Tasks across workspaces

How to assign a task to a partner workspace

Who can use thisMembers and Super Admins

Permissions you need

View tasksCreate tasksAssign tasks to others

Set by your workspace admin. If you cannot do this, ask them for access.

Once two workspaces are connected as partners, you can give a task to someone in the other workspace. The task is marked External on both sides.

Start Assign to someone else as usual. On the Assignee step, open the Assign from list.
The Assign from list
On this screen
- My workspace – your own people.
- Partner workspaces – each connected partner, with its type and member count (for example Partner · 4 members).
- Search – type to find a workspace.
Choose the partner workspace. Its members are listed.
Members of the partner workspace
On this screen
- Heading – says whose people you are choosing from, and that their capacity is managed in their own workspace.
- Members – each with their workspace shown.
- Capacity note – under each name, a line says their capacity is managed in their own workspace. No free-hours figure is shown, and no capacity check is made.
Pick a person and go on to Review & Send. It reads Send this proposal to the partner workspace.
Review a task for a partner
On this screen
- Title line – Send this proposal to and the partner's name.
- Task overview – title, description, category, priority and visibility.
- Assigned to – the person, with a label such as Comfortable.
- Send Proposal – sends it.
In your Inbox the thread shows an External badge.
A task proposed to a partner
On this screen
- You assigned this to – the person, with External · partner name.
- Proposed · Awaiting their reply – waiting for them.
- Respond by – a countdown.
- Withdraw – pulls it back.
The person receives it in their own workspace. They answer exactly as for any task.
A partner's task as the receiver sees it
On this screen
- External · partner name – tells them it came from another workspace.
- Proposed · Your move and Respond by – the same flow as an ordinary task.
- Your workload – their own load before and after.
- Accept, Negotiate, Decline – the same choices.

After acceptance the task runs through the same steps as any other: accept and schedule, start and complete, then confirm.

Good to know

Only connected, accepted partners appear in the list.
The task lives in the partner's workspace, so it counts toward their capacity.

Last updated 2026-10-23

How to assign a task to a partner workspace

Good to know

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