You can invite team members or import team members from an existing Hubstaff organization by following these steps:
Table of contents
- Inviting team members to your Hubstaff Tasks organization
- Invite members from your project on your dashboard
- Invite members from the project page
- Importing team members from your existing Hubstaff organization
Inviting team members to your Hubstaff Tasks organization
You can invite members to your Hubstaff Tasks organization by following the steps below.
Step 1
Click on the organization icon at the top right, and then select the Settings option.
Alternatively, you can directly click on the Settings option on the bottom left of your screen, from the Hubstaff Tasks homepage.
Step 2
Click on Invite members on the top right corner of the Members page.
A dialog box will appear. Fill in your team member’s email address then press Send.
If you are already a Hubstaff user and want to add your members from Hubstaff to Hubstaff Tasks then you can connect it by following this article Integrating Hubstaff with Hubstaff Tasks.
Invite members from your project on your dashboard
Step 1
Click on the […] icon on the top right corner of a project and then select Manage members.
Step 2
Enter the email address and click Send.
Invite members from the project page
Step 1
Click on the menu icon located at the top right corner of the page, then select Manage members.
Step 2
Then enter the email address and click Send.
Optional
You can also invite members to a project by clicking on the Add people link that’s located in the upper-left hand corner.
Import members from your existing Hubstaff organization
Step 1
Using any of the above methods to invite members, you will see a link underneath where you can enter your team member’s email address named link your existing Hubstaff organization.
Step 2
A dialog box will pop-up where you can select your Hubstaff organization. Select your organization from the drop-down then click Link.
Step 3
After clicking on the link button, click on Invite Members, then click on Import your team from other Hubstaff products.
Step 4
You will then be asked to select which team members from your linked Hubstaff organization you’d like to add to tasks from the dropdown. After selecting the team members from the drop-down, click on Import Members.
