Guests are able to use many of ClickUp's personal productivity tools like Home, Favorites, and customized notification settings!

What you'll need

• Guests can be invited to any Workspace on any ClickUp Plan

• Guests will have limited access to features and items in a Workspace

Navigate using the Sidebar

In the Sidebar, guests can only view the Folders, Lists, and tasks that they've been invited to access. They won't see Spaces, because guests don't have access to Spaces.

Guests can use the following Sidebar features:

• Search: Search for tasks, Lists, and Folders that you've been given access to

• Home: Guests can use the features available in Home to manage their work.

• Notifications: Access notifications based on activity in the Workspace that match your notifications settings

• Goals: Guests can see the individual Goals they've been invited to view or edit

• Favorites: Use and pin Favorites

• Shared with me: Access the Folders, Lists, or tasks that have been shared with them

• Dashboards: View the Dashboards that have been specifically shared with them

• Docs: Use Docs Home to find Docs that have been shared with them

Collaborate using Shared with me

Guests can find all Folders, Lists, and tasks that have been shared with them by expanding the Shared with me section of the Sidebar.

View and Restore deleted items from Trash

As a guest, if you have full access to a task, Doc, List, or Folder you can delete it and send it to the Trash.

Access Trash

You can access the Trash from your personal avatar menu in the lower-left corner by clicking Trash.

Find items in the Trash

You can browse the Trash or use the search and filter features to find specific items you deleted.

Restore items from the Trash

To restore a delete item, click the ellipsis ... icon on the far right and click Restore.

Note: Items in the Trash will be automatically and permanently deleted after 30 days.

Updated October 08, 2022 02:14