You can share public and private tasks and Docs with anyone in or outside your Workspace. If they don't have access to the task or the Workspace, they can request access.
You can also request and approve access to tasks from the mobile app! Currently, the mobile feature is only available for people in your Workspace.
Request access to a public or private task or Doc
When you make a task or Doc private, you can share it.
People in your Workspace must request access when a private item is shared with them. People outside your Workspace must request access to a public or private item.
Request access is an advanced permission available on all plans.
To request access to an item:
- Click the item link or paste it into a browser.
- If you're currently logged out, log in.
- If you do not have a ClickUp account, you'll need to sign up.
- When log-in or sign-up is complete, select Request access.
- When your request is approved, you'll receive two emails. One allows access to the Workspace, and one to the shared item.
- The request approval is also sent to your Inbox.
- To access the shared item, click the task link in your email or Inbox message.
Approve access to a task or Doc
Permission to approve a task or Doc depends on whether the recipient is in or outside the Workspace.
This table shows which user roles can approve requests by shared task or Doc and recipient type:
| Item type | The recipient is in the Workspace? | User roles that can approve the request |
|
Private task or Doc |
Yes | The item owner. |
| Private task or Doc | No |
Anyone in your Workspace with full permissions for the item and permissions to invite limited members and guests. The item owner. |
| Public task or Doc | Yes | The item owner. |
| Public task or Doc | No |
Anyone in your Workspace with permissions to invite limited members and guests. The item owner. |
To approve access to an item from a person in your Workspace:
- From your Inbox, click the notification for the access request.
- Select Approve.
To approve access to an item from a person outside your Workspace:
- From your Inbox, click the notification for the access request. Or from an open item, you can also click the waving hand icon to approve access.
- User access defaults to a limited member.
- To set a different user role or permission, do the following:
- Click the permission dropdown to the left of the Decline button.
- From the Invite as modal, select Guest, Team Member, or Limited Member.
- The access you choose gives the person a permission level for the entire Workspace.
- Select Approve.
Decline access to a task or Doc
To approve or decline access to an item from a person in your Workspace:
- From your Inbox, click the notification for the access request.
- Select Decline.
To decline access to a item from a person outside your Workspace:
- From your Inbox, click the notification for the access request. Or from an open item, you can also click the waving hand icon to decline access.