Manage teams and folders

Teams keep related people, templates, and checklists together. Folders then help you organize the work inside a team.

Change team details or folders

  1. Select the team from the workspace selector.
  2. Open its Admin tab.
  3. Update the team name if needed.
  4. Enter a folder name and select Create, or use the controls beside existing folders to change them.
  5. Return to Checklists or Templates to work with the new folder.
Team Admin tab showing folders and team settings

Exporting or leaving a team

Administrators can select Export Team Checklists to download team checklist data. Exporting is separate from leaving or deleting the team. Review any confirmation carefully before removing a team.

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