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Workspace setup

Invite people to your workspace

Invite teammates from Settings → Members, create a temporary invite link, and review requests to join your TaskShelf workspace.

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Before you start

You need the Admin role in the workspace to use the invitation controls described here.

Invite someone by email

Use Revoke beside a pending invitation if it should no longer be available. Revoking a pending invitation is different from removing someone who has already joined.

  1. Open Settings → Members in the workspace you want them to join.
  2. In the Members section, enter their email address.
  3. Choose Member or Admin from the role selector. Choose Admin when the person should have workspace administration controls.
  4. Choose Invite. Outstanding invitations appear under Pending invites.

If someone is waiting to join

Once the person has joined, they appear in the Members list. Your team can then assign work to them using the Assignee control on a task.

  • Check that they used a link for the intended workspace.
  • Review Waiting to join in that workspace’s Members settings. The section appears when requests are pending.
  • If the link expired or was replaced, send the current link.
  • If you cannot see invitation controls, ask an admin in that workspace to help.

Need a hand with your workspace?

Tell us what you are trying to do and where you got stuck. Contact TaskShelf support.