Smart Folders in Quire Permalink

Smart Folders let you group and review projects from multiple organizations in one place. Unlike regular folders, Smart Folders are not limited to a single organization.

They’re ideal when you:

• Work across multiple organizations
• Need a unified task view
• Want faster project navigation

Note: Smart Folders are available only in Tree, Table, Timeline, Calendar, and Time Tracker views.

Once created, Smart Folders appear in the left sidebar of your Quire workspace.

Tip: You can rearrange sidebar sections by dragging and dropping them.

Create and Use Smart Folders

How do I create a Smart Folder?

1. Click the + icon in the upper-right corner of the sidebar.

2. Select Add smart folder.

3. Choose the projects you want to include.

4. Confirm to create the Smart Folder.

Tip: The maximum number of projects allowed in a Smart Folder is based on the organization with the highest subscription plan among the selected projects.

Read more on our blog about Smart Folders.

How do I quickly navigate to tasks in a specific project?

1. Click the project name at the top of the Smart Folder view.
2. You’ll be taken to the first task in that project.

How do I open a project from a Smart Folder?

1. Click the project name in the main panel.
2. Quire will open that project immediately.

Share and Manage Smart Folder Access

How do I share a Smart Folder with members?

You can share a Smart Folder with members, but they can only see projects they already have permission to access.

1. Click the member profile pictures on the Smart Folder Overview page.

2. Or click More options icon on the Smart Folder Overview page and select Edit members.

3. Or click the dropdown menu next to the Smart Folder name and select Edit members.

What permission roles are available in Smart Folders?

Smart Folders have three fixed member roles:

• Admin: Can manage project list, members, and Smart Folder settings
• Normal: Can manage the project list but cannot edit members or delete the Smart Folder
• Limited: Can work on tasks in permitted projects but cannot edit projects or Smart Folder settings

Permission overview:

R = Read, E = Edit, D = Delete

Note: Smart Folder roles are not customizable.

Manage Smart Folders

How do I delete a Smart Folder?

1. Click the dropdown menu next to the Smart Folder name.
2. Select Delete.

Note: Deleting a Smart Folder does not delete the projects inside it.

Add Content to Smart Folders

How do I create a sublist in a Smart Folder?

To create a sublist:

1. Click the + icon under the Smart Folder name.
2. Select Add sublist.
3. Enter a name and choose an icon.
4. Set access permissions.

Tip: Press L to create a sublist instantly.

How do I create a document in a Smart Folder?

To create a document:

1. Click the + icon under the Smart Folder name.
2. Select Add document.
3. Name the document and choose an icon.
4. Set access permissions.