What can we help you with?

How do I share projects and tasks with guests?

Adding a guest to your account is useful when you only want to share one or two boards with someone, but you don't want to give that person access to see all of your Main Boards. Guests are outside users such as contractors, clients, freelancers, lawyers, graphic designers, etc... Guests can only be invited to Shareable Board/s and as such, will NOT be able to view information on Main or Private Boards. Check out what guests can see and do on your account here

 

Important Note:  A guest must have a different email domain. If a guest has the same email domain as the original person that created the account, he/she will not be able to join as a guest 

  

Inviting a guest to your shareable board

Step 1 

To add a guest to your account, you need to create a Shareable Board first. Shareable Boards allow you to share projects and tasks with people outside of your team.

eeee.png


Step 2

Next, click on the people icon located on the top right of your shareable board. 

sub.pngA window will open, showing you the team subscribers on the board, and the guest list will be on the right side.

23.png

Step 3

Enter the email address of the person you want to add as a guest, and they will receive an email invitation to join just that board. Once a guest is added to a shareable board, you can add them to other shareable boards on the account. They will not be able to see the other shareable boards unless they are specifically invited to them.

 

Important Note:  A guest must have a different email domain. If a guest has the same email domain as the original person that created the account, he/she will not be able to join as a guest 

 

Useful Resources

Check out the following articles for more information about guests and pricing: 

 

 

If you have further questions about inviting guests, please feel free to contact our Customer Success Team! We're and here 24/7 happy to help :)