Invite external collaborators

Invite external collaborators in Asana — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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We need the agency creative director and two brand reviewers added to the project by Tuesday so…
We need the agency creative director and two brand reviewers added to the project by Tuesday so they can comment on drafts. Invite external collaborators with viewer-plus-comment rights, ensure they cannot change assignments or dates, add a note about confidentiality, and include steps for them to request edit access if needed.

Improve — make it easier to accept

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Before I send invitations to the agency, make the invite frictionless: draft a short welcome that…
Before I send invitations to the agency, make the invite frictionless: draft a short welcome that explains expected actions, surface the files and threads they must review, show how to request temporary edit rights, and flag any internal tasks we should hide from external eyes.

Decide — diagnose the stuck moment

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Agency reviewers accepted the invite but report empty project view. I don’t know whether I missed a…

I sent invites and the agency can't see the draft assets.

Agency reviewers accepted the invite but report empty project view. I don’t know whether I missed a permissions checkbox or attached files in a private folder. What two checks will diagnose the problem fastest, and what wording gets them back in the workspace within 30 minutes while keeping our confidential folders hidden?

Become — change the pattern

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Onboarding external collaborators repeatedly causes access errors or accidental exposure because we…

Every time we add vendors they lose access or see too much.

Onboarding external collaborators repeatedly causes access errors or accidental exposure because we rush invites and forget folder restrictions. Which one habit cut mistakes most: a pre-invite checklist, a canned invite template, or a separate external review workspace? Recommend the habit and provide a short checklist to use every time we invite outside reviewers.

Next to this one

Other work management work people do in Asana.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.