πŸ‘₯ Add/Remove Workspace Members

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

  1. Open a Workspace and click the arrow ( Λ… ) next to the name of your Workspace
  2. Select πŸ‘₯ Members from the drop-down list
    • Alternatively, click the Share button in the top right-hand corner
  3. Taskade will show you a list of Workspace members and their roles
    • βž• To add a user to the Workspace, enter their email/username or copy the invite link
    • ❌ To remove a user, click on their role and select Remove from the drop-down list

 

mceclip1.gif

πŸ”‘ Set Workspace Permissions

Taskade User Roles let you define the level of access inside a Workspace. To set roles & permissions in a Workspace:

  1. Navigate to your Workspace
  2. Click on your Profile Picture to the left of the Share button
    • You can also click the Λ… arrow next to the name of your Workspace and select πŸ‘₯ Members 
    • Alternatively, click the Share button in the top right-hand corner
  3. Set roles for existing team members
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.

 

πŸ“¦ Archive a Workspace

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

  1. Click on the Λ… arrow next to your Workspace name and select πŸ—ƒ Archive
  2. The archived Workspace will disappear from the left navigation menu
  3. You can find all your archived Workspaces in βš™οΈ Settings βž‘ πŸ—ƒ Archives tab
  4. To restore a Workspace, click the three dots (Β·Β·Β·) next to its name in πŸ—ƒ Archives and select Restore Workspace
  5. And that's it! πŸ₯³

 

mceclip0.gif

❌ Delete a Workspace

To permanently delete a Workspace:

  1. Click on the Λ… arrow next to the name of your Workspace
  2. Select πŸ—‘ Delete Workspace from the drop-down list

 

mceclip1.gif

 

🎯 Get Our Apps

😊 Questions or Suggestions?

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