Any of these can be turned off if your organization doesn't use them. Only admins can change this, and the change applies to everyone in the workspace.

1. Click ⚙ Settings in the top right of the nav
2. Scroll down to the Features for this workspace section
3. Uncheck whichever features you don't need (Tasks, Budget, or Handoff)
4. Click Save changes at the bottom

The tab will disappear from the nav and the corresponding stats will vanish from the dashboard. Roles can't be turned off — they're the foundation of every workspace.

If you change your mind later, just turn the feature back on. Any data you'd entered is still there.

Two ways:

1. Share invite (easiest): Click 📧 Share invite on the dashboard or in Settings. This opens your email app with a pre-filled message containing the workspace name, join code, and instructions. Add recipients and hit send.
2. Share the code manually: The 6-character code is shown on your dashboard. Click Copy in Settings to copy it, then share it however you like — text, Slack, etc. Tell the person to go to the app, click Join with code, create their account, and enter the code.

Admins can do anything: add or delete any role, edit tasks and budget, manage settings, rotate the join code, and manage other members.

Members can:

• View everything in the workspace
• Add a role for themselves (tied to their own email — see "How does someone become able to edit their own role?")
• Edit roles assigned to them and their handoff notes
• Share invites and leave the workspace

Members cannot add or edit other people's roles, edit tasks or budget, change settings, rotate the join code, or remove other members.

The person who creates the workspace becomes the first admin automatically. Everyone who joins via code starts as a member.

The app matches members to roles by email address.

There are two paths:

1. An admin creates the role with the member's email. When that person signs up using the same email, the app recognizes them and lets them edit their role's responsibilities, recurring tasks, key contacts, links, and successor notes — plus their own handoff notes.
2. The member creates their own role. Members can click + Add my role on the Roles tab to create a role for themselves. The email is locked to their account email, so they automatically have edit access. The role title and other details are theirs to fill in.

Members can only edit roles where the email matches their own — they can't edit other people's roles. Admins can edit any role.

Only existing admins can promote others. Open ⚙ Settings → scroll to the People with access section. Each person has a Make admin button next to their name. Click it and confirm.

You can demote an admin back to member the same way (look for Demote). The system won't let you demote the last admin — there must always be at least one.

Before you click Leave workspace:

1. Open ⚙ Settings
2. In the People with access section, find your successor
3. Click Make admin next to their name
4. Now you can leave — the system will block you from leaving while you're the only admin if anyone else is in the workspace

You can also promote multiple people if you want a smoother transition (e.g., promote both the incoming chair and vice-chair before stepping back).

Handoff Hub doesn't store files directly — instead, it links to files stored in your team's existing tools (Google Drive, Dropbox, OneDrive, etc.). This keeps everything in one place and avoids version conflicts.

To attach a file:

1. Upload the file to your team's Google Drive (or wherever you normally store shared docs)
2. In Drive, right-click the file → Share → Copy link. Make sure the link is set so other team members can view.
3. In Handoff Hub, edit the role and paste the link into the Links to docs / files field
4. The link becomes clickable when viewing the role — click to open the file

You can paste multiple links, one per line.

At the end of your year/term, an admin can click + New year on the dashboard. This:

• Updates the workspace's year label
• Clears the assigned person, email, and successor notes from each role (the role itself stays)
• Deletes tasks marked Done; resets all other tasks to Not Started
• Resets spent to $0 on each budget item (categories and budgeted amounts stay)
• Keeps handoff notes, so incoming people can read what their predecessor wrote

It's a one-click reset for the new year while keeping your structure intact.

Open ⚙ Settings → expand Leave this workspace at the bottom → click Leave workspace. You'll lose access immediately. You can rejoin later if you have the code.

If you're the only admin and there are other members, you'll need to promote someone to admin first (see "I'm leaving the board" above).

If you can't log in: try the Forgot password? link on the sign-in page. If you used Google to sign up, click Continue with Google instead.

If you can log in but don't see your workspace: an admin may have removed you, or your account email may not match what's in the workspace. Reach out to a current admin and ask them to re-invite you with the join code.

Yes, especially if they shared the code widely or you're concerned about who else might have it. An admin opens ⚙ Settings → click Generate new next to the join code. The old code stops working immediately. Existing members keep their access — only the code changes.

Then share the new code with current members.

Yes. Use the workspace switcher in the top-left of the nav (the dropdown next to "Handoff Hub"). To add another, click + Add organization, then either create a new workspace or join one with a code. Your role (admin or member) is independent in each workspace.

Just open the link in any phone browser — Handoff Hub works the same on phones as on desktop. There's no app to download.

For faster access, you can save it to your home screen so it opens like a real app:

• iPhone (Safari): Tap the Share button at the bottom → scroll down → tap Add to Home Screen → tap Add.
• Android (Chrome): Tap the three-dot menu (top right) → tap Add to Home screen → tap Add.

Once added, the Handoff Hub icon lives on your home screen. Tap it and the app opens fullscreen with no browser bars in the way.

Tip: hover tooltips on tabs don't appear on phones (no hover state), but everything else works the same.