The Task | Documentation

Organizations & Teams

Organizations are the foundation of The Task. Each organization has its own projects, tickets, and team members, with complete data isolation between organizations.

Understanding Organizations

An organization represents a company, client, or team workspace. Key concepts:

  • Data Isolation — Each organization's data is completely separate
  • Multiple Memberships — Users can belong to multiple organizations
  • Role-Based Access — Each user has a specific role within each organization
  • Easy Switching — Switch between organizations from the sidebar

Creating an Organization

During Registration

When you first register, an organization is automatically created:

  1. 1. Go to the registration page
  2. 2. Enter your organization name
  3. 3. Complete the registration
  4. 4. You become the organization administrator

Creating Additional Organizations

Already have an account? You can create more organizations:

  1. 1. Log out of your current session
  2. 2. Go to the registration page
  3. 3. Use your existing email and current password
  4. 4. Enter the new organization name
  5. 5. You'll be added as an admin to the new organization

Important: You must use your correct password when creating a new organization with an existing email. This ensures only account owners can create organizations under their account.

Switching Between Organizations

If you belong to multiple organizations, you can switch between them:

  1. 1. Look for the organization dropdown in the sidebar (below the logo)
  2. 2. Click on the dropdown to see all your organizations
  3. 3. Select the organization you want to switch to
  4. 4. The page will refresh with the new organization's data

Managing Team Members

Inviting Team Members

Administrators can invite new team members:

  1. 1. Go to Settings → Team Members in the sidebar
  2. 2. Click the Add User button
  3. 3. Enter the team member's name and email
  4. 4. Set a temporary password for them
  5. 5. Choose their role (Admin, Manager, or Client)
  6. 6. Click Add User

Changing User Roles

To change a team member's role:

  1. 1. Go to Settings → Team Members
  2. 2. Find the user in the list
  3. 3. Use the role dropdown to select a new role
  4. 4. The change takes effect immediately

Removing Team Members

To remove a team member from the organization:

  1. 1. Go to Settings → Team Members
  2. 2. Find the user you want to remove
  3. 3. Click the trash icon
  4. 4. Confirm the removal

Note: Removing a user from an organization doesn't delete their account. They'll still have access to other organizations they belong to.

Organization Settings

Administrators can manage organization settings:

  1. 1. Go to Settings → Organization in the sidebar
  2. 2. Update the organization name
  3. 3. Configure other organization-wide settings
  4. 4. Save your changes

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