In the past, you’ve had to add people to your entire team.
This is great, and we love the collaborative spirit, but it can cause a few problems such as:
- Developers: Do you really want nosy, unfamiliar eyes prowling around just to review a simple update?
- Marketers: Do you really want sales checking in to see how your collateral is progressing?
- Customer Service: You don’t want engineers to see how clients respond to bugs first hand…
- Sales: Do you really want your CEO to have unfettered access to your latest deal info?
- Finance: Heaven only knows a select few should have access here…
- HR: Well, this one’s obvious…
Okay, you get the picture. So even though you’re one organization, you could use a few fences around your work…but you still need to share tasks and projects.
You’d have to add people to your team and then quickly boot them out.
No more. We’ve removed that burden and made it even more frictionless.
We’ve completely revamped what Sharing and Privacy means in ClickUp.
This latest release means you’re in complete control of who sees what, what permissions they have, and who gets added to your team.
There are three main benefits to understand with sharing, permissions, and guests in ClickUp:
1. Collaboration with Guests
ClickUp now has guests. You can collaborate, share projects and tasks with those that aren’t ClickUp members. This is amazing for product teams working with vendors, or agencies serving clients and so much more.
Guest can be limited to only certain aspects of a Project or task!
What are Guests?
Guests are people that won’t have full access to ClickUp. Major differences from team members are:
- Guests don’t have access to Spaces
- Guests can’t create Spaces, Projects, or Lists
- Guests can’t see everyone on the team
Invite as many guests as you want on the free plan, but if you’d like to restrict their permissions, you’ll need to upgrade. With an upgraded plan you’re able to restrict guests to view, comment, or edit only access.
Pricing (In effect on 12/10)
Unlimited plans get 5 free Guests and 2 additional Guests every Member on the team. Additional Guests, will add a Member seat to your team – so for each Seat, you get one member plus one free Guest!
Business plans have been introduced for those teams that work with lots of external users. This plan is more beneficial if you need to add lots of Guests to your team. You’ll get 10 free Guests and 5 additional Guests for every Member on the team.
For more on roles (including guests, members and admin privileges, check out this help doc).
2. Enhanced Privacy and Sharing
With this new release, you’ll get better sharing of Projects, Lists and tasks to help your team member work on the Projects and tasks that matter specifically to them. This will help your team focus, get the work or details they need without sharing what they don’t need.
Previously, only Spaces could be shared with people. Now, we’ve extended that to Projects, Lists, and even tasks.
By default, an item will be “public” – meaning it’s shared with the parent task and anyone who has permissions.
- A public task, is shared with its parent List.
- A public List, is shared with its parent Project
- And a public Project, is shared with its parent Space
By making an item “private”, this means it isn’t shared with a parent anymore.
With both “public” and “private” items, you can invite people to participate.
You can invite Guests (people not on your team) and Members (people on your team).
Note: Free Forever plans don’t have the ability to set permissions.
Do you have sensitive information that you want locked down? Do you not completely trust that people you invite won’t mess something up? Or, maybe you just want some peace of mind when sharing.
These are the perfect cases to use permissions with different editing, commenting and view features.
Permissions can be set for everyone – including both Guests and Members. You can set permissions for both Public and Private items.
Here’s an overview of permissions.
Make the world more productive.
To recap, now you can share with anyone, customize privacy, set permissions, and add Guests to ClickUp.
With these tools, we hope to enable you to be more productive and eventually gain extra time in your life.