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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

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 (like a client or temporary employee).


Step 2

Once you have added a shareable board, you can invite a guest by going to the shareable board you want them to see and clicking on "Guests & Subscribers."
A window will open, showing you the team subscribers on the board, and the guest list will be on the right side.

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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.

How many boards can I share with my guests?

There are two types of guests:

  • single board guests
  • multi board guests. 

Single-board guests

Single board guests are guests that have been added to only one shareable board. On the Standard plan, you can invite up to 3 single board guests for free. The 4th single board guest will count as a billed team member. On the Pro and Enterprise plans, you can invite unlimited amount of single board guests. 

Multi-board guests

Multi-board guests are guests that have been invited to more than one shareable board. A multi-board guest counts as a billed team member. 

For more information about our guests pricing check out this article. 

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

Limitations

There is a daily limit of invites you can send. The amount is calculated as "maximum users allowed in your account * 3. This means that for example, if you have purchased the 10 users package and need to grow your team, you can invite 10*3=30 users or guests per day. 

In case you need to invite more users than your limit urgently, please reach out to us at [email protected]

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