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Project Folders, Sub-Categories, and Labels

Folders and labels help you organise and filter a growing list of projects. A folder is a single grouping; sub-categories add a second level; labels are colour-coded tags you can apply to many projects.

Folders

A folder groups related projects (for example, "Web", "Branding", "Retainer"). Older screens and the API call a folder a project category.

Folders also appear on Tasks → Everything: the left-hand tree shows each folder with its projects inside, so you can open all tasks in one folder with a single click. A folder only shows there once at least one project is in it; projects without a folder are listed under Other projects.

Where to find itManage folders in Settings›Project Settings›Folders, or create one inline with the Add button next to the Folder field on the project form.

How to add a folder

  1. Open Settings → Project Settings → Folders (or click Add next to Folder on the project form).
  2. Enter a Folder Name.
  3. Click Save.

How to put a project in a folder

  1. Open the project and click Edit.
  2. Pick the folder in the Folder field.
  3. Click Save. The project now shows inside that folder on Tasks → Everything.

How to rename or delete a folder

  • Rename: use the edit button on the folder row.
  • Delete: use the delete button on the folder row. Projects in it are not deleted; they move to Other projects.
Field What it does Required
Folder Name The name of the folder. Yes

Sub-categories

Sub-categories let you add a second level under a category.

How to add a sub-category

  1. Open the sub-category management dialog.
  2. Choose the parent Category.
  3. Enter a Category Name for the sub-category.
  4. Click Save.
Field What it does Required
Category (parent) The category this sub-category belongs to. Yes
Category Name The name of the sub-category. Yes

Labels

Labels are colour-coded tags. A project can have several labels, which makes them ideal for cross-cutting markers like "Priority", "VIP", or "Internal".

How to add a label

  1. Open the label management dialog (or click Add next to the Label field on the project form).
  2. Enter a Label Name.
  3. Pick a Color (you can use a suggested swatch).
  4. Click Save.

How to edit a label

In the label list, edit the Label Name, Color, or Description directly on the row.

Field What it does Required
Label Name The text shown on the label. Yes
Color The label's colour. Yes
Description An optional note about the label. No

Permissions

  • Manage folders — to add, rename, or delete folders and sub-categories.
  • Project labels — to create, edit, or delete labels (full permission required to manage labels).

Tips

  • Apply labels when creating or editing a project — they then become quick filters on the project list.
  • Keep folder names broad and use labels for the finer details, so the folder list stays short.