How-To2026-10-282 min read

Manage External Guests in Asana

Share only the projects or tasks an external guest needs and review their effective permissions. Guest status alone is not a substitute for careful sharing.

Step-by-step guide

01

Check access and scope

Your organization policies must allow the invitation. Check guest classification, project privacy and the scope of attached documents.

02

Choose collaboration scope

Create a minimal collaboration scope for the external work.

03

Audit task contents

Review project membership and sensitive task contents.

  • Worked example: A localization reviewer may need approved strings and feedback tasks but not the internal pricing research project. Share the review scope and verify attachments use compatible access rules.
04

Invite the guest

Invite the collaborator with the appropriate access.

05

Check guest access

Ask the guest to open required tasks and resources.

06

Close the engagement

Remove or adjust access when the engagement ends.

07

Verify the result

The guest can complete the agreed review without browsing unrelated work.

Common mistakes

Check the handoff edge case

An attachment may use broader sharing than the Asana task. Check its source system access before including it in external work.

Sources and verification

Based on product documentation checked on 2026-10-24. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

Frequently asked questions

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