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Folders and Projects in Table View

Table 7. Availability

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Overview

From Table view you can:

  • Add folders, projects, and tasks to the selected location.

  • Manage custom fields for the selected folder, project, or space.

  • Convert a folder into a project and vice versa.

  • Delete folders and projects.

  • Open folders and projects in a separate tab.

  • Rename folders and projects.

Add a folder or project

You can add new and existing folders and projects to the selected folder, project, or space from Table view. To do so:

  1. Navigate to the selected folder, project, or space and switch to Table view.

  2. Right-click a folder, project, or space that you want to add a folder/project to.

  3. Select Add folder or Add project from the list.

  4. Then you can:

    1. Add an existing folder or project by entering the folder/project permalink into the field.

    2. Add a new folder or project by typing the name of the new item in the field.

  5. Press Enter on your keyboard or click anywhere outside of the field.

The selected folder or project is added to the nominated location.

Alternatively, to add a folder or project to the root folder/project/space, you can right-click the Add task row and repeat Steps 4–5 described above.

Convert a folder or project

  1. Navigate to the selected folder, project, or space and switch to Table view.

  2. Right-click a folder or project you want to convert.

  3. Select Convert to project or Convert to folder.

Delete a folder or project

  1. Navigate to the selected folder, project, or space and switch to Table view.

  2. Right-click a folder or a project you want to delete.

  3. Select Delete.

  4. Click Delete in the pop-up that appears to confirm your actions.

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