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Editing Folders

Table 78. Availability






All users except collaborators can edit folders.

When you create a folder you specify a number of options that can be edited at any time.

Edit folders

There are two ways to access your folder's settings.

  • From the folder info panel: Navigate to the folder you want to edit and click the folder info icon in the top right corner of the view 1. Click the relevant field to edit it.

  • Right-click the folder you want to edit in the left-hand navigation panel 2. From the drop-down, select the editing option you want.

You can edit:

  • Folder name 3

  • Sharing settings 4

  • Default workflows of tasks and projects in the folder 5

  • Folder description (from the info panel only) 6

  • Loction of the folder (from the info panel only) 7

  • Folder color (from right-clicking only) 8