All Collections
Projects, Task Groups, Tasks
Creating and Managing Tasks
Sharing a Project, Task Group, Task, or Sub-Task with a User
Sharing a Project, Task Group, Task, or Sub-Task with a User

Sharing an item with a colleague

Leoni Keogh avatar
Written by Leoni Keogh
Updated over a week ago

You can share any Project, Task or other item with a user, with a comment. This notifies the user by email and in their notification centre, and works differently to adding a comment with an @ mention (link) as this action will NOT form part of the item’s indelible audit history.

To share an item in this way, click on the ‘three dots’ on the right-hand side of the item’s card or details page, and click ‘Share [Item]’. You then type in the comment, select the user(s) to share the item with, and click ‘Share’.

Did this answer your question?