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How-To Guide

Setting Up Your Team

Invite teammates, set roles, share lists, and configure notifications for effective collaboration.

8 min read

Inviting team members

Go to Workspace Settings → Members → Invite. Enter the email addresses of your teammates (one per line or comma-separated). Each invite includes a link valid for 7 days. When they click it and sign up (or log in), they'll be added to your workspace automatically.

Roles and permissions

KnotDo has four workspace roles:
  • Owner — full access, billing management, can delete the workspace
  • Admin — full access to all lists and members, can't delete the workspace
  • Editor — can create, edit, and delete tasks and lists
  • Viewer — read-only access to all lists
Set a member's role in Workspace Settings → Members. You can change roles at any time.

Assigning tasks

Open any task and click the Assignee field — you'll see a list of all workspace members. Select one person. Assignees can filter any view to show only their tasks using the My Tasks button in the filter bar. They also receive a notification when assigned.

Sharing lists publicly

Any list can be shared with a unique read-only link — the recipient doesn't need a KnotDo account. In the list settings, toggle Public link on. Copy the link and share it. Viewers see the list in read-only mode and can't make changes.

Configuring notifications

In Account Settings → Notifications you can control which events trigger notifications:
  • Task assigned to you
  • Comment on a task you're watching
  • Task due soon (24h and 1h reminders)
  • Workspace member joined
Notifications appear in-app and can also be sent via email (toggle per-event in the settings panel).