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Sharing Projects

Share entire projects with your team to collaborate on tasks, notes, and progress.

How to Share

  1. Open a project
  2. Click the Share button
  3. A popover appears with:
    • Owner at the top
    • Current members with their permission level
    • Available workspace members ready to invite

Permission Levels

PermissionWhat they can do
Can editFull access to project tasks, notes, and sections
Can viewRead-only access to project contents

Managing Members

  • Search for workspace members by name
  • Toggle permissions between edit and view access
  • Remove members — when removing a member who created content (notes or tasks) in the project, ownership transfers to the project owner

Project Sidebar Organization

Projects are organized in the sidebar as:

  • My Projects — projects you own
  • Shared with Me — projects others have shared with you

A badge indicator shows the sharing status of each project.