Give everyone one place to see what needs doing and who is doing it. A small shared project works well for a trip, a household list or a team handoff.
1. Share one project
- Open the project you want to share, such as Weekend trip.
- Open its sharing options.
- Invite someone by email, or create a public invitation link to send to the people joining.
- Ask them to accept the invitation and open the project.
Only the person sharing a project needs Tasks Plus; invited collaborators can join without buying their own subscription.
View full size (opens in a new tab)↗
The collaboration guide covers project setup and invitations.
2. Give the next action an owner
Open Book the hotel, choose the person handling it in the Collaborators field, and save. The field may have a custom name such as Assignee.
For a simple split, one person owns Book the hotel and another owns Buy train tickets. The task title says what to do; the assignee says who will do it.
View full size (opens in a new tab)↗
3. Put the decision on the task
Add a comment such as Choose the refundable room; arrival is around 6 pm. When the booking is confirmed, attach the confirmation so everyone can find it on the same task.
- Task: Book the hotelA clear action everyone can recognise.
- Owner: the person bookingOne person knows they are handling the next move.
- Comment + confirmationThe room decision and booking file stay beside the action.
4. Keep the status clear
Choose a few stages everyone understands, such as To do, In progress and Done. Move the task when the work changes, and mark it complete once the booking is confirmed.
Before you add more tasks, have a collaborator open the example. They should be able to find their action, its discussion and the current file.
Explore all 10 related features
Browse the related features below for more detail.
Invite by email
Share a project with a specific person.
Invite by public link
Let someone join from a shareable project link.
Task assignments
Give shared work a clear owner.
Task comments
Discuss the work beside the task.
Edit comments
Correct or update a comment after posting.
Copy comments
Copy comment text from its action menu.
Shared files
Keep project attachments with the task for collaborators.
Invite management
Review and accept project invitations.
Free collaborator access
Only the person sharing a project needs Tasks Plus.
Shared workflow structure
Everyone in a project works with the same statuses and fields.