Briefmatic makes it super easy for busy operations experts to stay on top of all their own tasks but what happens when they need to work alongside their team, their clients or partners and can't just hand things off and forget about them (who can though right?).
That's where Shared Workspaces come in. A Workspace gives you and your "team" a dedicated space to manage tasks together, with full visibility into what everyone is working on, what's been completed, and what still needs attention, all in one place.
The best part is "Team" can be anyone you choose. You decide who can access your workspace and you set their access privileges, keeping you firmly in control.
Follow these steps to create, configure, and collaborate in a Shared Workspace in Briefmatic.
Step 1 - Log in to your Briefmatic account
Step 2 - Create a New Workspace
From your main dashboard, click on your main Workspaces name in the left-hand sidebar, then select + Add Workspace.
Give your Workspace a name (for example, "Marketing Team" or "Q3 Product Launch"). Click Create Workspace to continue.
Step 3 - Invite Your Team Members
Once your Workspace is created, hover of the label and click the button to share the workspace. Enter the email addresses of the people you'd like to invite, set their access rights and click Send Invites.
If an invitee is already a Briefmatic user, they'll receive an email and an in-app notification and the Workspace will appear in their sidebar straight away.
If they're not yet a Briefmatic user, we'll send them an email invitation prompting them to create an account so they can join the Workspace and collaborate with you.
Invited members will show as Pending until they accept. Once accepted, their avatar will appear in the Members panel and they'll have full access to the Workspace.
Follow this process to add and remove users or change user access rights.
Step 4 - Add Tasks to the Workspace
Inside your Workspace, click + Add Task to start building your shared task list. Fill in the task details, title, description, due date, and priority, just as you would with a personal task.
To assign a task to a specific team member, click the Assigned To field and select their name from the dropdown list of Workspace members. Assigned tasks will automatically appear in that person's personal To Do list, and they'll receive a short notification to let them know.
You can use the Teams tab to view and track tasks you've assigned to others.
Step 5 - Track Progress Across the Team
In the Workspace task list, you'll see each task's current status, who created it, and who it's assigned to, giving you a clear, at-a-glance picture of where everything stands.
Step 6 - Complete, Reassign, or Comment on Tasks
When a task is done, the assignee can mark it as Done to remove it from their To Do list.
If a task needs to be handed to someone else, open the task detail view, update the Assigned To field, and the new assignee will be notified automatically. The task will be removed from the previous assignee's list.
You can also use the Comments section within each task to leave updates, ask questions, or flag blockers — keeping all the relevant context in one place rather than scattered across emails or messages.
Have questions or need help? Reach out to our support team or visit the Briefmatic