Inviting a member
Only workspace Owners and Admins can send invitations.1
Open workspace settings
Navigate to your workspace Settings, then select the Members tab.
2
Enter the invitee's email
Type the email address of the person you want to invite.
3
Choose a role
Select the role you want to assign: Admin, Member, or Guest. New invitees default to Member if no role is selected.
4
Send the invitation
Click Invite. TaskFlow sends the invitee an email containing a magic link to join the workspace.
5
Invitee accepts
The invitee clicks the link in their email and is automatically added to the workspace.
Invitation links expire after 7 days. If the invitee doesn’t accept in time, you’ll need to send a new invitation.
Changing a member’s role
- Go to Settings → Members.
- Find the member in the list.
- Click their current role and select a new one from the dropdown.
The workspace Owner’s role cannot be changed. See Roles for a full breakdown of what each role can do.
Removing a member
- Go to Settings → Members.
- Find the member you want to remove.
- Click Remove next to their name.