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!
Manage Projects in Bulk
You can copy, move, and delete multiple projects in a workspace.
Open any of your workspaces.
Press and hold the Shift key and left-click projects to select them.
Right-click to Copy, Move, or Delete the selected project.
Move a Project
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.
Open Workspace Settings
workspace settings give you a high-level overview of your workspace, including:
Active plan
Payment method
Billable members
Next payment
Folders and projects
Invoices
To access workspace settings:
Open your workspace and click ▽ next to its name.
Select ⚙️ Settings from the drop-down list.
Set Workspace Permissions
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. |
Rename a Workspace
Here's how to quickly rename your workspace:
Open your workspace and click ▽ next to its name.
Choose Edit from the drop-down list and type a new name.
Click Update to confirm.
Archive / Restore a Workspace
If you no longer need your workspace, you can archive it. Here's how to do that:
Archive a workspace:
Click ▽ next to your workspace name and select 🗃 Archive .
The archived workspace will disappear from the navigation menu .
You can find all your archived workspaces in ⚙️ Settings ➡ 🗃 Archives tab .
Restore a workspace:
Click the three dots (···) next to its name in 🗃 Archives
Select Restore workspace from the list.
Delete a Workspace
To permanently delete a workspace:
Click ▽ next to the name of your workspace.
Select 🗑 Delete workspace from the drop-down list.
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact