Smart Folders

A smart folder is a folder of all tasks from different projects from different organizations that you can review, and reorganize.

smart folder

Create a smart folder

Click on the + icon in the upper right corner.

add smart folder

Select the projects you want to add to this folder.

add project to smart folders

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.

navigate to task of a certain 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.

go to a project from smart folder

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.

Click on the dropdown menu icon beside the Smart Folder name, then select Edit members.

invite more members into smart folder

There are 3 types of smart folder members.

  • Admin: Members who can manage the project list, members, and other settings in the smart folder.

  • Normal: Members who can manage the project list but cannot edit the members or delete the smart folder.

  • 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 click on Delete.

delete smart folder

Note: If you delete a smart folder, the projects inside will not be deleted.

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