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Share a Project / Add Collaborators

Share your project and add collaborators to work together seamlessly.

Updated over 2 weeks ago

Overview

Projects serve as databases for Genesis apps and can also function as traditional collaborative workspaces for tasks, documents, and other content. Share them to collaborate with team members or give others access to your data.

When to Share a Project

Share individual projects when you need collaboration on specific data or content, rather than the entire app workspace. Here are a few scenarios:

  • You want team members to collaborate on specific database records.
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  • Others need to add or edit data in your Genesis app's database.
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  • You're working with traditional Taskade content (tasks, documents, mind maps).
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  • You need granular access control for different datasets.
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  • Team members only need access to specific information.

Invite Collaborators

You can invite an unlimited number of users to a project via email, or simply by copying an invite link. Follow these steps to get started:
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  • Open your Genesis app space.
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  • Click ☰ to see the contents of the app → choose a project in the left sidebar.

  • Click the 👤 Share button in the top right-hand corner.

  • Copy the invite link and share it via email, text, or any other way
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Share with Google Contacts

You can quickly share Taskade projects with your Google contacts.

  • Connect Google Contacts to Taskade:
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    1. Click your profile picture (top-right corner).
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    2. Select ⚙️ Settings from the drop-down list.
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    3. Move to the Connected Accounts tab at the top.
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    4. Click Connect in the Google Contacts tile.
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    5. Follow the instructions and click Allow in the last step.

  • Invite your Google contacts to projects:
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    1. Click the Share button in the top-right corner of a project.
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    2. Select Invite to project and go to the ✉️ Email tab.
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    3. Type an email or choose it from the list.
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    4. Choose source:
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      • Google Domain — all email contacts in a business domain.
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      • Google Contacts — Google contacts in your personal Google contacts.

Embed a Project

If you don't want to invite people to Taskade, you can still show your project to the world by embedding it on your website or blog with the ➕ Embed feature.

  1. Click the Share button again and select Invite to Project.
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  2. Open the < > Embed tab and click Copy.
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  3. Add the custom HTML code to your website or blog.

💡Note: The new embed menu lets you decide if the project will be embedded in light or dark mode. You can also set the width/height and hide branding.

Regenerate Link

You can quickly revoke access to any links you have shared by regenerating the shared link. This feature will create a fresh link to the Project. To regenerate a link:

  1. Click the Share button (see the first section) and select Invite to Project.
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  2. Click Regenerate Link in the 🔗 Invite Link tab.
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💡 Note: Regenerated links cannot be restored.

Publish a Project

Use a Public link when you want to share the project with users without access to comments and chat. Only the people with the link will be able to access the project.

  1. Click the Share button (see the first section) in the top-right corner of a project.
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  2. Select Invite to project and select the Public tab.
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  3. Enable the Share to web toggle.
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  4. (optional) Toggle Require password to protect the project.
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  5. Click Copy link and share it with other people.

Share a Project on Mobile

  1. Open a Project and click the three dots ( ··· ) in the top right-hand corner.
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  2. Select 📤 Share and choose an Editor or Viewer link.
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    • Alternatively, tap your profile picture in the top right-hand corner.
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    • Select 👤 Invite people and enter an email/Taskade username.

What happens if I send a user both the Edit and View link?

  • ✅ If the user has an account:
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    • The First link received will be the respective permission for the user.
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    • Eg: If they open the project with a Viewer link, they are now a viewer.
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    • Opening an Editor link will not change their editing privileges.
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  • ❌ If the user does not have an account:
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    • Opening the Editor link will give the guest permission to edit the project.
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    • Opening the Viewer link will allow guests to only view the project.

😊 Helpful Links

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