Including a guest in ClickUp is an easy and effective method for working together with outside team members or customers on your tasks. As an active user of ClickUp, I have personally experienced the benefit of this feature in simplifying my work process and involving all relevant parties. In this article, I will walk you through the steps of adding a guest in ClickUp, and also provide some personal tips during the process.
Step 1: Accessing the Space Settings
To begin, navigate to the space where you want to add a guest. Once you’re in the desired space, click on the three dots icon located at the top right corner of the screen. From the dropdown menu, select “Space Settings”.
Step 2: Inviting the Guest
After accessing the space settings, you will be presented with a menu on the left-hand side of the screen. Look for the “Members” tab and click on it. This will bring up a list of all the current members of the space.
At the top right corner of the “Members” tab, you will see a button labeled “Invite”. Click on it to initiate the guest invitation process.
Step 3: Adding Guest Details
A modal window will appear, prompting you to enter the guest’s email address and name. Fill in the necessary information and ensure that the email address is accurate, as this is where the guest invitation will be sent.
Additionally, you have the option to customize the permission level for the guest. ClickUp offers three permission levels: “Commenter”, “Member”, and “Admin”. Choose the appropriate level based on the guest’s role and the level of access you want them to have within the space.
Step 4: Sending the Invitation
Once you have entered the guest’s information and selected the appropriate permission level, click on the “Send” button to send the invitation. The guest will receive an email with a link to join the space as a guest.
It’s worth mentioning that guests in ClickUp have limited access compared to regular members. They can view tasks, comments, and attachments, but they cannot create or edit any content within the space.
Personal Touch: Collaboration Made Easy
As someone who frequently collaborates with external partners, I have found the guest feature in ClickUp to be a game-changer. It allows me to seamlessly involve clients, contractors, and other stakeholders in my projects without the need for additional tools or platforms.
The ability to customize permission levels gives me full control over what guests can see and do within the space. This ensures that sensitive information remains secure while still enabling effective collaboration.
In Conclusion
Adding a guest in ClickUp is a straightforward process that enhances collaboration and keeps everyone involved in your projects. By following the simple steps outlined in this article, you can easily invite guests to your ClickUp spaces and enjoy the benefits of streamlined communication and collaboration.