3 min readUpdated August 20, 2026

Invite people and keep access organized

Use QR invites, join approvals, and member roles to get people into the board quickly without losing control.

Share the board with QR invites

Every board can generate a QR invite. This is the easiest way to get groups into QuicklyTask when some people are joining from a printed handout, a projector, a group chat, or an in-person meeting.

QR invites work especially well for events and volunteer teams because they remove the usual friction of copying links, searching for the right app, or asking where to sign up.

  • Open the board invite tools and generate the QR code
  • Share it in person, in slides, or inside your group chat
  • Ask members to join the exact board they need, not a general workspace first

Approve requests instead of opening the board to everyone

Join approvals let the board stay private while still making onboarding fast. People request access, and an owner or admin accepts them when ready.

This matters most when the board contains vendor details, budgets, client files, or internal notes that should not be visible to every person immediately.

  • Review pending join requests regularly
  • Decline duplicates so the member list stays clean
  • Approve people with the lowest role that still lets them do their job

Choose the right role for each person

Use Owner for the person accountable for the board, Admin for trusted coordinators, Member for people actively doing work, and Viewer for clients, sponsors, or family who only need visibility.

Good role discipline keeps the board calmer. Fewer accidental edits means less cleanup and more confidence for everyone.

  • Owner: final control over board settings and membership
  • Admin: helps manage work and people
  • Member: updates tasks, comments, and files
  • Viewer: tracks progress without changing the plan
Tip: When in doubt, start someone as a Viewer and upgrade them after they need more access.

Ready to plan your next big thing?

Create your first board in under a minute — invite the team with a QR code and watch every task move forward in one place.