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. Lists contain tasks. Folders can contain one or more Lists; Folders can't contain other Folders.
What you'll need
- Lists are available on all plans.
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Everyone, including guests, can use Folders.
- Guests must have Folders shared with them.
- The number of Lists you can have per Folder depends on your plan:
- Free Forever Plan: 100 Lists per Folder
- Unlimited Plan: 200 Lists per Folder
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Business Plan and above: 400 Lists per Folder
Archived Lists count toward these limits.
- The number of Folders you can have per Space depends on your plan:
- Free Forever Plan: 100 Folders per Space
- Unlimited Plan: 200 Folders per Space
- Business Plan: 400 Folders per Space
- Business Plus Plan: 1,000 Folders per Space
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Enterprise Plan: 1,000 Folders per Space
Archived Folders do not count toward these limits.
Create a Folder
To create a new Folder:
- In the Sidebar, hover over the Space you want to add a Folder to and click the ellipsis ... menu.
- Click Create new, then select Folder.
- From the Create Folder modal in the New tab, you can configure the following settings.
You can also use a Folder template.- Name: Name the Folder.
- Lists: By default, a List is created. You can also create more Lists. After the default List is created, you can rename it.
- Share Folder with: Choose to make the Folder public, private, or shared with specific people.
- Task statuses: You can create custom statuses.
- Click Create Folder.
Edit, archive, or delete a Folder
To edit an existing Folder:
- In your Sidebar to the right of the Folder, click the ellipsis ... menu.
- Choose from the available editing options:
- Rename: Rename your Folder.
- Copy link: Copy the URL of your Folder to quickly share it.
- Create new: Create a new item. The item will either be added to the List or its Space.
- Folder settings: Edit Automations, Custom Fields, statuses, or sorting for your Folder.
- Templates: Apply a template to your Folder, save your Folder as a new template, or update an existing Folder template.
- Add to favorites: Add the Folder to your favorites.
- Move: Move the Folder to a different Space.
- Duplicate: Duplicate the Folder.
- Archive: Archive your Folder. This lets you access your data in the future if you need it!
- Delete: Delete your Folder. This will delete all items within the Folder.
- Sharing & Permissions: Edit the sharing and permissions of your Folder.
Customize Folder statuses
Categorize Folders by creating custom statuses.
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:
- In your Sidebar to the right of the Folder, click the ellipsis ... menu.
- Click Folder settings.
- Select Custom Fields.
- From the Custom Field Manager, select Add existing field or Create new field.
On the Free Forever Plan, 60 uses of Custom Fields are available.
Change Folder colors
Customize your Folders by adding colors.
To change a Folder color: