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Collaborate with Your Team

Good collaboration in Workboard comes from clear ownership and consistent project conventions.

1. Invite members

In your workspace:

  1. Open Members.
  2. Click Invite member.
  3. Send invitations to teammates.
  4. Track active and pending members in the members table.

2. Assign clear ownership

For each active task:

  • Assign one primary owner
  • Use due dates for time-sensitive work
  • Set priority to support tradeoff decisions

3. Standardize labels

Use labels to create a shared language across the team. Manage them at the workspace level in Settings -> Workspace -> Labels (see Manage workspace labels).

Examples:

  • Work type: bug, feature, chore
  • Domain: api, web, infra
  • Risk/impact: critical, customer-impact

4. Use views intentionally

  • Board for daily execution
  • List for compact review and cleanup
  • Backlog for planning and grooming

Switch views depending on the meeting or decision you are making.

5. Keep communication in the task

When scope, ownership, or timing changes, update the task directly so project history remains visible.

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