Yes. “Rebalance existing tasks” redistributes work immediately when the person accepts, which is the best choice when you are adding capacity. “Create new tasks” generates additional work items based on their role, which is better when adding a specialist for a new workstream. “Do nothing” leaves the project unchanged and is best when you want…
The Manage Team button is only visible to the Project Owner.
Invitations expire after 7 days. If the link has expired, open the Manage Team panel and resend the invitation by clicking Invite Collaborator again and entering the same email address.
Yes. Open the Manage Team panel, find the collaborator’s card, and use the Role dropdown to switch between Editor and Viewer for collaborators with a Team or Business account. Use the individual permission toggles to override specific defaults. Changes take effect immediately — no need to resend an invitation.
Click the Bulk (up to 10) tab in the Invite Collaborator panel. You can then enter up to five email addresses (on a Team account) and ten email addresses (on a Business account) and configure shared role settings for the batch. Each person receives an individual invitation email.
Yes. The Pending Access section at the bottom of the Manage Team panel lists team members who were added when the plan was created but have not yet been sent an invitation. Click the Click to Invite button next to each person to open the Invite Collaborator modal with their details pre-filled.
The invitation email is still sent. When the invitee clicks Accept Invitation they will be directed to create a Free Forever account before they can join the project. They do not need a paid plan.
