Create and manage a MeisterTask team

Only Team Admins can create and manage a MeisterTask Team


Form a Team in MeisterTask to more easily collaborate with your colleagues and manage your organization's licenses, user groups and billing.

This article describes how to create a MeisterTask team and invite or remove users. If you are a Pro or Business team administrator and would like to manage your team's subscriptions and licenses, visit our dedicated article here.

Mobile licenses

Users who have purchased their subscription via the App Store or Google Play Store will not be able to purchase additional licenses or create a team. If you are currently on a mobile subscription and wish to purchase additional licenses, reach out to Meister Support here.

What is a MeisterTask Team?

A MeisterTask team is a group of users who collaborate on projects within MeisterTask. The team structure allows the team to own projects, and allows team members to share projects, assign tasks, and manage permissions efficiently.

Even though users don't need to be part of a team in order to collaborate with others, forming a team in MeisterTask has many benefits, especially for businesses, schools, and other organizations. Learn more how to collaborate with others. 

 

Team administrators are able to:

  • Add, remove or deactivate team members' accounts as needed
  • Manage licenses and billing for all team members.
  • Create user groups within a team to quickly share projects with a specific set of colleagues (Business users only)
  • Create a customized login domain for your team and customize MeisterTask's appearance to fit your brand (Business users only).
  • Enhance data security by allowing access to your Projects from only certain IP ranges, e.g. from your offices (Business users only).

MeisterTask teams are unrelated to a project's roles and permissions.

If you are the administrator of your team's licenses, this does not automatically make you the administrator of projects created by your team.

Create a Team

MeisterTask Pro and Business users must purchase additional licenses before creating and/or expanding their team. Find out more here.
Basic users do not need to purchase additional licenses before creating and/or expanding their team.

 

You can create your MeisterTask team by inviting your colleagues to join via the My Team page. To do this:

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account from the drop-down menu. This will open the Accounts page.
  3. Click My Team on the left side of the accounts page.
  4. Click the Invite button.

    HC team invite_20250310.png

  5. In the next window, enter the e-mail addresses.
  6. Hit Enter or select the blue plus icon.
  7. Select which Meister Products you'd like to invite your new team members to use.

     

    • The pink M stand for MindMeister, a mind mapping tool.

    • The blue M stands for MeisterTask, a project management tool.

       

      For each tool (MeisterTask and MindMeister), you can select if the user should get editing access or not:

       

    • Select Content Manager to grant the user editing access. (Learn more)

    • Select No Access to prevent the team member from accessing the tool.

  8. Select Invite to send an e-mail invitation to each of your new colleagues. Once users have accepted your invitation, they will be immediately added to your team and gain access to all of your team projects.

HC team invite_20250210.png

Important

Users who already have their own paid subscription to a Meister product CANNOT join your team.

If one of your colleagues already has a paid license for a Meister product, they will first have to downgrade to a basic account in order to accept your invitation.

Adding New Users to a Paid (Pro or Business) Team


When team admins add a new user to their team, they'll receive an invoice notifying them that they have 7 days to complete the payment. If the payment is not received after these 7 days, the new user's account will be disabled. The rest of the team will remain active.

As soon as the invitees have accepted your invitation, they will be immediately added to your team. 

Create groups within your team

This feature is only available to Business users.

 

Creating user groups allows you to quickly share projects with a specific group of users within your team, e.g. for departments, regional offices, leadership groups or sub-teams within your organization.

To learn more about creating and managing user groups, visit our dedicated article here.

Adjust team security settings

This feature is only available to Business users.

 

Business team administrators can adjust team security options from the Settings section of the My Team page. Team Admins can:

  • Only allow access to your workspaces from certain IP ranges (e.g. from your offices)
  • Adjust who can join your team. Join by invitation only or allow all users from certain domains to be automatically approved.
  • Display users' full names instead of first names.

To learn more about adjusting your team's security settings, visit our dedicated article here.

What if my team is under-licensed?

This section only applies to Pro and Business teams.

 

If your team owns fewer licenses than it has team members (i.e. if you have 10 team members but only own 9 licenses), unlicensed users will not be able to use the product. The best way to remedy this issue is to purchase more licenses.

Otherwise, you'll need to make a decision as to which team members's accounts should be deactivated. Deactivating a team members' account will free up one of your licenses, which you can then assign to another user. 

Still Scrolling?

Ask your question in the Meister Community!

Was this article helpful?