Problem
Without their own access, the client’s team can’t see or update their tasks. So you chase by email.
Steps
- Select Refer a friend in the menu.
- Add the email of each person who will carry on the work.
- Select Send invite. Humble emails them an invite in your name.
- Once they are in, share the client home, the handover note and their tasks.
The invite uses the name in your profile. Inviting someone shares nothing: you still choose what they see.
Test Who at the client will open this work after you leave?
Result The client updates their own tasks, so you stop chasing.