A smart folder is a folder of all tasks from different projects from different organizations that you can review, and reorganize.
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.
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.
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
|Project list||R, E, D||R, E||R|
|Members Management||R, E, D||R||R|
Delete a smart folder
Click on the dropdown menu icon beside the Smart Folder name, then click on Delete.
Note: If you delete a smart folder, the projects inside will not be deleted.