Tasklytic
Workspaces, teams, and members
Set up a Tasklytic workspace, organize people into teams, invite colleagues, assign roles and capabilities, and configure workspace settings.
A workspace is the container for everything in Tasklytic — projects, tasks, goals, clients, and billing all belong to one. Inside it, teams group people and own projects, and members hold roles that decide what they can do. This page is mostly for admins.
Switching and creating workspaces
The workspace switcher sits at the top of the Tasklytic navigator. It lists every workspace you belong to and lets you create a new one. Switching workspaces changes the whole module: the URL becomes /dashboard/project-management/w/<workspace>/… and all sidebar content reloads for that workspace.
New workspaces start with the setup wizard described in First run.
Teams
Open Teams in the navigator. Each team card shows its privacy, member count, and a join action.
| Privacy | Who can see it | How people join |
|---|---|---|
| Public | Everyone in the workspace | Anyone can click Join |
| Private | Everyone in the workspace | Click Request to join; a team or workspace admin approves |
| Secret | Members only | Invitation by a team admin |
Join requests for private teams can be approved automatically — turn on that behavior in the team's settings. Pending requests appear for admins on the team page and as Team requests notifications in the inbox.
A team page has three tabs:
- Overview — members and recent activity.
- Projects — every project owned by the team, including pinned ones.
- Settings — name, icon, description, privacy, admins, and join-request handling.
Every project belongs to exactly one team. That team plus the project's own privacy setting determine who can see the work — see Projects and tasks.
Inviting people
Click Invite in the navigator footer, or open Settings → Members and invite from there. In the dialog:
- Enter one or more email addresses, separated by commas or new lines.
- Choose the role the invitees should receive — admin, member, or guest.
- Optionally add them straight to a team and include a note in the invitation.
- Click Send invites.
Each recipient gets its own result line: Email sent when delivery succeeded, or Queued locally when the workspace has no mail delivery connected yet. Invitations expire, and admins can revoke a pending one from the members table.
Invited people accept from the link in the invitation, which lands them on the accept-invite page and drops them into the workspace.
Roles and capabilities
Roles are set per workspace and changed from the members table.
| Role | Can view | Can edit work | Can administer |
|---|---|---|---|
| Admin | Yes | Yes | Yes — settings, members, roles, billing |
| Member | Yes | Yes | No |
| Guest | Yes | No | No |
On top of the role, admins grant capabilities to individual members for professional-services work:
| Capability | Unlocks |
|---|---|
| Submit | Submitting time entries, timesheets, and expense reports |
| Approve | Approving or rejecting submitted time and expenses |
| Billing | Generating invoices, locking timesheets, write-offs, reimbursements |
| Record payments | Recording and reversing payments against invoices |
| Trust | Recording trust deposits, withdrawals, and applications |
| Manage rates | Editing billing rates, rate cards, activity codes, and budgets |
Admins hold every capability implicitly. Approvers can also be assigned by routing — see Time and billing.
The members table
Settings → Members lists everyone in the workspace alongside pending invitations. From here you can change a member's role, remove members, and revoke invitations. The same table appears under Settings → Workspace → Members.
Selecting a person's name opens their profile page, which shows their work across the workspace.
Workspace settings
Settings in the section bar is the hub. It links to:
| Page | What it covers |
|---|---|
| Workspace | Name, domain, icon, members, plan and seats, security, and the danger zone |
| Members | Roles, removals, and invitations |
| Field library | Workspace-wide custom fields — see Projects and tasks |
| Forms | Intake forms — see Forms and rules |
| Billing controls | Rates, rate cards, activity codes, invoicing, budgets, and FX |
| Approvals | Time and expense approval policy and routing |
| AI teammates | Scheduled AI jobs — see AI assistant |
| Integrations | Status of connected providers |
| Billing inquiries | Upgrade and payment contact requests raised from the plan page |
Workspace tab
- General — rename the workspace, set an informational domain, pick an icon emoji, and (for admins) delete the workspace after typing its name to confirm.
- Members — the members table.
- Billing — current plan tier, seat usage against the seat limit, renewal date, and buttons to request an upgrade or a payment-method change. Those requests land in Billing inquiries for follow-up.
- Security — Allow public form sharing. When it's off, published intake forms require workspace sign-in instead of being open to the public.
Integrations
Settings → Integrations reports the live status of each supported provider: Google Drive import, Vertex receipt extraction, Gmail delivery, private GCS storage, and Stripe Connect client payments. Each shows Available, Reconnect required, or Not enabled, plus the last error if one occurred. Google connections are managed in the main CPAAutomation integrations page.
Note: Workspace-plan billing (your CPAAutomation subscription) is separate from client-payment integrations. Plan changes live under Workspace → Billing.
First run and starter content
A new workspace opens a five-step setup wizard: Welcome → About your team → Pick templates → Invite teammates → Finish. It's skippable and resumable, and on finish it provisions the starter projects you selected. Replay it any time from Settings → Onboarding.
Two more aids sit alongside it:
- Product tour — a guided, route-aware walkthrough covering the shell, projects, tasks, automation, planning, reporting, and the professional-services pages. Start it from Help in the navigator footer.
- Home checklist — inline prompts on the workspace home page for creating a project, adding a task, and inviting teammates.
Admins can also reset a workspace's contents from Settings → Workspace, which clears work data so you can start clean.