๐ฅ Add / Remove Workspace Members
You can easily add/remove workspace members and modify their roles/permissions:
- Open your workspace and click โฝ next to its name.
- Select ๐ฅ 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.
- โ To add a user, enter their email/username or share an invite link.
- โ To remove a user, click on their role and select Remove.
๐ค 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.
โก๏ธ 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.
โ๏ธ 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 โฝ next to its name.
- Select โ๏ธ Settings from the drop-down list.
๐ Set Workspace Permissions
User Roles let you define the level of access for each member of a workspace:
- Navigate to your workspace.
- Click โฝ next to the workspace name and select ๐ฅ Members.
- Alternatively, click the Share button in the top right-hand corner.
- Set roles for existing team members.
Role | Description |
๐ฆ Owner | Owners can fully configure and edit projects and templates, manage Project/workspace settings, and customize billing options. |
๐ฉโ๐ป Admin | Admins can fully configure and edit projects/templates and manage projects/workspace settings. |
โ๏ธ Editor | Editors can create and edit projects/templates in a workspace. They cannot manage Project or workspace settings. |
โ Checker | Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates. |
๐ค Viewer |
Viewers can only comment and chat in projects. They cannot create or edit projects or templates in a workspace. |
๐ก Rename a Workspace
Here's how to quickly rename your workspace:
- Open your workspace and click โฝ next to its name.
- Choose Edit from the drop-down list and type a new name.
- Click Update to confirm.
๐ฆ 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 โฝ next to your workspace name and select ๐ Archive .
- The archived workspace will disappear from the navigation menu .
- You can find all your archived workspaces in โ๏ธ Settings โก ๐ Archives tab .
- Restore a workspace:
- Click the three dots (ยทยทยท) next to its name in ๐ Archives
- Select Restore workspace from the list.
- And that's it! ๐ฅณ
โ Delete a Workspace
To permanently delete a workspace:
- Click โฝ next to the name of your workspace.
- Select ๐ Delete workspace from the drop-down list.
๐ฏ Get Our Apps
- ๐ค Android app: Google Play Store
- ๐ iPhone app: Apple App Store
- ๐ฆ Firefox Extension: Firefox Add-Ons
- ๐ฉโ๐ป Chrome Extension: Chrome Web Store
- ๐ป Mac, Linux, Windows apps: taskade.com/downloads
๐ Questions or Suggestions?
- ๐ Our Official Blog: blog.taskade.com
- ๐ Taskade Updates: taskade.com/v/B1Q8lMxIfG
- โ๏ธ Contact Us: taskade.com/contact
- ๐ง Follow Us: twitter.com/taskade
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