Invite someone to your team
Invite someone to a team before sharing team checklists or assigning tasks to them. Joining the team does not automatically give them access to every checklist.
Send an invitation
- Select the team you want to manage.
- Open People & Sharing.
- Choose Invite someone.
- Enter the person's email address and select Send invite.
Use an email address the person can access. Checklist catches invalid addresses and prevents another invitation if the person is already in the team or has a pending invitation.
The invitation remains pending until the person accepts it or a team manager cancels it. If you reach the invitation limit, wait before trying again or review the invitations that are still pending.
You need an internet connection to send or cancel an invitation.
Give access to a checklist
After the person joins, open Checklist Members and add them to the checklist they need. You can also share a checklist with the whole team when that is appropriate.
For an employee onboarding checklist, invite the people in HR and IT and the employee's manager before sharing the checklist or assigning onboarding steps.
Related help
Frequently Asked Questions
Why does the app say this person already exists?
Look under members, guests, and pending invitations. You may only need to add them to a checklist rather than invite them again.
Can I undo an invitation?
Yes, an authorized team manager can cancel a pending invitation before it is accepted.