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 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 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 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 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 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