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Invite to an App

Share your apps with other Taskade users to collaborate.

Updated this week

Overview

Collaborate with your team in a dedicated workspace where you can organize both traditional Taskade projects and Genesis applications together.


When to Share Instead of Publish

Use app sharing when you want internal collaboration rather than public access.

Share your app when:

  • You want others to help build or edit your Genesis app
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  • You want team members to collaborate on projects and documents
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  • You're working on internal company processes
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  • You want controlled access within your organization

πŸ’‘ Note: Sharing gives people access to your app space. To make your finished Genesis app available to end users, see Publish and Clone Your Apps.


Send Invitations

Add team members to your app so they can access and collaborate on its contents.

  • Go to your App Gallery in the main Genesis Dashboard.
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  • Open an app β†’ Click the Share button in the top-right corner.
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    • Copy the invite link and share it via email, text, or any other way.
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    • (optional) Specify the level of access for users who join with the link.


Set/Edit Permissions

Every time you create a new app in a shared workspace, you can define the level of access for other workspace members.

πŸ’‘ Note: Visit User Roles & Permissions to learn more.

  • Generate a new app inside a workspace.
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  • Click the three dots Β·Β·Β· in the app space β†’ Edit.

  • Use the dropdown menu in the General tab to define access level:

What workspace members can do

Typical use

Invite Only

None until invited

Private builds, sensitive work, early drafts

Full Edit

Create/edit content, configure projects, agents, and automations

Small trusted teams building together

View Only

View content only;

Broad visibility, reviews, leadership updates

Check Tasks

Mark tasks complete; no edits to content/settings

Light participation, QA checks, field teams


App Roles & Permissions

Choose the right role for each team member based on what they need to accomplish in your workspace. Each role comes with different permissions.

Role

Permissions

πŸ¦„ Owner

Owners can fully configure apps, manage their contents and settings, and customize billing options.

πŸ“ Editor

Editors can create and edit projects and templates. They cannot manage app settings.

βœ… Checker

Checkers can check, uncheck and comment on tasks. They cannot edit task, projects or templates.

πŸ€“ Viewer

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


🧬 Helpful Links

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