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.
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 ┌──────────────────────┐ ┌────────┐ │
│ │ [email protected] │ │Editor ▾│ │
│ └──────────────────────┘ └────────┘ │
│ 🔗 Copy invite link │
├────────────────────────────────────────────┤
│ Ada Chen Owner │
│ Sam Ortiz Editor ▾ ✕ │
│ [email protected] Viewer ▾ (pending) ✕ │
└────────────────────────────────────────────┘
Invite by Email
- Click the ⚙️ Settings icon in the bottom-left sidebar.
- Select Members from the settings menu.
- Enter the email address of the person you want to invite.
- Choose their permission level (Owner, Maintainer, Editor, Commenter, Collaborator, Participant, or Viewer).
- Click Invite to send the invitation.
Invite by Link
- Open Settings → Members.
- Click Copy Invite Link to generate a shareable URL.
- Send the link to anyone. They can join by clicking it and creating an account.
💡 Tip: Invite links can be regenerated or disabled 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:
| Role | Best for | What they can do |
|---|---|---|
| Editor | Core teammates | Create and edit projects |
| Collaborator | Contractors | Work inside shared folders |
| Viewer | Clients and stakeholders | Read-only, no edits |
See the full Roles & Permissions ladder for all seven levels.
Tips
- Assign new members to specific Folders to limit their access to relevant projects.
- Use the Collaborator 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.
- Pending invitations are visible in Settings → Members. 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.