ClickUp serves as a robust tool for managing projects, enabling teamwork and collaboration with both team members and external participants. Incorporating guests into your ClickUp environment is highly beneficial for exchanging details, delegating tasks, and acquiring insights from outside parties. This guide will show you how to add guests to your ClickUp space.
Step 1: Log in to Your ClickUp Account
To add guests to your ClickUp workspace, you need to log in to your account. If you don’t have an account yet, you can sign up for a free trial on the ClickUp website.
Step 2: Create a New Space or Project
Once you’re logged in, you need to create a new space or project where you want to add guests. Click on the “Create” button in the top left corner of your screen and select either “Space” or “Project” depending on your needs.
Step 3: Invite Guests to Your Space or Project
To invite guests to your space or project, click on the “Share” button in the top right corner of your screen. This will open a pop-up window where you can enter the email addresses of the guests you want to invite.
Step 4: Set Permissions for Guests
Once you’ve invited your guests, you need to set their permissions. Click on the “Permissions” button in the top right corner of your screen and select the appropriate role for each guest. You can choose from several roles, including “Guest,” “Member,” and “Admin.”
Step 5: Assign Tasks to Guests
Now that you’ve added guests to your ClickUp workspace, you can assign tasks to them. To do this, click on the “Tasks” tab in the left-hand menu and select the task you want to assign. Then, click on the “Assignee” field and select the guest you want to assign the task to.
Step 6: Share Information with Guests
Finally, you can share information with your guests by creating documents or spreadsheets in ClickUp. To do this, click on the “Docs” tab in the left-hand menu and select the document or spreadsheet you want to share. Then, click on the “Share” button in the top right corner of your screen and enter the email addresses of the guests you want to share the document with.
Conclusion
Adding guests to your ClickUp workspace can be a game-changer for collaboration and communication. By following these simple steps, you can easily invite external stakeholders to your projects and share information with them in real-time. With ClickUp’s powerful features and intuitive interface, managing your team and guests has never been easier.
