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TaskGuru Collaboration Guide

How to Invite Collaborators to Boards

Master TaskGuru's powerful collaboration system. Learn to invite team members.

Understanding Collaboration in TaskGuru

Collaborators are team members who can access and work on your boards. You can invite collaborators at any time, whether during board creation or after your board is already set up. TaskGuru offers multiple convenient ways to add team members across both desktop and mobile platforms.

Types of Collaboration Invitations

Direct Board Access

Invite collaborators directly to boards for immediate shared workspace access and team collaboration.

  • Instant board access
  • Team visibility
  • Shared workspace

Task-Level Invitations

Combine invitations with task assignments for context-aware collaboration and clear role definition.

  • Role clarity
  • Task context
  • Efficient onboarding

Cross-Platform Access

Seamless invitation experience across desktop and mobile platforms with synchronized collaboration.

  • Mobile optimization
  • Desktop features
  • Synchronized access

How to Invite Collaborators

1

Direct Board Invitation (Desktop)

  1. 1
    Locate the person_add on your board interface
  2. 2
    Click the person_add button
  3. 3
    Enter the collaborator's email address
  4. 4
    For existing collaborators, simply type their name
  5. 5
    Select from suggested list and send invitation
2

Task-Level Invitation (Desktop)

  1. 1
    Click on any task within your board
  2. 2
    Open the task detail view
  3. 3
    Click 'Assign Task'
  4. 4
    Click 'Invite Person' within the task interface
  5. 5
    Add collaborator's email or name
  6. 6
    This invites them to board AND assigns the task
3

Mobile Board Invitation

  1. 1
    Open the board you want to add collaborators to
  2. 2
    Look for the person_add button in the top right corner
  3. 3
    Tap the person_add button to open mobile dialog
  4. 4
    Enter collaborator details
  5. 5
    Send the invitation for instant access
4

Mobile Task Assignment Invitation

  1. 1
    Tap on any task within your board
  2. 2
    Access the task assignment options
  3. 3
    When allocating a task to someone new
  4. 4
    Invite new collaborators directly
  5. 5
    Board access and task assignment happen simultaneously

Visual Guide Summary

Complete walkthrough of inviting collaborators to TaskGuru boards

1. Locate and Click the Invite/Collaborator Button

Clicking the invite collaborator button

Accessing the invitation interface by clicking the collaborator button

2. Alternative: Invite Through Task—Click Assign Task

Inviting collaborators through task interface

Using task-level invitation to invite and assign simultaneously

3. Click Invite Person

Next step when clicking assign task

The interface after clicking assign task to invite collaborators

4. Enter Collaborator Email

Invite collaborator modal for entering email

Modal interface where you type the email address of the person to invite

Smart Collaboration Features

Smart Recognition System

TaskGuru automatically recognizes users you've worked with before, allowing name-based invitations instead of email addresses.

Dual-Purpose Invitations

Invite collaborators and assign tasks simultaneously for maximum efficiency and immediate context clarity.

Cross-Platform Features

Mobile Optimization: Touch-friendly invitation interface on mobile devices
Email & Name Entry: Flexible invitation methods for new and existing users

Best Practices for Team Collaboration

Timing Strategies

  • Add key team members during initial board setup
  • Invite additional members as project scope expands
  • Use task-level invitations for specialized contributors

Communication Excellence

  • Provide clear context about the board's purpose
  • Communicate role expectations upfront
  • Follow up on pending invitations promptly

Organization Management

  • Maintain consistent collaborator groups across related boards
  • Regularly review and update collaborator lists
  • Remove collaborators who no longer need access

Frequently Asked Questions

Can I invite collaborators to multiple boards at once?

Currently, invitations are sent per board. You'll need to invite collaborators to each board individually for proper access control.

What happens when I invite someone through a task?

They receive board access and are automatically assigned to that specific task, providing immediate context for their role.

Can collaborators invite other people to the board?

This depends on the permission settings you've configured for your board. Check your board settings to manage invitation permissions.

How do I know if someone has accepted my invitation?

You'll see them appear in your collaborators list once they accept the invitation. You can also check pending invitations in board settings.

What's the difference between email and name entry?

Use email for first-time collaborators or users not in your network. Use names for existing collaborators you've worked with before.

Can I set different permission levels for collaborators?

Yes, TaskGuru supports different collaboration permissions. Configure these in your board settings to control what collaborators can access and modify.

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