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Invite from task tracker

After importing Issues from a connected task tracker, invite assigned users who aren't on the Board yet. This enables collaborative prioritization where everyone working on the backlog sees top priorities and understands how decisions are made.

Invite notification

When you import Issues with assignees who aren't Board Users, a banner appears suggesting you invite them.

  1. Click Invite in the notification banner.

    Notification banner with Invite button
  2. Click Invite again on the confirmation prompt.

    Invite confirmation prompt

The invitation popup opens, showing the number of users working on the backlog compared to current Board Users.

Invitation popup overview User statistics in invitation popup

Select users to invite

Scroll to the bottom of the popup to see all users who need invitations. Select the users you want to invite.

Select users to invite

Assign roles

Each invited user needs a role (Admin, Member, or Viewer). Roles determine permissions for Board actions.

Assign roles to users

Bulk invite

To invite multiple users at once:

  1. Click Select All.

    Select All button
  2. Choose a role to assign to all selected users.

    Assign role to all selected users

Send invitations

Click Send Invite to send all invitations.

Send Invite button

Sent invitations appear under Pending in Users settings until recipients respond.

Pending invitations in Users settings
Last updated: Last week