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Invite to a Workspace

Invite new members to join your workspace for collaborative project management.

Updated this week

Share a Workspace

You can invite users to a workspace via email, or simply by copying an invite link.

  1. Open your workspace and click the Share button in the top-right corner.

  2. Copy the invite link and share it via email, text, or any other way.

  3. Alternatively, enter the user's email.

πŸ’‘ Note: Upgraded members have full access to Taskade AI, Custom AI Agents, Automations, and other advanced features.

  1. Navigate to your workspace.

  2. Click the arrow β–½ next to the name of your workspace.

  3. Select πŸ‘₯ Members from the drop-down list.

  4. Set roles for existing and new team members (see table).

πŸ’‘ Note: To remove a member, select their role and click Remove.

Role

Description

πŸ¦„ Owner

Owners can fully configure and edit projects and templates, manage project/workspace settings, and customize billing options.

πŸ‘©β€πŸ’» Admin

Admins can fully configure and edit projects/templates and manage projects/workspace settings.

✍️ Editor

Editors can create and edit projects/templates in a workspace. They cannot manage Project or Workspace settings.

βœ… Checker

Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates.

πŸ€“ Viewer

Viewers can only comment and chat in projects. They cannot create or edit projects or templates in a workspace.

Sharing Rules

Inviting users to a workspace doesn't automatically grant members access to all folders inside it. You need to manually invite team members to each folder.

Here's what happens when you invite people to a workspace, folder, or project:

sharing-rules.webp

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