Folders are part of the ClickUp Hierarchy. Using Folders is optional, but can be helpful for complex workflows. Unlike Lists, Folders do not directly contain tasks, but they can contain multiple Lists.

Spaces hold both Folders and standalone Lists. Folders contain one or more Lists, and Lists contain tasks.

What you'll need

• Lists are available on all plans.
• The number of Folders and Lists that can be created in a Workspace varies. Take a look at our pricing page for full details.
• Everyone, including guests, can use Folders.
• Guests must have Folders shared with them.

Create a Folder

To create a new Folder:

1. In the left Sidebar, hover over the Space you want to add a Folder to.
2. Click the ellipsis ... icon.
3. Click Create new.
4. Select Folder from the dropdown.
5. Using the Folder creation window, you can:
   • Use a Folder template.
   • Name the Folder.
   • Create custom statuses.
   • Share the Folder.
   • Add existing Lists to the Folder.
   • Create new Lists to add to the Folder.
   • Click Create Folder.

Edit, archive, or delete a Folder

To edit an existing Folder:

1. In the left Sidebar, hover over the Folder you want to edit.
2. Click the ellipsis ... icon.
3. Choose from the available editing options:
   • Rename: Rename your Folder.
   • Copy link: Copy the URL of your Folder to quickly share it.
   • Add to favorites: Add the Folder to your favorites.
   • Duplicate: Duplicate the Folder.
   • Move: Move the Folder to a different Space.
   • Templates: Apply a template to your Folder, save your Folder as a new template, or update an existing Folder template.
   • Folder settings: Edit Automations, Custom Fields, statuses, or sorting for your Folder.
   • Sharing & Permissions: Edit the sharing and permissions of your Folder.
   • Archive: Archive your Folder. This lets you access your data in the future if you need it!
   • Delete: Delete your Folder.

Customize Folder statuses

Categorize Folders by status. Use the default RAG (red, amber, green) options to prioritize projects, or use statuses of your choice. You can label statuses to further specify their purpose. 

There are two ways to set Folder status. 

From the Sidebar: 

1. Select a Folder from the Sidebar and click the ellipsis ... to open the Folder settings.
2. Select Folder settings. 
3. Select Folder status. 
4. Choose a status from the options or add a new status.

From the location header: 

1. Expand the location header for any Folder. 
2. Click the Add Folder status icon. 
3. Choose a status from the options or add a new status.

Folder statuses are automatically displayed in the Portfolio Dashboard card. Sort this card by Folder status to easily see how projects are moving and keep your organization on track.

Create Custom Fields for your Folder

Create Custom Fields at the Folder level to add another layer of customization to your workflow. To create a Custom Field:

1. In your left Sidebar, hover over the Folder you want to create Custom Fields for.
2. Click the ellipsis ... icon.
3. Click Folder settings.
4. Select Custom Fields.
5. Select New Custom Field or edit existing Custom Fields.

Workspaces on the Free Forever Plan are limited to 100 uses of Custom Fields.

Change Folder colors

You can customize your Folders by adding unique colors to them.

Updated August 25, 2023 18:58