It’s very easy. Go to our Nozbe website and tap on the “Set up your team” button. First, you need to type your email address and password. Then add: your name, your team’s name, and verify your email address. After email verification, you will be able to log in to your Nozbe account.
Once you have your account, you can invite new users to your team in Nozbe.
To add a person to your team, tap on the “Add new team member” button in the left panel. Enter the email address and tap on “Next.” This person will receive an email invitation to your team.
To join it, they will have to set up new accounts, using a link from the email they will receive as an invitation from you.
You can send your new member an invitation by email or generate a unique invite link and send it to them.
Then they have to either click on the invitation link in the email or open the unique link in the browser. If they already have an account, they can log in to request joining the team.
If they don’t have it yet, they can sign up to create a new account and join the team.
Please, note that if a new team member used a code to join your team, you have to confirm their invitation status in your app. You can find all pending invitations right above the list of your favorite projects.
New users will automatically have access to all team projects unless they are limited access projects.
You can also invite other team members during sign-up. Just add their email address, and they will receive the invitations after you confirm your new account.
If you add new team members on your mobile phone, you can select contacts directly from your address book.
Please remember that if you add more than four users to your team, your Nozbe plan will be automatically changed to a trial plan. You won’t have to add any credit card details.
If you create your team on iOS or iPadOS, you can’t add more than four team members and start your trial plan that way. You can, however, add more once you are signed up.
Please remember that the invitation expires after seven days.
You can always remove someone from your team.
Go to your Team view, choose the person by clicking their name, and then get to their details using the three dots visible next to their name. You will see there an option “Remove from the team.” In the next window, tap on “Remove” to confirm your decision.
In the “Team” section, choose a person, and open their panel. There, you’ll see various options:
Promote to admin (or Remove admin status) - you see here the current role of this person in your team, and you can promote the selected user to an additional team admin or demote the team admin to a team user again
Remove from team - you can remove somebody from your team.
Groups - check which groups the user belongs to
Show all completed - you can view all the tasks completed by that person
Select tasks - you can select a few tasks at once and add some changes to them
Copy task list link - you can copy a link to that user’s task list
Favorite - mark the user as your favorite team member. Once you do it, the user will be displayed in the “Favorites” section in the left panel
If the user hasn’t activated the account yet, you can additionally set their name and description. That way, other team members know who they are even before joining the team.
As a team owner or admin, you can also manage your team members and divide them into various groups. It is a valuable feature that helps you manage your team. Please note that such groups are public, and creating a private group of team members isn’t possible.
If you want to create a new group, tap on the “All” button in the “Team” section in the left panel. Then tap on the “Groups” button -> “Create new group.” You need to type the group’s name in the new window and select the members you want to add. All is left to do is click on the “Create” button.
Even if the group is created, you can always change its members, rename it or delete it when you don’t need it anymore.
Hint: when you have a group of team members, you can mention it in the comment. That way, every member of that group will receive a notification. That’s useful, isn’t it?
One member can belong to several groups. So you can create any group you need and add your team members accordingly.
If you are the team owner or the admin and need to change your team’s name, you absolutely can.
Go to the “Team” section, tap on the “All” button to open the view, and then tap on three dots to change the team’s name. It’s that simple.
In Nozbe, you can own or join more than one team. You can cooperate with various companies, work with another organization or an agency, or need a distinct space for your personal and family stuff. Having more than one team helps you organize your work better and separate your work from personal commitments.
Use a plus button situated under your current team avatar on the left side. Here, you can choose whether to create a new team or join an existing one and follow the simple instructions.
Note that your request to join another team needs to be accepted by its owner or admin.
If you want to delete or leave one of your teams, tap on its avatar in the left panel, open Settings -> Advanced Settings -> Cancel Account, and choose the “I want to leave the team” option.
You can have one free team. If you want to create another one, it will be automatically changed to a trial team valid for seven days. After that trial expires, you will have to decide whether to purchase a Premium plan or remove one of your teams. If you don’t do that, the synchronization error will occur.
You can have as many Premium teams as you need but remember that every team means a separate subscription.
You can also join as many teams as you want. It doesn’t matter if they are free or premium ones.
If you own a team and you decide to close your account, you will close only these accounts in your team that don’t participate in other teams.
Leaving a team as its owner will transfer the ownership to the team admin or any team member if there are no admins.