Smart Folders
In addition to the Folders that can help you organize and systemize your projects in the same organizations, you can create a Smart Folder to organize and review the projects from different organizations.
Note: Smart Folder is only available in the Tree view, Table view, Timeline view, Calendar view and the Time Tracker view.
When a Smart Folder is created, you can find it in the sidebar on the left hand side of your Quire workspace.
Tip: If you find the order of sections on the sidebar not in your favor, you have the option to rearrange them by simply dragging and dropping them into your preferred order.
Create a smart folder
Click on the + icon in the upper right corner.
Select the projects you want to add to this folder.
Tip: The allowed number of projects for this Smart Folder is calculated based on the organization with the highest subscription plan.
Read more on our blog about Smart Folders.
Quickly navigate to the tasks of a certain project
Click on the project name at the top, then it will direct you to the first task of that project.
Go to a project from a smart folder
Click on the project name in the main panel to go to that project without going through the sidebar.
Share a smart folder with a member
You can invite the members that you would like to share the smart folder with. The members will only be able to view the projects in the smart folder if they have permission to access the projects.
To share a smart folder with a member, follow these steps to access the Smart Folder Members page:
Navigate to the Smart Folder Overview page and click on the member profile pictures.
You can also click on the More Options icon at the upper right corner, then select Edit members.
Or click on the dropdown menu icon beside the Smart Folder name, then select Edit members.
There are 3 types of smart folder members.
-
Admin: Members who can manage the project list, members, and other settings in the smart folder.
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Normal: Members who can manage the project list but cannot edit the members or delete the smart folder.
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Limited: Members who can only manage the tasks in the projects that they have permission to, without being able to edit or delete the smart folder.
R = Read, E = Edit, D = Delete
| Admin | Normal | Limited | |
|---|---|---|---|
| Project list | R, E, D | R, E | R |
| Members Management | R, E, D | R | R |
Note: You won’t be able to customize what each role can view and manage in the Smart Folder.
Delete a smart folder
Click on the dropdown menu icon beside the Smart Folder name, then select Delete.
Note: If you delete a smart folder, the projects inside will not be deleted.
Create a sublist for smart folders
To create a sublist, click on the + icon located at the top bar under the smart folder’s name and select Add sublist. Give the newly created sublist a name and select a customized icon.
You can select who can access the sublist: all project members, project admins, selected members, an external team or keep it private to yourself.
Tip: You can press L to create a new sublist without using your mouse.
Create a document for smart folders
To create a document, click on the + icon located at the top bar under the smart folder’s name and select Add document. Give the newly created document a name and select a customized icon.
You can select who can access the document: all project members, project admins, selected members, an external team or keep it private to yourself.
