Invite your team
Add people to your workspace so you can assign them work, mention them and share records.
Everyone in a workspace sees the same tasks, projects, lists, forms and settings. To work with someone, add them to the workspace. Once they've accepted, you can assign them tasks, add them to projects and @mention them in comments.
Add a person
Only workspace admins can invite people. If you're not an admin, ask one to add them.
Open My Account
Open the options menu in the top-right corner and select My Account.
Add a user
In Manage Users, select Add User.
Enter their details
Enter their first name, last name and email address. Turn on Admin User if they should be able to manage the workspace (see Users and roles).
Save
Select Save User. Task Arrow emails them an invitation link.
account/add-userThe person shows up in the users table with a Pending badge until they accept, then Accepted.
What the person you invite sees
The invitation email has a link that opens Task Arrow:
- If they're new to Task Arrow, they choose a password and land in your workspace.
- If they already have an account (for example, in another company's workspace), they sign in to confirm it's them, and your workspace is added alongside the ones they already have. They can move between workspaces with the workspace switcher.
Resend an invitation
Invitation links work once and expire. If someone didn't get the email or waited too long, select the resend button (the envelope icon) next to their name in Manage Users. Sending a new link cancels the old one.