Invite team members to a Task
You can assign non project related tasks to people. When you assign a task to someone, the task will appear in their task list and they will be notified to Accept or Decline the Task invite.
You can assign a task to an email address of a person who doesn’t have a Cirkus account, and they will be invited to register with Cirkus in order to see the task.
Invite team members to an Organization
Invite people to your Organization when you need to collaborate with them often and you want to benefit from using the Organization advanced features which can be applied to your team when they belong to your Organization.
These are the advanced features that you can use with your team when they are added to your Organization:
- Task Templates (Custom task fields, and Custom Statuses)
- Project Templates
Click on the Members tab to invite the first member of your team.
Members can be invited with different permission profiles depending on the access they should have.
These are the three different profiles available:
-Administrators: Users will have full access to the Organizations projects and configuration.
-Members: Users can create new projects, and see and join all projects in the Organization.
-Limited: Users cannot create projects or see any project where they are not a member. They must be invited to participate in a project.
Click Done to add the member.
Invite team members to a project
Invite people to your projects directly when collaborating with people on punctual projects, when the use of the organization advanced features (listed above) is not relevant or you don´t want the person to have visibility on your organization details.
Once your project is created, double click on it to access the project details. From the members tab, invite the team members to join the project and collaborate.
You can invite people who are already in your Cirkus network, or you can invite new people to Cirkus by adding their e-mail address.
Invite team members from the iOS App
You can also invite people to your Tasks, Projects and Organizations from the iOS App.
To assign non project tasks to individuals or multiple people, tap on the "Assigned to" field in the "New Task" screen.
To assign a task to a someone who doesn´t have a Cirkus account, type their e-mail address in the ¨Search, or type an e-mail address to invite¨ area in the "Select Assignee" screen. Then tap on the email address to select it, and click "Done". They will be invited to register with Cirkus in order to see the task.
If you want to assign a task to multiple people, after tapping on the "Assign to" field, tap on the bottom option "Add Multiple Assignees".
To invite your team to a project, click on the project name to access the project details. Tap on ¨Members¨ and then on "People",where you can enter the e-mail address of the person to invite. Once you taped ¨Done¨ to add this person to the project, select a permission profile and role, if needed. for this person.
To know more about roles click here.
To invite a person to an Organization, tap on the name of the Organization to access the Organization details. Then tap on the "Members" tab and then on the "Add a New Member" option at the bottom of the screen. Enter the e-mail address of the person to invite, and select a permission profile and roles if needed. Finally, tap on "Done".