If you’ve received a team invitation, it means a team administrator wants to add you to their shared workspace. 

Joining their team gives you access to shared projects, tasks, and collaboration tools. 

This article explains how to accept the invitation, what permission settings exist in a team, and how to get started with your first tasks and project.

Step 1: Accept the invitation to join the team

If you are invited by a Team Admin, you will receive an email with an invitation link. Only by accepting this invitation will you officially join the team.

How to accept the invitation:

1. Open the invitation email from MeisterTask.
2. Click on “Join team”.
3. Log in with your existing MeisterTask account or create a new one. Enter your full name.
4. Enter a new password.
5. Tick I agree to Terms and Privacy Policy.
   
   
    
6. Click Sign up.
7. Navigate to your email inbox.
8. Open the email with the subject "Activate your Meister account"
9. Click Activate account.
   
   
    
10. Click Join Team.
11. Tick I agree to Terms and Privacy Policy.
12. You are now automatically part of the team and will see the MeisterTask Home page. The Team Admin will receive an email confirmation that you have joined.
    
    

Overview of your role and seats

After registering, you will automatically receive a team role and product access from the administrator. These settings determine what you can do.

It is best to ask your Team Admin who sent the invitation which team role and product seat you have received.

Step 3: Joining projects independently

You can now join projects to collaborate on them.

What is a project?

A project in MeisterTask is a visual, digital board structured like a Kanban board. It consists of columns (e.g., “Open tasks,” “Tasks in progress,” “Completed tasks”) in which individual tasks can be created as cards and moved between columns using drag & drop.

What is a Team Project?

These projects were created by your team members. They are visible to all team members in the left sidebar. That is why they are called Team Projects.

You can view them at any time. To edit them, you must join the projects.

You can either join these projects yourself or be invited to join by someone else who manages the project.

How to join a Team Project:

1. Open the left sidebar.
2. Click on Projects.
3. You will now see all available team projects. Search for the desired project.
4. Click on Join.
   
   

There is another type of project: Private Projects. Private projects, however, are not visible to all team members. If you want to join a project that does not appear in the left sidebar, you must ask the user who manages the project to invite you to join. 

Step 4: Find your tasks

After you have joined the team, you may have already been assigned tasks. If this is the case, you will see your tasks in various places:

• On the Home page under “My tasks”
• Or in the task area (formerly known as the agenda)
• or directly in the respective project board

This way you can find all your tasks, regardless of which project they are in:

1. Click on Tasks in the left sidebar.
2. Click on My tasks at the top left.
3. Filter by My tasks to see only your tasks.
4. You can drag & drop your task to your personalized task area. Learn more.
5. You can click on the task to open it. 
   
   

Step 5: Start communicating and collaborating

Once you have access to projects, you can:

• Create new tasks
• Comment on and edit tasks
• Monitor tasks so you don't miss any updates
• Create new projects
• Create new notes
• Create reports