Overview My stuff

Create and organize Assignment and access Views and filters Repeating tasks Templates

Create and organize Tasks and updates Sharing and access Templates and lifecycle

Setup and privacy Sidebar and lifecycle

Templates Relative dates Labels Statuses

Member management

Roles and permissions Guests Task and document visibility

Writing and collaboration Organize and actions

Find and manage

Posts and updates

Conversations and management

Overview

Understand who can join your workspace and what each person can access.

Plot controls access at three levels:

A workspace role controls workspace-wide actions.
An area role controls actions inside one area.
Visibility controls the audience for one task or document.

Guest seats give external collaborators limited access. Their area and direct shares define the work they can access.

Start with Roles and permissions, then review Guests and Visibility.

Statuses

Customize the status workflow for tasks in an area.

Roles and permissions

Compare workspace roles with area roles and manage each type of access.