Team Members

TaskView is built for teams. You can invite people to your projects, assign them tasks, and control what they can see and do through roles and permissions.

Inviting members

1. Open a project and go to the Collaboration tab
2. Enter the person's email address in the input field
3. Click Add

The person doesn't need a TaskView account yet - the invite is stored against the email address. If they already have an account, the project appears in their sidebar right away. If they don't, they simply register with that same email and find the project waiting for them.

Inviting someone into a project also adds them to the project's organization as a member, since a person can't be in a project without being in its organization.

Removing members

In the Collaboration tab, find the user and click the remove button. They'll lose access to the project instantly - all their tasks remain, but they can no longer view or edit anything in the project.

Project owner

The person who creates a project is its owner. The owner has all permissions by default and can't be removed from the project. Ownership can't be transferred.

What members can do

By default, new members don't have any permissions beyond viewing the project. You need to assign them a role that grants specific permissions. See Roles and Permissions for details.

Tips

• Add people before assigning tasks - you can only assign tasks to project members
• Use roles - instead of giving each person individual permissions, create a few roles ("Developer", "Manager", "Viewer") and assign people to them
• Keep the member list clean - remove people who are no longer working on the project. They'll still keep their own account, just won't have access to this project anymore.