Add / Remove Workspace Members
You can easily add/remove workspace members and modify their roles/permissions:
Open your workspace and click β½ next to its name.
βSelect π₯ Members from the drop-down list.
βYou can also click Settings to see all workspace options.
β
Taskade will show you a list of workspace members and their roles.
ββ To add a user, enter their email/username or share an invite link.
ββ To remove a user, click on their role and select Remove.
π‘ 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.
βPress and hold the Shift key and left-click projects to select them.
βRight-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.
βDrag the project to the target workspace in the navigation pane on the left.
βDrop 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
βPayment method
βBillable members
βNext payment
βFolders and projects
βInvoices
To access workspace settings:
Open your workspace and click β½ next to its name.
βSelect βοΈ 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.
βClick β½ next to the workspace name and select π₯ Members.
βAlternatively, click the Share button in the top right-hand corner.
β
Set roles for existing team members.
π₯ Role | π€ Description |
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. |
Rename a Workspace
Here's how to quickly rename your workspace:
Open your workspace and click β½ next to its name.
βChoose Edit from the drop-down list and type a new name.
βClick 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:
βClick β½ next to your workspace name and select π Archive.
βThe archived workspace will disappear from the navigation menu.
βYou can find all your archived workspaces in βοΈ Settings β‘ π Archives tab.
Restore a workspace:
βClick the three dots (Β·Β·Β·) next to its name in π Archives.
βSelect Restore workspace from the list.
Delete a Workspace
To permanently delete a workspace:
Click β½ next to the name of your workspace.
βSelect π Delete workspace from the drop-down list.
βEnter the Workspace name to confirm
π‘ Note: This deletion is permanent, the workspace cannot be recovered
π 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