Intro to Folders

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.

Screenshot of the ClickUp Hierarchy.

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.

Create a Folder

To create a new Folder:

  1. In the Sidebar, hover over the Space you want to add a Folder to and click the ellipsis ... menu.
  2. Click Create new, then select Folder.
  3. 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.
  4.  Click Create Folder.

Edit, archive, or delete a Folder

To edit an existing Folder:

  1. In your Sidebar to the right of the Folder, click the ellipsis ... menu.
  2. 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 status

You can set Folder statuses from the Sidebar. If you're using ClickUp 3.0, you can set them from the location header. 

From the Sidebar: 

  1. In your Sidebar to the right of the Folder, click the ellipsis ... menu.
  2. Select Folder settings
  3. Select statuses
  4. Choose a status template from the options or create a custom status.

From the location header: 

  1. Open a Folder and expand the location header. 
  2. In the location header to the right of the Folder name, click the ellipsis ... menu. 
  3. Select Folder settings, then statuses.
    Screenshot of the ellipsis ... to the right of the Folder name in the location header.
  4. Choose a status template from the options or create a custom 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 Sidebar to the right of the Folder, click the ellipsis ... menu.
  2. Click Folder settings.
  3. Select Custom Fields.
  4. In ClickUp 2.0 from the Manage Custom Fields modal, select New Custom Field or use an existing Custom Field.
  5. In ClickUp 3.0 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:

  1. In your Sidebar to the right of the Folder, click the ellipsis ... menu.
  2. Select Folder color.
  3. From the Color modal, choose one of the colors or click Add/edit to see more options.

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