כל השאלות

How can I invite members to collaborate on a project?

To invite members to participate in your project, you'll need an Excel sheet containing the contact information of all members. Once you've prepared this Excel sheet:

  1. Access the “Admin View”.
  2. Click on “Invite” under the “Manage Project” tab on the left side of the screen.
  3. Copy and paste the content of your Excel sheet into the text box titled “Upload members to your project.” For each contact, you will need a name and e-mail address.
  4. When you are ready to upload, click “Check My List“.
  5. If the first row of your Excel sheet includes the column names (e.g. “name”, “e-mail” etc.), check the corresponding box to indicate that this row contains headers.
  6. In the new window that appears, make sure that every field is associated with an appropriate title.
  7. When you’re ready, click on “Validate Data”.
  8. Now, an invitation to the new participants is generated automatically, with the option to edit.
  9. To add the new participants without sending them an invitation, click "Import Only". To add the new participants and send them a personalized invitation, click "Import & Send Invitations".
  10. Congratulations! The new participants have been invited to join the project.
ALL FAQ

How can I invite members to collaborate on a project?

To invite members to participate in your project, you'll need an Excel sheet containing the contact information of all members. Once you've prepared this Excel sheet:

  1. Access the “Admin View”.
  2. Click on “Invite” under the “Manage Project” tab on the left side of the screen.
  3. Copy and paste the content of your Excel sheet into the text box titled “Upload members to your project.” For each contact, you will need a name and e-mail address.
  4. When you are ready to upload, click “Check My List“.
  5. If the first row of your Excel sheet includes the column names (e.g. “name”, “e-mail” etc.), check the corresponding box to indicate that this row contains headers.
  6. In the new window that appears, make sure that every field is associated with an appropriate title.
  7. When you’re ready, click on “Validate Data”.
  8. Now, an invitation to the new participants is generated automatically, with the option to edit.
  9. To add the new participants without sending them an invitation, click "Import Only". To add the new participants and send them a personalized invitation, click "Import & Send Invitations".
  10. Congratulations! The new participants have been invited to join the project.