5.3 · Handover

Invite your client’s team to Humble

Problem

Without their own access, the client’s team can’t see or update their tasks. So you chase by email.

Steps

  1. Select Refer a friend in the menu.
  2. Add the email of each person who will carry on the work.
  3. Select Send invite. Humble emails them an invite in your name.
  4. 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.

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Recommended

Want to try it yourself first?

No setup project and no commitment. Use Humble with your next client and see whether having your people, notes and plan in one place makes the work easier to hold.