How to invite people to your ClickUp workspace

How to invite people to your ClickUp workspace

Overview:

Streamline your collaboration in ClickUp by mastering the art of inviting individuals to your workspace. Elevate your team's efficiency by seamlessly organizing and categorizing tasks. Enhance user experience and simplify navigation through the use of relevant invitations, ensuring straightforward access and identification. This guide offers a step-by-step process on inviting people to your ClickUp workspace, empowering you to optimize collaboration and clarity within the platform.

1. Navigate to your ClickUp workspace.

1 Click on "RecentYour rec..."

2. Find and click on the 'Invite' button.

2 Click on "Invite"

3. Type in the email address(es) of the person/people you wish to invite.

3 Click here

4. Click on 'Member' to specify user type.

4 Click on "Member"

5. Select the suitable user type from the dropdown.

5 Click on "Member"

6. Click 'Send invite' to issue the invitation.

6 Click on "Send invite"

7. Select 'Manage' to view your team.

7 Click on "Manage"

8. Success! You've just invited new member(s) to your workspace.

8 Click on "NPENDINGnithi..."

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker