Share a Folder
You can invite users to a folder via email, or simply by copying an invite link. Follow these steps to get started:
Open your Workspace and select a Folder from the list on the left.
Click the Share button in the top right-hand corner.
Copy the invite link and share it via email, text, or any other way
You can specify the level of access for users who join with the link.
Alternatively, use an email or Taskade username.
Set Folder Permissions
Navigate to your Workspace
Click the arrow β½ next to the name of your folder.
Select π₯ Members from the drop-down list.
Set roles for existing and new team members (see table).
π‘ Note: To remove a member, click on their role and select Remove.
π¦ Owner | Owners can fully configure and edit projects and templates, manage project/folder settings, and customize billing options. |
π©βπ» Admin | Admins can fully configure and edit projects/templates and manage projects/folder settings. |
βοΈ Editor | Editors can create and edit projects/templates in the Folder. They cannot manage project or folder settings. |
β Checker | Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates. |
π€ Viewer | Viewers can only comment and chat in projects. They cannot create or edit projects or templates in the folder. |
Sharing Rules
Sharing a workspace doesn't automatically grant members access to all folders inside it. You need to manually add team members to each workspace.
Here's what happens when you share a Workspace, Folder, or Project:
π Helpful Links
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