You need to be workspace owner to invite or remove team members and edit their permissions. Learn more about roles here.

Invite a team member

To invite a team member, go to the Team tab in the workspace settings. You can access the workspace settings by clicking the workspace selector in the side menu to expand it, then clicking Workspace Settings at the top of the list. From there select the Team tab.

From this page, you can send invites for team members to access your workspace by entering their email addresses and clicking the Invite team member button.

We'll take care of the rest. Be aware that you will not be able to invite team members if you do not have enough seats available in your workspace.

To understand how many seats you have available in your workspace, see the Workspace quotas help page.

Removing an invite

To remove an invite before it's accepted, scroll down to the Team member invites section on the same page. Click the Uninvite button next to the email address you want to remove. An overlay will ask you to confirm your choice.

Assign a task to a team member

There are two ways to assign a team member to a task. If you are creating a task for the first time, you have the option to assign it to a team member under Assignee field.

You can assign a team member to a task after you've created the task, or change an existing assignment.

Go to the task page by clicking on the task and open the task edit page by clicking the Edit button in the top right. Under the Assignee section, select a team member by selecting the radio button next to their name, or select "Assigned to nobody" to remove the current assignment. Click Update task in the top right corner to save your changes.

Filter tasks by team members

You can filter tasks by the team members in your workspace by using the side menu. This lets you see all tasks that a certain team member is working on.

You can apply more than one filter at a time. Go to the Team members section in the side menu and make sure it is open by clicking the Arrow button on the right side. From there you can filter team members.

Filtering a team member also allows you to see how many tasks that team member has assigned to them. This feature is great in determining which team team members are available for new tasks to be assigned to them.

Edit a team member's permissions

You need to be workspace owner to edit team member permissions.

To edit team member permissions, go to the Team tab in the workspace settings. You can access the workspace settings by clicking the workspace selector in the side menu to expand it, then clicking Workspace Settings at the top of the list. From there select the Team tab.

Click the Pencil button next to a team member's role to edit their permissions. Your changes will be automatically saved when you make your selection.

For more on permissions, please see our guide on team member roles and permissions.

Delete a team member

To delete a team member, go to the Team tab in the workspace settings. Click the Remove button next to the team member you want to remove. An overlay will open asking you to confirm your choice. Once you have removed a team member, you can add them again using the steps from the section above Invite a team member.

Please keep in mind that you can not remove yourself as a team member from your workspace.