Join a team and switch workspaces

Accept an invite, then hop between your personal workspace and your teams from the profile menu.

Included with Plus, TrilliOne Business and TrilliOne Pro

Accept an invite

Open the invite email and click Open invite, then Accept & join. You’ll also find invites under Manage teams → Pending invites, and in your notifications. Make sure you’re signed in with the email address the invite was sent to.

Switch workspaces

Open the profile menu (your name, top right). Under Workspace, pick your personal workspace or a team. While you’re in a team, a colored strip at the top shows the team’s name and your role, with Switch to Personal.

Mine or everyone’s

In a team, lists and tickets have a Created by me / All team switch, so you can focus on your own items or see the whole team’s.

Desk, Trillitask and TrilliNotes each remember their own workspace, so switching in one doesn’t switch the others. Some personal things, like friends, Budget and texting the assistant, always use your personal workspace.