Tasks across workspaces

Connect two workspaces first

Who can use thisSuper Admins, and any role given this permission

Permissions you need

View tasksAssign tasks to others

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

You can assign a task to someone in another workspace only when the two workspaces are connected as partners. Connecting is done in the Connects module. This page shows the steps.

Before you start: your own workspace profile must be complete, and the other workspace must accept your request.

Open Connects, find the other workspace and open its page. Tap Connect.
A workspace's page in Connects
On this screen
- Follow and Connect – top right of the workspace's card.
- Overview and News Feed – tabs under the card.
- Company Details – industry, employees and followers.
If your own profile is incomplete, a list of missing details appears first.
Complete your workspace details
On this screen
- Still missing – Description, Jurisdiction, Contact person, role, email and phone, Address, City and Pin code.
- Complete Details – opens the workspace profile so you can fill them in. A Super Admin does this.
- Cancel – close.
Pick the connection type and fill in the request. Choose Partner.
Send Connection Request
On this screen
- Connecting to – the other workspace.
- Connection Type – Partner, Vendor, Distributor, Customer, Employee, Contractor, Investor, Advisor, Consultant, Reseller or Service Provider.
- Send Request – stays pale until everything required is filled.
Scroll down and add your Relationship Manager and Authorized Representative, with phone and designation.
The request filled in
On this screen
- Relationship Managers – at least one person from your team.
- Authorized Representative – who a contract is shared with and signed by.
- Phone and Designation – required for the representative.
- Share toggle – shares your Resources and Certifications with them once connected.
- Send Request – now blue.
On the other workspace, a Super Admin opens Connects → Pending → Received.
A request received
On this screen
- Pending tab – with a red count.
- Received and Sent – the two lists.
- The row – the requesting workspace, industry, the role Partner, and the status Pending.
- ⋯ – the menu with the actions.
Open ⋯ and choose Accept without contract, then add a relationship manager and tap Accept Request.
The accept menu
On this screen
- Accept without contract – connect straight away.
- Initiate Contract – start a contract first.
- Reject – decline the request.
The workspaces are now connected.
The Networks tab after connecting
On this screen
- Networks – now shows the partner, with Partner and Connected.
- Pending – back to zero.

Now you can assign a task to a partner.

Last updated 2026-10-23

Connect two workspaces first

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