Work with a Team

When two people need to work on the same job, start by choosing a team, then share the checklist with the people involved.

In this example, two people prepare a shop for opening.

1. Select the right team

Open the team switcher at the top of the left menu and choose the team for the shop.

If you do not have a team yet, an organization owner or administrator can create one.

2. Invite a teammate

1. Open the team's administration page.
2. Select Members.
3. Enter your teammate's email address and select Invite.
4. Once the person joins, review their role under Members if you manage the team.

Your teammate must accept the invitation before joining the team.

3. Create and share a checklist

Create a checklist named Shop opening. Add a few tasks, such as Unlock entrance, Check supplies, and Prepare counter.

Open the checklist's settings, then Manage Checklist Members. Add your teammate and choose their level of access.

Joining a team does not automatically give someone access to every private checklist. The checklist must also be shared with them or the team.

4. Assign a task

Open the Prepare counter task and find Assign in its details. Choose your teammate.

They can open the checklist and work on the tasks they have access to. Depending on their role, they may also be able to edit other checklist content.

Task assignments are available with Family and Pro. You also need the right permissions to share and assign tasks.

More help

• Manage team members and roles
• Manage checklist members and permissions
• Assign tasks to people
• Teams and sharing on mobile