• Share projects and tasks

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When you share your projects/tasks, you allow external users to be on the same page as you. It avoids misunderstandings, simplifies communication, and allows you to become a more coordinated company as you get the right information to the right people.

Share projects and tasks

To share a project, go to Manage ‣ Share.

To share a task, open it and click on Action ‣ Share. Choose an existing Recipient(s) or create it on the fly.

The recipient receives an email saying that he has been invited to access a document. In the example below, a project was shared. When the user opens it, he sees the settings of that project and can access its tasks, for example.