πŸ“€ Share a Folder

You can invite an unlimited number of users to a Folder via email or username, or simply by copying an invite link. To invite people to your Folder:

  1. Open your Workspace and select a Folder from the list on the left
  2. Click the Share button in the top right-hand corner
  3. Copy the invite link and share it via email, text, or any other way
  4. Alternatively, use an email or Taskade username

 

πŸ”‘ Set Folder Permissions

  1. Navigate to your Workspace
  2. Use the arrow (Λ… ) next to the name of your Folder and click πŸ‘₯ Members 
  3. Set roles for existing and new team members (see table)
πŸ’‘ Note: To remove a Folder member, click on their role and select Remove from the drop-down list.

 

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 the Folder. 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 the Folder.

 

πŸ‘₯ Sharing Rules

Sharing a Folder with a team member doesn't automatically grant them access to Projects in the parent Workspace. You need to manually add team members to each Workspace you want to share. Here's what happens when you share a Workspace, Folder, or Project:

sharing-rules.webp

 

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