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Sharing Categories

You can share any task category (and its subtree) with a team. Team members can then mount the shared category into their own task tree, track time against it, and see its entries in reports.

This is useful for organizations that want a consistent task structure across all members without requiring everyone to maintain their own copy.

Share modal

Sharing a category​

  1. Go to Organize (/organize).
  2. Find the task node you want to share and click the Share button on its row.
  3. In the share modal, choose the team to share with from the dropdown.
    • If the team doesn't exist yet, click Create new team to create it inline.
  4. Click Share. The team now appears in the "Shared with" list.

Only the owner of a category can share it.

Revoking a share​

  1. Open the share modal for the category (Share button on the task row).
  2. Click the remove (×) button next to the team you want to revoke.
  3. Confirm the prompt.

Team members who had the category mounted will see it marked as unavailable.

Receiving shared categories​

When someone shares a category with a team you belong to, it appears in the Shared with me section at the bottom of the Organize page.

See Receiving Shares for instructions on mounting and unmounting shared categories.