Creating and managing a Team Folder using WorkDrive TrueSync

Creating and managing a Team Folder using WorkDrive TrueSync

Hello everyone,

Are you tired of constantly switching between your Desktop TrueSync app and the WorkDrive web app to create and manage Team Folders?
We’ve made things easier for you. You can now create and manage Team Folders directly within the TrueSync application!



A Team Folder is a shared space where you and your team members can collaborate on stored files and folders. Depending on your project needs, you can set up multiple Team Folders and add members associated with those projects. WorkDrive offers two types of Team Folders: private and public.

Private Team Folders are for selected members to collaborate on exclusive tasks or projects. For instance, you can create a separate Team Folder for the finance department to handle sensitive data like company revenue and employee salaries, ensuring all files and information remain private to that specific group.

Public Team Folders store common team files accessible to everyone in the organization. For example, documents containing the company's general HR policies or guidelines are important for everyone to access.

How to create and manage Team Folders using WorkDrive TrueSync:

Follow our step-by-step user guide on creating and managing Team Folders using WorkDrive TrueSync. This comprehensive guide will help you set up and manage Team Folders right within the TrueSync app.

We hope this new approach streamlines your Team Folder setup process and helps you manage Team Folder members effectively. If you have any questions or need further assistance, feel free to reach out to our support team.

We're here to help!

WorkDrive support info:

Also read:



      • Sticky Posts

      • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

        Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

      • Support for auto-upgrade in TrueSync (for Windows)

        WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported

      • WorkDrive API Documentation

        WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

      • March 15, 2023: Zoho Docs is discontinued

        As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

      • Introducing WorkDrive 4.0: Enhanced productivity. Advanced data administration. (Phase 1)

        Hello All, We're excited to share the release of WorkDrive 4.0, which includes important new features and enhancements focused primarily on productivity, secure collaboration, data administration, integrations, and user experience. Read the official announcement

        • Recent Topics

        • Introducing Built-in Telephony in Zoho Recruit

          We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every

        • Write-Off multiple invoices and tax calculation

          Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

        • Splitting Transactions in Zoho Books

          I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

        • Statement Aging On Cutomer Statement

          Hello, Is it possible to put aging on customer statements? Current 1-30days 31-60days 61-90days 91-120days Over 120 days. See attached image from another accounting package. Many customers pay off a statement and clear older invoices.

        • Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

          Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded

        • Response rate and time on social media

          Hello, I just want to know if it's possible to manage the response rate and response time from my social media on zoho social ? I don't see any statistical reports on the online scoreboard ? Thank you in advance for your response and sorry if the question has already been posted

        • Whatsapp BOT with CRM

          Hello, how do you use Whatsapp integrations in zoho CRM?

        • Ability to translate Zoho CRM Kiosks

          Hi team, Is support for translating kiosk text and screen names in the Zoho CRM translation tool planned on the roadmap? Thanks,

        • Create Receipt of a Donation (not a sale)

          We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction

        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

        • Editing the list of Categories in the Categorize Manually section of Banking in Zoho Books

          Hi, I need to create two new Categories called Withdrawals and Deposits to categorize payments in a bank account. How do I edit the Categories list?

        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

        • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

          Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

        • [Free Webinar] Intelligent document processing with Zoho RPA

          Hello everyone! Greetings from the Zoho RPA team! We're excited to invite you to our upcoming webinar on intelligent document processing with Zoho RPA, where we'll introduce powerful new capabilities designed to make your automation journey smarter, faster,

        • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

          The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

        • Project Management Bulletin: March, 2026

          We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations,

        • Send emails directly via Cases module

          Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization

        • Webinar Alert: Supercharge landing pages with data insights | Zoho LandingPage

          Every visitor to your landing page leaves behind valuable data, but are you leveraging it to improve conversions? Join our expert-led Landing Page Analytics webinar to learn how to track, analyze, and optimize landing page performance with Zoho LandingPage’s

        • Bulk Deletion of Zoho Projects Using Node.js and Zoho Projects API

          Zoho Projects currently does not provide a built-in option to delete multiple projects in bulk from the UI. When working with testing environments or large numbers of temporary projects, deleting them one by one becomes time-consuming. To address this,

        • Advance Payment Record Removed When Deleting Applied Credit from Bill

          Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.

        • Show unsubscribed contacts ?

          Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

        • Changing settings for auto logoff

          I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are

        • Track Marketing Automation Campaigns in Zoho CRM

          Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in

        • Uplifted homepage experience

          Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

        • Validation rule for Date field

          The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

        • Easily map shift data fields during user imports

          Greetings all, You can now include all your shift-related data for your users without any hassle during user imports. With this enhancement, the Map Import Fields to Zoho CRM option includes all shift-related fields: Current Shift, Next Shift, and Shift

        • Adding new data to the sheet with most recent data being added to top row.

          I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of

        • How do you arrange order in which the speakers are listed in a session once they have been selected?

          Probably another simple thing I've missed but I can't find how to arrange the order in which the speakers are listed in a session once they have been selected. We usually want the speakers listed alphabetically by last name, but sometimes not. Once the

        • Product Updates in Zoho Workplace applications | February 2026

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of February. Zoho Mail Organize Personal Notes with Collections You can now create collections under My Personal

        • Introducing note actions and dynamic visibility in Kiosk Studio

          Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields

        • Regarding the Recipient Email change

          I was not being able to change the Recipient email. Kindly resolve the problem

        • Request to Customize Module Bar Placement in New Zoho CRM UI

          Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive

        • kanban view for client portal

          Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they

        • 【Zoho CRM】サンドボックスのアップデート：メール送信トレイ機能の追加

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 CRMのサンドボックス（テスト環境）にメールの送信トレイ機能が追加されました。 本番環境でメール配信の前に、サンドボックスで送信される全てのメールを確認・検証できます。ワークフロー、承認プロセス、一括送信など、あらゆる送信パターンに対応しています。 「メールの送信トレイ」機能を使うと、顧客へ送信する前にメールの内容を事前確認できます。項目の欠落や書式の乱れなど、あらゆる問題をサンドボックス内でチェックできるため、本番環境でのトラブルを未然に防ぐことに役立ちます。

        • Force mandatory entry on one of two fields on Contacts

          We are finding our users aren't always entering a phone number or email address of a contact. We would like to make these fields mandatory but realize they won't always have both pieces of information, but should at least have one. Is there a way to make

        • How can I prevent having recepients from being added as contacts in Zoho Desk?

          How can I prevent having recepients from being automatically added as contacts in Zoho Desk? There's no option to disable this.

        • Agent Concern

          would like to ask the difference between an agent and a light agent. can a light agent close a ticket. thank you.

        • Train Zoho Answer Bot Based on Customer

          Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have

        • Next Page