Make Spaces, Folders, Lists, and tasks private so only certain people can access them. You can also set individual permissions to limit what specific people can see and do.

Spaces, Folders, Lists, tasks, and Goals are public by default. Dashboards are private by default.

What you'll need

• Spaces, Folders, Lists, and tasks can be made private on all plans.
• Private Spaces, Folders, Lists, and tasks can be shared with specific users or Teams.
• Guests cannot edit privacy settings.
• Guests do not have access to Spaces.

Task view 3.0 is currently in beta. Join the 3.0 waitlist.

Make a Space private

To make a Space private:

1. In the left sidebar, click the ellipsis ... next to your Space.
2. Select Sharing & Permissions.
3. Click Private.
4. Click Add people if you want to add additional Workspace members.
5. Click Save.

Owners and admins on the Enterprise Plan can make new Spaces private by default.

Transfer ownership of a private Space

By default, a private Space is only accessible to the person who made it private.

Owners and admins can transfer ownership of a private Space in two scenarios:

• The owner of the private Space is removed from the Workspace.
• On an Enterprise Plan Workspace, admins have been granted advanced permissions to manage private Spaces.

Make a Folder or List private

To make a Folder or List private:

1. In the left sidebar, click the ellipsis ... next to a Folder or List.
2. Select Sharing & Permissions.
3. Click Make Private.
4. Use the search bar at the top to add new or existing users to the Folder or List.
5. Set user permissions by clicking Full and selecting from the options.

Make a task private

Task view 3.0 has introduced several new features and UI updates! Check the following sections for instructions on making tasks private in each version of Task view.

Task view 2.0

To make a task private in Task view 2.0:

1. Open a task.
2. At the top, click Share.
3. Click Make Private.
4. Use the search bar at the top to add new or existing users to the task.
5. Set user permissions using the dropdown menu to the right of each person's name.

Task view 3.0

To make a task private in Task view 3.0:

1. Open a task.
2. In the upper-right corner, click Share.
3. Click Make Private.
4. Use the search bar at the top to add new or existing users to the task.
5. Set user permissions using the dropdown menu to the right of each person's name.

If someone else created the task you are making private, a popup will appear informing you that you are about to remove their access to it. Click Keep creator if you want them to maintain access after the task is made private.

Updated September 11, 2023 21:34