Share Spaces, Folders, Lists, and tasks

Share Spaces, Folders, Lists, and tasks with others and set permissions to limit what people can do and see.

Who has access to Spaces, Folders, Lists, and tasks?

For these 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 varies by user role:

Users Access and permissions

Owners

Admins

Members

Can access all locations by default with full edit permissions

Private locations can be shared with them. 

Limited members

Permission controlled guests

Cannot access public or private locations by default. 

Can be given more than view only permissions when individual locations are shared with them. 

Limited members view only

View only guests

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

Pulblic and private Spaces can be shared with Teams only on Enterprise Plans.

Public and private Folders, Lists, and tasks can be shared with Team only on the Business Plus and Enterprise Plans.

Share public or private Hierarchy locations

You can share private and public Spaces, Folders, Lists, and tasks with people inside and outside your Workspace. You can share from the Sidebar, a view's location header, or from a task.

Private locations have a lock icon.

Screenshot of the lock icon on a private Folder.png

  1. Open the sharing modal from one of these locations:
    • From the Sidebar: From the Sidebar, hover over the location and click the ellipsis ... icon. 
    • From the location header: In the upper-left corner of a view's location header, click the ellipsis ... to open the settings menu.
      Screenshot of the sharing model opened from a List's location header.png
    • From a task: From an open task, in the upper-right corner, click Share.
  2. Select Sharing & Permissions.
    • Sharing with someone from your Worksapce differs slightly from sharing with someone from outside your Workspace. 

Share with someone from your Workspace

To share Spaces, Folders, Lists, and tasks with people from your Workspace:

  1. In the sharing modal, browse or search for the person.
  2. 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. 

Share with someone outside your Workspace

To share Spaces, Folders, Lists, and tasks with people from outside your Workspace:

  1. In the sharing modal, click the Invite field.
  2. Type the person's full email address.
  3. 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. 
      Screenshot of an email entered into the invite modal. The Invite as dropdown is expanded. The permissions dropdown is highlighted.png
  4. Click Send Invite.

Edit permissions to a Hierarchy location

To edit permissions to a Space, Folder, List, or task:

  1. 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 Spaces, Folders, Lists, and tasks

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:

  1. Access the public sharing settings. 
  2. In the Share this List modal, click the caret.
  3. 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

You can see who has access to a private Space from the Spaces page or the Sidebar.

From the Spaces page:

  1. In the upper-left corner, click your Workspace avatar.
  2. Click Settings, then select Spaces.
  3. Each Space has a Shared With section showing the avatars of the people or Teams who have access. 

From the Sidebar:

  1. In the Sidebar, hover over a private Space.
  2. Click the ellipsis ... menu.
  3. Select Sharing & Permissions.
  4. Click the People dropdown.
  5. In the invited people section you can see everyone invited to the Space. 

Screenshot of someone sharing a Space and adjusting permissions for users.

Remove someone from a private Space

To remove someone from a private Space:

  1. In the Sidebar, hover over the private Space and click the ellipsis ... menu.
  2. Click Sharing & Permissions.
  3. In the Share this Space modal, type the person's name in the search bar or find them using the expand buttons.
  4. Click the toggle to the right of their name to remove them.

Share a task by @mentioning

To share a task by @mentioning:

  1. From an open task in a comment, @mention someone.
  2. From the invite modal, you can assign permissions and click Invite.

Share a task 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.

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