Create new Folders to customize and add organization to your Hierarchy.
Feature availability and limits vary by plan and user role. Learn more
Create a Folder
There are multiple ways to create a Folder.
From your Home Sidebar
To create a Folder from your Home Sidebar:
- In your Global Navigation, click Home.
- In the Spaces section of your Home Sidebar, hover over the Space you want to create a Folder in.
- Click the plus icon and select Folder.
- Name and customize the Folder. You can update its statuses, use a template, or make it private.
- Click Create.
From the Spaces Sidebar
To create a Folder from the Spaces Sidebar:
- In your Global Navigation, click Spaces.
- If you don't see the item in your Global Navigation, click More and select it.
- To keep the item visible in your Global Navigation, pin it.
- In the Spaces Sidebar, hover over the Space you want to create a Folder in.
- Click the plus icon and select Folder.
- Name and customize the Folder. You can update its statuses, use a template, or make it private.
- Click Create.
From a Space's location header
To create a Folder from a Space's location header:
- Open any view in a Space.
- In the upper-left, right-click the Space name.
- Hover over Create new and select Folder.
- Name and customize the Folder. You can update its statuses, use a template, or make it private.
- Click Create.
Create Custom Fields
Add fields like checkboxes, dates, and dropdowns to tasks that live in your Folder's Lists.
Set Folder statuses
Set statuses for your Folders for better insight into your team's progress.
Any Folder status you use will automatically show in the Portfolio Dashboard card.
Locate your Folder ID
Folder IDs can be accessed any time from your URL:
- Open the Folder.
- In your URL, the Folder ID is the set of numbers directly following
/f/.