Create and Manage a Team in MeisterTask

This feature is available to Pro and Business users

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

 


 

In this Article:

 


 

Video Tutorial

Take a look at this short, 4-minute tutorial to learn the basics of creating and managing your MeisterTask team.

 


 

What is a MeisterTask Team?

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.

 

Team administrators are able to:

 

  • Add, remove or disable team members 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 (i.e. departments)
  • Create a customized login domain for your team and customize MeisterTask's appearance to fit your brand. 
  • Enhance data security by allowing access to your Projects from only certain IP ranges, e.g. from your offices.

 

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

To form your MeisterTask Team, you'll first need to purchase licenses for your colleagues. All of your team's licenses must be purchased from the same account. To do this:

 

  1. Visit meisertask.com/pricing and decide whether you'd like to purchase Business or Pro licenses. Once you've decided, click Buy Now. 
  2. Select whether you'd like to be billed annually or monthly from the drop-down menu.
  3. Choose how many users you'd like to add to your team. 
  4. Click Continue and enter your billing address and payment information.
  5. Click Complete Order.

 

Once you've purchased licenses and created your team, you can view, edit and manage your team from the Accounts page. See below to learn more.

 


 

Add Team Members

Once you've purchased licenses and created your team, you can visit the accounts page to invite colleagues to join your team. To do this:

 

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account to access the accounts page.
  3. Click My Team on the left side of the accounts page.

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  4. Click Invite User to enter your colleague's email address and send an invitation.

    -or-
  5. Click Copy at the bottom of the page to copy an invitation link which you can send to your colleagues.

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Important

Users who already have their own paid subscription to MeisterTask CANNOT join your team.

 

If one of your colleagues already has a Pro or Business License, they will first have to downgrade to a basic account in order to accept your invitation.


 

Edit, Disable or Remove Members From Your Team

Once users have accepted your invitation and been added to your team, they will be listed in the My Team section of the Accounts page. From here, you can edit, disable or remove team members. To do this:

 

  1. Hover your mouse over a team member's name.
  2. Click the more options (...) icon which appears to the right of your team member's name.
  3. Select an option from the drop-down menu:

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  • Select Edit to change a team member's name, email address or password.
  • Select Disable to temporarily freeze a team member's account without completely removing them from your team.
  • Select Make Admin to assign administrator status to a team member.
  • Select Remove from team to permanently remove a colleague from your team. This will also free up one your licenses, which you can then give to another colleague.

 


 

Create Groups Within Your Team

Large organizations with dozens of team members will benefit from creating user groups to further organize their team. Use groups to quickly invite large teams into a project.

 

To create a group, click + Add Group on the My Team page.


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You can add users to groups by clicking and dragging their username into one of your groups.

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Tip

Create user groups for different departments, leadership groups, or sub-teams within your organization.


 

Customize MeisterTask's Appearance to Fit Your Brand

You can customize MeisterTask's branding appearance in the Branding section of the My Team page. Project administrators can choose to:

 

  • Display their organization's logo in the MeisterTask interface
  • Add a company name for their team
  • Create a customized login domain (e.g. YourCompany.MeisterTask.com)
    (Business Users Only)

 

 

To adjust branding options:

 

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account to access the accounts page.
  3. Click Settings under My Team on the left side of the accounts page.
  4. Click Branding.
  5. Enter your Team Name and Login Domain, then upload your Company Logo.
  6. Once you're finished, select Save Changes.

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Adjust Team Security Settings

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

 

  • Only allow access to company projects 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 adjust team security settings:

 

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account to access the accounts page.
  3. Click Settings under My Team on the left side of the accounts page.
  4. Adjust your security settings and select Save Changes when finished.

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Still having trouble?

Reach out to MeisterTask Support for help!