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Nozbe use: The logic and secrets between sharing team and projects

Sharing projects and teams is one of the most confusing matters to our users.

Definitions

For safety please allow me to start with definitions. For some users this is not a secret as it can be read about on Nozbe Help Page. The matter, in fact, is so simple that it seems confusing to many and is related to Nozbe’s history.

Inviting someone to your Nozbe team DOES NOT mean inviting them to your projects. Statement seems logical enough, right? Well, it is like inviting a friend to a party. You invite him over, yet that does not mean automatically he will or should get involved in all conversations and activities going on at it.

So what’s the deal?

Once you invite someone to join your team… what happens?

  1. You see them on your “team members list”

  2. You pay for their access to the service BUT 3. you neither give them access to all your projects, nor you get access to all of their projects.

Once you share a project… what happens?

You grant them access to all data within that project but nothing else.

Recurring Tasks

Recurring tasks seem to be a constant source of confusion to many. Let me walk you through this option in Nozbe and provide a couple of extra hints. Definition Recurring task in Nozbe is an action that you do repeatedly at regular intervals. Full description thereof can be found at our Help Page. How to create one? Create a task either using the “+” icon or the “a” short-cut. You can then set the recurrence by using the hash parameter.

To comment, or not to comment. That is the question.

I believe everyone knows there are comments to tasks in Nozbe. Yet, it seems not all see a point in that. Therefore a question - to comment or not to comment - arises.

All about comments

Most of us are aware of the definition and the basic use as per instructions found on Nozbe Help Page. Their principal function is to facilitate communication on issues relevant to a given task within a team.

And that’s just great. Once your team gets disciplined about it, the function can replace emailing almost entirely and thus save much time.

Attachments that can be added to comments are a great way of speeding up your work and storing relevant reference materials in order to make everything clear.

You can also email tasks already with comments to Nozbe or add comments via email at later time.

That’s all great, you may say, but what is the point then of this post? Well… here it is:

Alternative uses of comments - notes

One of the most obvious secondary uses are simply notes. If you do not share the project with anyone, or even when you do, you might wish to add things to your own tasks.. in that case they become your notes.