Folders help you clearly structure tasks and project phases within a project. You can create folders both in the board view and in the list view and then manage them further as needed.
Create folders in the board view
Create project phases in the board view as follows:
- Open the desired project.
- Click
Boardin the menu. - Create your folders in the workspace by clicking
+ Add folder. - Enter a meaningful name for the folder.
- Confirm your entry with the
Enterkey.
Manage folders in the board view
The three-dot menu to the right of the folder name allows you to duplicate, color, move, delete the folder or access the Folder properties.
Note
You can find more information about folder properties in the article Folder properties.
Create folders in the list view
You can also create folders in the list view to clearly structure tasks and project phases.
- Open the desired project.
- Click
Listin the menu. - Use the three dots
...to open the menu at the desired location and selectCreate folder. - Enter a name for the folder and confirm with the
Enterkey.
Manage folders in the list view
You can move, duplicate, or delete folders as needed.
- To duplicate a folder, click the three dots
...and selectDuplicate folder.
- To move a folder, click the three dots
...again and select e.g.:Move downorMove to bottom.
-
If the folder is no longer needed, you can also delete it via the menu. Select
Delete folder.
Note
- You can find more information about folder settings and properties in the article Folder properties.
- Find more information about the board here.
- Find more information about the list here.
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