Once you start using Infinity, it’s time to introduce your team to the tool and get the collaboration going.
After all, Infinity was created for teams (although it works perfectly for individuals as well), and you’ll need your team there to get the most out of this tool.
Before we get to the technical details of how you will actually invite your teammates to join the platform, first you might want to introduce your team to the idea of using Infinity.
Here are some tips on how you can do that:
Now that your team is prepared, it’s time for the exciting part—inviting them to join Infinity.
On the dashboard, you will be able to see your existing workspaces and boards, as well as add new ones.
Here’s the easiest way to invite your teammates to join a workspace:
Sometimes you’ll need specific team members working on specific boards. There are three ways you can invite a new team member to join a board.
1) You can add new members when creating a new board. Here’s how it works:
After you click on Create New Board, a new screen will appear where you will be able to add and customize board members. Here, you will see the current workspace members and you’ll be able to choose which ones you want to include in your new board.
Above the Members section, you will be able to either search for the existing members in your workspace or add new ones to the board. Once you choose which one you want to join your board, click continue.
2) You can also invite new members directly from the board. Here’s how to do it:
3) Finally, you can add team members from the Members section of your workspace. Here’s how:
If you need more assistance with onboarding your team, just give us a shout at firstname.lastname@example.org and we’ll provide you with a demo to help you get your team up and running in no time.