Manage a Workspace – Documentation

👥 Add / Remove Workspace Members

You can easily add/remove workspace members and modify their roles/permissions:

Open your workspace and click ▽ next to its name.
Select 👥 Members from the drop-down list.
- You can also click Settings to see all workspace options.
Taskade will show you a list of workspace members and their roles.
- ➕ To add a user, enter their email/username or share an invite link.
- ❌ To remove a user, click on their role and select Remove.

💡 Note: Team members who are removed from a workspace will lose access to all projects and folders inside that workspace!

You can copy, move, and delete multiple projects in a workspace.

Want to quickly move projects between workspaces? Here's how to do that:

Click & hold the project you want to move with the left mouse button.
Drag the project to the target workspace in the navigation pane on the left.
Drop the project to move it to the workspace.

workspace settings give you a high-level overview of your workspace, including:

To access workspace settings:

User Roles let you define the level of access for each member of a workspace:

Navigate to your workspace.
Click ▽ next to the workspace name and select 👥 Members.
- Alternatively, click the Share button in the top right-hand corner.
Set roles for existing team members.

Role	Description
🦄 Owner	Owners can fully configure and edit projects and templates, manage Project/workspace settings, and customize billing options.
👩‍💻 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.
✅ Checker	Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates.
🤓 Viewer	Viewers can only comment and chat in projects. They cannot create or edit projects or templates in a workspace.

Here's how to quickly rename your workspace:

If you no longer need your workspace, you can archive it. Here's how to do that:

Archive a workspace:
1. Click ▽ next to your workspace name and select 🗃 Archive .
2. The archived workspace will disappear from the navigation menu .
3. You can find all your archived workspaces in ⚙️ Settings ➡ 🗃 Archives tab .

Restore a workspace:
1. Click the three dots (···) next to its name in 🗃 Archives
2. Select Restore workspace from the list.
3. And that's it! 🥳

To permanently delete a workspace:

Use Taskade with your team to start collaborating right away!
Chat, organize, and get things done, together.