Collaborating with external stakeholders is easy in Workflow. You can invite guests to specific projects, granting them access to view, comment on, and edit tasks and files within the project. This article will guide you through the process of adding guests to an existing project.

Adding Guests to an Existing Project:

  1. Navigate to projects section in your Workflow dashboard and hover over the project you want to invite guests to.
  2. Click the settings (gear icon).
  3. In the popup, select “Members” from the toolbar.
  4. Invite guests by entering their email. People who you add who aren’t already members of your workspace will be added as guests.
  5. Guests will need to create a Workflow account to access the project.

Guests can only access the specific project they are invited to, ensuring that your other projects remain private.