LFDLWQ: Hi, here I have a rare use case to see if it is allowed...
I have an agency that does not work directly with clients but with other agencies. I have months looking for a tool that allows me to have separate workspaces in which I assign a separate space or spaces to the agencies or they are free to create their own.
The idea is that they can't see each other's tasks and have total freedom to create their own workspaces/tasks, collaborate with their clients, etc.
And in turn, I have access to all of them so that they can either tag me within their own workspace or they can assign me tasks to a common workspace. Do you think I can create something similar if I buy the tier 3? Thanks
Dionis_Taskade
May 15, 2024A: Hello,
What I recommend doing is the following:
1. Create a workspace, this would act as your organization.
2. Inside that workspace you can create folders for each agency and invite them in. They will only have access to the folders you invite them to but you'll have access to them all.
From that point onward, each agency can create projects and only share specific projects with clients. The limitation here is that the agencies can't create additional nested folders, only projects.
You can always reach out for a demo of this setup, I'd be more than happy to show you a few options to best utilize the available tiers. :)
Let me know if you have additional questions!
Verified purchaser
Alternatively, you can create all the workspaces for the agencies yourself and invite them in. From there, the agencies can use folders for each client and create as many projects as needed inside them. In this case, the Tier 3 plan would work well.
Hope this helps!
Hi there,
Absolutely, and with the Tier-3 plan, you will have full flexibility to create unlimited Workspaces for other agencies that you work with. Once they are invited, you can set them as Workspace Admins, they will then be able to create unlimited Folders and Projects inside the Workspace, and also share it and invite their own clients as needed.
Share a Workspace: https://help.taskade.com/hc/en-us/articles/360042451654
Workspace vs Folder: https://help.taskade.com/hc/en-us/articles/360055670613
User Roles & Permissions: https://help.taskade.com/hc/en-us/articles/360043125094
Thanks
John