Before You Begin

You will need to be an organization owner or admin to be able to add or remove members from your organization. If you are a member of multiple organizations, you can change which organization you are acting upon by selecting the organization name from the dropdown in the account panel that opens when you click your account icon in the top-right corner of your screen.

Invite Member to Organization

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click your account icon in the top-right corner of your screen.
  3. Click Manage. (If you want to choose a different organization, select it from the dropdown to the right of the organization name.)
  4. In the left sidebar, click Members.
  5. Click ADD MEMBER in the top-right corner of the Dashboard.
  6. Enter the email address of the person you wish to invite to your organization in the To: field.
    • You may invite multiple people at the same time.
  7. Optionally, enter a custom message to include in the invitation email.
  8. Optionally, check Organization Admin to add the member(s) with organization admin privileges.
  9. Click INVITE.

Invitation emails will be sent to all supplied email addresses. When each person clicks the link in the invitation email, they will be confirmed as a member of your organization. While waiting for each person to respond, you will see them in your members section with the status of Invited.

Remove Member from Organization

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click your account icon in the top-right corner of your screen.
  3. Click Manage. (If you want to choose a different organization, select it from the dropdown to the right of the organization name.)
  4. In the left sidebar, click Members.
  5. Find the member you wish to remove and click the vertical ellipsis in the top-right corner of their card.
  6. Click Remove From Organization.
  7. Click REMOVE.

The member has been removed from your organization.