Share Spaces, Folders, Lists, and tasks with others and set permissions to limit what people can do and see.
Who has access to locations and tasks in your Workspace?
For limited members, limited members view only, and guests, access and permissions for Chat differ from other shared locations.
This table shows how access to public and private Hierarchy locations and tasks varies by user role:
| Users | Access and permissions |
|
Can access all public locations by default with full edit permissions. Private locations can be shared with them. |
|
|
Cannot access public or private locations by default. Can be given more than view only permissions when individual locations are shared with them. |
|
|
Cannot access public or private locations by default. If they are given more than view only permissions when any individual location is shared with them, they are converted to a limited member or permission controlled guest. |
|
| Free Forever guests |
Cannot access public or private locations by default. Cannot be given less than full edit permissions when any individual location is shared with them. |
| Teams |
Public and private Spaces can be shared with Teams only on Enterprise Plans. Public and private Folders, Lists, and tasks can only be shared with Teams on the Business Plus and Enterprise Plans. |
Share Hierarchy locations
You can share private and public Spaces, Folders, and Lists with people inside and outside of your Workspace.
Private locations display a lock icon.
There are multiple ways to share locations.
From your Home Sidebar
To share a location from your Home Sidebar:
- In your Global Navigation, click Home.
- In the Spaces section of your Home Sidebar, hover over the location and click the ellipsis ... icon.
- Alternatively, right-click the location.
- Select Sharing & Permissions.
From the Spaces Sidebar
To share a location 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 location and click the ellipsis ... icon.
- Alternatively, right-click the location.
- Select Sharing & Permissions.
From its location header
To share a location from its location header:
- Open any view for the location.
- In the upper-right corner, click Share.
- Select your sharing options.
Share tasks
There are multiple ways to share a task.
From the sharing modal
To share a task from its sharing modal:
- Right-click the task or click its ellipsis ... menu.
- Select Sharing & Permissions.
By @mentioning someone
To share a task by @mentioning:
- From an open task in a comment, @mention someone.
- From the invite modal, you can assign permissions and click Invite.
By approving access
You can share public and private tasks with anyone in or outside your Workspace. If they don't have access to the task or the Workspace, they can request access.
Sharing with someone in your Workspace
To share Spaces, Folders, Lists, and tasks with people from your Workspace:
- In the sharing modal, browse or search for the person.
- Click the toggle to the right of their name to share the location.
- You can also change the person's permission by clicking the dropdown to the left of the toggle.
Sharing with someone outside of your Workspace
To share Spaces, Folders, Lists, and tasks with people from outside your Workspace:
- In the sharing modal, click the Invite field.
- Type the person's full email address.
- In the Invite people modal, from the Invite as dropdown, select a user role.
- You can also change the person's permission by clicking the dropdown to the right of Invite as dropdown.
- You can also change the person's permission by clicking the dropdown to the right of Invite as dropdown.
- Click Send Invite.
Edit permissions to a location or task
To edit permissions to a Space, Folder, List, or task:
- In the sharing modal's Share with section, click the expand icon to see who has access and edit their permissions.
- Click Edit all to bulk edit permissions.
- To remove individual people, click the toggle to the right of their name.
- The Workspace owner and Space, Folder, List, and task creator have badges next to their names. A warning displays before you remove access from an item's creator.
Publicly share items
Public sharing of locations and items varies by plan.
Share a view of a Folder, or List
To share a view of a Folder, or List:
- Access the public sharing settings.
- In the Share this List modal, click the expand icon.
- Invite someone. Or copy the private link to share with someone who already has permissions.
Permission to invite people to a Workspace
Invite permissions vary by user role. Certain default invite permissions can be changed.
See who has access to a private Space
There are multiple ways to see who has access to a private Space.
From the Spaces page
To see who has access to a private Space from the Spaces page:
- In the upper-left corner, click your Workspace avatar and select Settings.
- In the All settings sidebar, click Spaces.
- Each Space has a Shared With section showing the avatars of the people or Teams who have access.
From your Home Sidebar
To see who has access to a private Space from your Home Sidebar:
- In your Global Navigation, click Home.
- In the Spaces section of your Home Sidebar, hover over the Space and click the ellipsis ... icon.
- Alternatively, right-click the private Space.
- Select Sharing & Permissions.
- Click the People dropdown.
- In the invited people section, you can see everyone invited to the Space.
From the Spaces Sidebar
To see who has access to a private Space 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 private Space and click the ellipsis ... menu.
- Alternatively, right-click the private Space.
- Select Sharing & Permissions.
- Click the People dropdown.
- In the invited people section, you can see everyone invited to the Space.
Remove someone from a private Space
There are multiple ways to remove someone from a private Space.
From your Home Sidebar
To remove someone from a private Space using your Home Sidebar:
- In your Global Navigation, click Home.
- In the Spaces section of your Home Sidebar, hover over the Space and click the ellipsis ... icon.
- Alternatively, right-click the private Space.
- Click Sharing & Permissions.
- In the Share this Space modal, type the person's name in the search bar or find them using the expand buttons.
- Click the toggle to the right of their name to remove them.
From the Spaces Sidebar
To remove someone from a private Space using 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 and click the ellipsis ... icon.
- Alternatively, right-click the private Space.
- Click Sharing & Permissions.
- In the Share this Space modal, type the person's name in the search bar or find them using the expand buttons.
- Click the toggle to the right of their name to remove them.