Every once in a while you may want to keep things a bit private. Maybe you have a monthly 1-on-1 with your manager or you want a place to work on sensitive information with your team.
Either way you can get yourself a bit of privacy by creating a restricted project in your team!
Here's how:
You can only create restricted projects in a team and not in your personal projects (these are private by default and can only be viewed by users you have manually shared them with).
Create a restricted project
- In the sidebar, find the team where you want to create the restricted project.
- Click the plus icon beside the team name.
- Select Add project.
- Enter a project name and select a project color.
- In the Access menu, select Restricted.
- Click Add to create the restricted project.
- In the navigation, find the team where you want to create the restricted project.
- Tap the plus sign next to the team name.
- Enter a project name and select a project color.
- Tap Access.
- Select Restricted to create a restricted project.
- Tap Done in the top-right corner.
- In the navigation, find the team where you want to create the restricted project.
- Tap the plus sign next to the team name.
- Enter a project name and select a project color.
- Tap Access.
- Select Restricted to create a restricted project.
- Once you have selected all the settings you want for your new project, tap the checkmark icon in the top-right.
Add a collaborator to a restricted project
Once you have created your restricted project, you will of course want to add a collaborator (or several collaborators!):
- Open the restricted project you want to share.
- Click Share in the top of your project view.
- Type in the name or email address of the person you want to share with.
- Click Invite to send the invitation(s).
- Open the restricted project you want to share.
- Tap the three dots icon in the top-right side.
- Tap Share. A list of project collaborators will appear. If the project isn't shared, you'll see two options:
- Share Link lets you copy an invitation link for someone to join the project.
- + Invite Members lets you invite someone to your project by adding their name or email address.
When you tap + Invite Members, there are two options:
- Enter the collaborator's name or email address in the To: field. Then, tap their email address to confirm.
- Tap the red plus icon to invite a collaborator from your Contacts list.
- Open the restricted project you want to share.
- Tap the share icon. A list of project collaborators will appear.
- Tap the person icon in the top-right corner again to add collaborators.
- Enter the name or email address of the person to share the project with.
Check out the articles below to learn more about teams: