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Folders

Folders let you and your team categorize and organize your information within your account. They can be created within a workspace and house all your data from boardsdashboardsworkdocs, and more.

 

How to create a folder

To create a new folder, simply click on the blue + button located on your left pane and select New Folder:

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Note: Folders can be seen only by the user who created them or by users with access to boards within them, and can be deleted only by the user who created them. 

 

If you do not see the navigation section on the left side of your screen, it may be collapsed. Simply click on the arrow to open the navigation as so: 

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Move your contents into a folder

Moving your account contents (board, dashboard, or workdoc) inside a folder is easy. All you need to do is drag and drop it beneath the folder's name, and then you're good to go.

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Create new content directly within a folder

You can also create a new board, dashboard, workdoc, and more directly inside a folder! To do this, hover over the name of a folder, click on the three-dot menu, select Create in folder, and then choose one of the options displayed.

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Add a folder within a folder

You can add up to 2 layers of folders within a folder, for a total of 3 levels of organization within a workspace. 

To add a folder within a folder, simply hover over the folder you'd like the new folder to be placed in, then select the three-dot menu. Click on New folder, give it a name, and you're all set. 

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How to edit or delete a folder

To delete a folder, hover over the folder you wish to delete, click the three-dot menu, and select Delete folder. To rename a folder, follow the same steps and choose Rename folder from the menu.

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Note: Deleting a folder will archive all boards and delete all dashboards within it, including private ones. You can restore individual boards from the Archives section and dashboards from the Trash section within 30 days.

 

Color your folders

Better customize and organize your workspace information by coloring your folders. 

To color a folder, hover over it and click the three-dot menu that appears. From the resulting menu, click Change color and choose your color.

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What's the difference between boards, folders and workspaces?

  • board is where your work lives. It’s where you store and manage items (like tasks, projects, or requests) in a structured way, using groups and columns to track progress and details. You can use a board for anything from daily to-do lists to long-term projects.
  • folder is a way to organize your boards. It helps you keep related boards together so your workspace stays tidy and easy to navigate.
  • workspace is a higher-level space that holds boards (and folders) for a specific team, department, or area of work. Workspaces help you separate and organize content across teams, so everyone can focus on what’s relevant to them while keeping everything under the same account.

 

 


 

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