Intro to location header

The location header lets you quickly edit any Space, Folder, or List settings in your Workspace. 

Docs and Whiteboards do not have a location header.

Use the location header

By default, the location header is collapsed at the top of the page in Spaces, Folders, and Lists. To expand the location header, click the dropdown icon in the upper-right corner. 

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Settings menu

Settings menu options vary by Hierarchy level and permissions. For example, Spaces and Folders will have more options than Lists. If you have Full permissions on one List and Edit permissions on another, each List's settings options will be different. 

There are two ways to open the location settings menu:

  • From the location header or the breadcrumbs, click the ellipsis ... next to the location name. 

Following are the available options by location:

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Spaces: 

  • Rename: Rename the Space. 
  • Copy link: Copy the link for the Space. 
  • Create new: Create a new item in the Space. 
  • Color & Icon: Change the Space's color and icon. 
  • Space settings: Access additional Space settings. These options vary depending on the ClickApps available in your Workspace.
  • Templates: Create a template or apply a pre-made template. 
  • Add to favorites: Add the Space to your Favorites. 
  • Hide Space: Click to remove this Space from your Sidebar. You'll retain access to this Space, but it won't be visible. 
  • Duplicate: Duplicate the Space. 
  • Leave Space: Leave the Space. Leaving Spaces will remove them from your Sidebar.  
  • Archive: Archive the Space. 
  • Delete: Delete the Space. 
  • Sharing & Permissions: Access the sharing and permission settings. 

Folders: 

  • Rename: Rename the Folder. 
  • Copy link: Copy the link for the Folder. 
  • Create new: Create a new item in the Folder. 
  • Folder settings: Access additional Folder settings. These options vary depending on the ClickApps available in your Workspace. 
  • Templates: Create a template or apply a pre-made template. 
  • Add to favorites: Add the Space to your Favorites. 
  • Move: Move the Folder to another location. 
  • Duplicate: Duplicate the Folder. 
  • Archive: Archive the Folder. 
  • Delete: Delete the Folder. 
  • Sharing & Permissions: Access the sharing and permission settings. 

Lists: 

  • Rename: Rename the List. 
  • Copy link: Copy the link for the List. 
  • Create new: Create a new item in the List. 
  • Color & Icon: Change the List's color and icon. 
  • List settings: Access additional List settings. These options vary depending on the ClickApps available in your Workspace. 
  • Templates: Create a template or apply a pre-made template.
  • List Info: View the List info.  
  • Add to favorites: Add the List to your favorites. 
  • Default task type: Select a default custom task type
  • Email to List: Copy the link to email tasks to your Workspace. 
  • Move: Move the List to another location. 
  • Duplicate: Duplicate the List. 
  • Archive: Archive the List. 
  • Delete: Delete the List. 
  • Sharing & Permissions: Access the sharing and permission settings. 

Add a description

Use the Add description icon to add a location description.

Set location color

Location colors can be used to apply a visible color to an entire location. To set a location color, click the Add color icon. 

In the location color modal, you can:

  • Set the location's color. 
  • Clear the current color. 
  • Add or edit the available colors. 

Set location assignee 

Use the Add assignee icon to add an assignee at any location. 

Set location priority 

Use the Add priority icon to set the location's priority. 

Set location due date

Use the Add date icon to add important due dates to the location. 

Task templates

Use the Task templates button to pin a template or access the Template Center. 

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Create a new task

Use the Add Task button in the upper right to create a new task in the location. 

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At the List level, expand the location header to use the Add task dropdown. With the dropdown you can: 

  • Create a new task
  • Add a task from another List 
  • Pin a template

Customize a view

Customize your views! You can edit settings like view layout, filters, and privacy.

To customize your view:

  1. In the upper-right corner of a view next to the Add Task button, click Customize.
  2. From the Customize view modal, select your settings. 

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