Folders and sharing

Magyarul: Mappák és megosztás.

The new folder system is rolling out. What you see depends on whether it is enabled for your workspace.

Choose a section

• Private: only you can see your items.
• Shared: specific people, teams or clients can see the items shared with them.
• Workspace: everyone in the workspace can see the items.

Folders can contain other folders, boards and Notes pages. A folder’s access carries down to everything inside it, including new items you add later.

Create and share a folder

1. In a section, choose New folder and give the folder a name.
2. Open the folder’s Share action to choose people, teams or clients. A folder share applies to its contents too.
3. An item that says Same access as folder X inherits that folder’s access. You do not need to share each item separately.

Move an item

1. Open the item’s menu and choose Move to….
2. Choose its new section or folder. If the move changes who can see the item or its contents, review the access preview.
3. Check who will gain or lose access, then confirm the move. Cancel if the preview is not what you expect.

Moving an item into a shared folder gives it that folder’s access. Moving it out can remove access that came from the folder.

Trash and restore

Choose Move to trash to remove an item from its current location. Trashing a folder also hides its contents. Open Trash and choose Restore to bring an item back. It returns to its original folder when that location is still available.