Bring your team into a Project
Sharing a Project lets colleagues see the same Files and tasks and collaborate with you. You can invite people three ways — by email, by domain, or with a secret link — and set what each person can do with a role.Open the share options
- Open the Project you want to share.
- Open the sidebar’s Projects dropdown and select Share this Project.
Invite by email
- In the “Invite by Email” section, type one or more addresses in the field (placeholder: “Mark@MyCompany.com, Margaux@MyClient.com, etc…”).
- Choose a role from the dropdown — Owner, Collaborator, or Reader. It defaults to your own role.
- Click “Add” to send the invitations.
Other ways to invite
- Domain Access — in the “Domain Access” section, enter a domain (placeholder: “MyCompany.com, MyClient.com, etc…”) so anyone with an email from that domain can see the Project. Separate multiple domains with a comma.
- Secret Link — in the “Share a Secret Link” section, click “Create Secret Link”, then “Copy Link”. Anyone with the link is added to the Project at the role you set.
Good to Know: The three roles are Owner (full admin access), Collaborator (can task and add Knowledge), and Reader (can read tasks and Knowledge). Not sure which to pick? Use the “Learn about Project Roles” link in the share panel.
FAQ
What does an invited person see when they click the link?
What does an invited person see when they click the link?
They see “You’ve been invited to a project.” If they’re not signed in, they’re prompted to “Create an account to accept the invitation and start collaborating” or to “Log in to accept your project invitation.” After signing in, the invite is accepted automatically.
Can I invite people if I'm not the Owner?
Can I invite people if I'm not the Owner?
The role you can assign is capped at your own role. The invite form defaults to Collaborator, or to your role if it’s higher. If you can’t assign a role you expect, ask a Project Owner.