taskade.com/downloads
  
  

😊 Questions or Suggestions?

• 💌 Our Official Blog: blog.taskade.com
• 🚌 Taskade Updates: taskade.com/v/B1Q8lMxIfG
• ☎️ Contact Us: taskade.com/contact
• 🐧 Follow Us: twitter.com/taskade
  

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