Users are the foundation of Taskbox, the same way they are in your business. Taskbox is designed to help you and your teams work better together. SO how do you add new people to start collaborating? It's easy and you can do it on your desktop, tablet or mobile phone.

On mobile

  1. Go to the mobile app dashboard

  2. Click on the + user icon in the top right

  3. Start by choosing the access you want your new user to have with role

  4. Add the users first name and last name

  5. Add an email address the user will have access to. This is where they will receive their invite.

  6. You can also add a job title and phone number for reference

  7. Click save

POW! Your new user will have an invite sent to their email address. All they need to do is set their password via this email and they can login to start planning, managing and completing work.

On desktop/tablet

  1. Click into the user section via the user icon in the bottom left

  2. Click on the + button in the top right

  3. Start by adding the users first name and last name

  4. Add the access you want your new user to have with role

  5. Add an email address the user will have access to. This is where they will receive their invite.

  6. You can also add a job title and phone number for reference

  7. Click create

Boom! Your new user will have an invite sent to their email address. All they need to do is set their password via this email and they can login to start planning, managing and completing work.

Want to know more about users?

Head over to the users section of our Feature Guide. Or speak to a member of the team via the chat icon in the bottom right.

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