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Invite your team

Invite teammates so the team can plan work together, see progress, and share updates from the same workspace.

Workspace owners can invite people by email from Members. When Slack is connected, invitations can also be delivered in Slack.

Invite your team

Invite members

Invite from the team when the person already belongs to a team. That gives them workspace access and the right team role in one flow, so they land where planning, standups, boards, and updates already happen.

Go to Members when someone should join at the workspace level first, or when you are assigning a workspace role such as owner, admin, or member.

Pending invites are tracked by status: pending, accepted, or declined. You can resend or revoke any invite that has not been accepted.

Add people to teams

Teams group people around the way work actually happens. Add members to teams when boards, standups, recaps, and insights should use the same group.

Team roles are separate from workspace roles. Roles explains the full workspace and team access model.

After inviting

Have new members connect the apps that affect their work so attribution, recaps, and standups are accurate.

After people join, make sure they are on the right team, then plan today's work from the first initiative and connected activity.

Frequently asked questions


PreviousCreate your first initiativeNextPlan today's work

Create your first initiative

Turn a project, feature, or customer request into a trackable initiative before it reaches execution.

Getting started

Create a workspace, connect apps like GitHub, Linear, Jira, Slack, or Google Calendar, then start with one initiative.

Plan today's work

Review the Daily recap and Board before the day starts.

Set up integrations

Add integrations for apps that hold code, issues, meetings, and team communication.

  • Invite members
  • Add people to teams
  • After inviting
  • Frequently asked questions
  • Back to top