π₯ Add/Remove Workspace Members
You can easily add/remove Workspace members and modify their roles/permissions:
- Open your Workspace and click Λ next to the Workspace name
- Select π₯ 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
- β To add a user, enter their email/username or share the invite link
- β To remove a user, click on their role and select Remove
βοΈ Open Workspace Settings
Workspace settings provide a high-level overview of your workspace, including:
- Active plan
- Payment method
- Billable members
- Next payment
- Folders and projects
- Invoices
To access Workspace settings, click next to the Workspace name and select
.
π Set Workspace Permissions
Taskade User Roles let you define the level of access inside a Workspace. To set roles & permissions in a Workspace:
- Navigate to your Workspace
- 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 π₯ Members
- Alternatively, click the Share button in the top right-hand corner
- Set roles for existing team members
π¦ Owner | Owners can fully configure and edit Projects and templates, manage Project/Workspace settings, and customize billing options. |
π©βπ» Admin | Admins can fully configure and edit Projects/templates and manage Projects/Workspace settings. |
βοΈ Editor | Editors can create and edit Projects/templates in a Workspace. They cannot manage Project or Workspace 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 a Workspace. |
π‘ Rename a Workspace
Here's how to quickly rename your workspace:
- Open your Workspace and click β½ next to its name.
- Choose "Edit" from the drop-down list and type the new name.
- Click "Update" to confirm.
π¦ Archive a Workspace
If you no longer need your Workspace, you can archive it. Here's how to do that:
- Click on the Λ arrow next to your Workspace name and select π Archive
- The archived Workspace will disappear from the left navigation menu
- You can find all your archived Workspaces in βοΈ Settings β‘ π Archives tab
- To restore a Workspace, click the three dots (Β·Β·Β·) next to its name in π Archives and select Restore Workspace
- And that's it! π₯³
β Delete a Workspace
To permanently delete a Workspace:
- Click on the Λ arrow next to the name of your Workspace
- Select π Delete Workspace from the drop-down list
π― Get Our Apps
- π€ Android app: Google Play Store
- π iPhone app: Apple App Store
- π¦ Firefox Extension: Firefox Add-Ons
- π©βπ» Chrome Extension: Chrome Web Store
- π» Mac, Linux, Windows apps: taskade.com/downloads
π Questions or Suggestions?
- π Our Official Blog: blog.taskade.com
- π Taskade Updates: taskade.com/v/B1Q8lMxIfG
- βοΈ Contact Us: taskade.com/contact
- π§ Follow Us: twitter.com/taskade
Use Taskade with your team to start collaborating right away! Chat, organize, and get things done, together.