Add and Manage Task Members

To manage members in a task, you must have the Owner or Editor role in the task's project, or be an Owner or Editor of your workspace. To manage members, go to the Info Sidebar #Members Tab by clicking on the task on the Tasks Page and then on the Members tab in the task's Info Sidebar.

From there, you can:

• Add members to the task;

• Remove members from the task;

• Invite new members;

• Set roles for members.

Add Members to a Task

• Navigate to the Tasks Page;

• Open task's Info Sidebar by clicking on the task you want to add members to;

• Open the Info Sidebar #Members Tab in the task's Info Sidebar;

• Click the + button to the right of the Members section;

• In the popup, select the members you want to add to the task, and then click the Add member button.

Remove Members from a Task

• Go to the Tasks Page;

• Open task's Info Sidebar by clicking on the task you want to remove members from;

• Open the Info Sidebar #Members Tab in the task's Info Sidebar;

• Right-click on the member you want to remove;

• Select Remove member from the context menu that appears.

Invite Members

You can invite new users directly to a task using the task invite link. Invited users will automatically join the task's chat, as well as the task's project and workspace.

• Navigate to the Tasks Page;

• Open task's Info Sidebar by clicking on the task you want to invite a member to;

• Open the Info Sidebar #Members Tab in the task's Info Sidebar;

• Click the Copy link button in the the Invite Link section;

• Send the copied link to the user you want to invite.

Set Roles for Members

• Go to the Tasks Page;

• Open task's Info Sidebar by clicking on the task in which you want to set member roles;

• Open the Info Sidebar #Members Tab in the task's Info Sidebar;

• Right-click on the member, or click on their current role name;

• Select the role you want to assign to the member.

Here you can read more about roles in Orchestra: User Roles