Invite People to Your Workspace

Overview

Invite teammates, clients, or collaborators to your Taskade workspace so you can work together in real time. You can invite users by email or by sharing a link.

TL;DR: Add people to your workspace in two ways. Open Settings → Members, then either email an invite or copy a shareable link. Pick a role from Owner to Viewer to control what each person can do. This works for teammates, clients, or outside collaborators.

How to Invite Members

Watch this short video guide to get started:

Here is what the Members panel looks like when you add someone:

┌────────────────────────────────────────────┐
│  👥 Members                       [ Invite ] │
├────────────────────────────────────────────┤
│  Email  ┌──────────────────────┐ ┌────────┐ │
│         │ name@company.com     │ │Editor ▾│ │
│         └──────────────────────┘ └────────┘ │
│  🔗 Copy invite link                         │
├────────────────────────────────────────────┤
│  Ada Chen        Owner                       │
│  Sam Ortiz       Editor ▾                  ✕ │
│  client@ext.com  Viewer ▾  (pending)       ✕ │
└────────────────────────────────────────────┘

Invite by Email

1. Click the ⚙️ Settings icon in the bottom-left sidebar.
2. Select Members from the settings menu.
3. Enter the email address of the person you want to invite.
4. Choose their permission level: Editor, Checker, or Viewer.
5. Click Invite to send the invitation.

Invite by Link

1. Open Settings → Members.
2. Click Copy Invite Link to generate a shareable URL.
3. Send the link to anyone. They can join by clicking it and creating an account.

💡 Tip: You can regenerate or disable an invite link at any time from the same settings page.

Manage Members

• View all current members and their roles in Settings → Members.
• Change a member's role by clicking the dropdown next to their name.
• Remove a member by clicking the ✕ icon next to their entry.

Pick the role that matches how much access each person needs:

See the full Roles & Permissions ladder for what each level can do.

Tips

• Assign new members to specific Folders to limit their access to relevant projects.
• Use the Checker or Viewer role for external clients who only need limited access.
• Members receive a notification email when invited. They can accept from the email or from their Taskade dashboard.
• Open Settings → Members to see pending invitations. You can resend or revoke them at any time.
• On paid plans, workspace size scales with your subscription. Check Settings → Plans for your current member limit.

Related guides

• Roles & Permissions
• Share a Project
• Workspace Settings
• Team Folders
• Free Plan