How do I…

Move your projects in

Your AI app can bring projects over from Asana, ClickUp, monday.com, Notion, Linear, Jira and more, with sections, tasks, subtasks, statuses, dates, comments and docs. Files stay where they are and come over as links. Nothing in the old app changes. It's free on Essential, Pro and the 7-day trial.

1. Add Meldstead to your AI app (Claude, ChatGPT, Codex, Cursor, VS Code or any app that supports connectors). The steps are on the AI connector page.
2. Connect the app you use now in the same AI app.
3. Ask: “Move my Asana projects to Meldstead.”
4. Follow along in Meldstead: Settings → Move from another app → Move my work shows each project as it arrives.

Connectors usually need a paid plan in Claude and ChatGPT. No AI app? Export a CSV or JSON file from your old app and use Settings → Import & export → Import.

Invite a client or teammate

1. Open the project and choose Invite (the person icon in the header).
2. Type their email to send an invitation, or leave it blank for a reusable link.
3. Pick the role: a viewer can view and comment for free; a contributor can edit (they need Essential or Pro of their own); an admin can also manage people.

Clients usually join as viewers, so they never pay. You can change a role or remove someone from the same dialog, with a few seconds to undo.

Share a doc or whiteboard with a link

1. Open the doc or whiteboard and choose Share.
2. Create the link and decide whether visitors need a password. They don't need an account.
3. Send the link. Visitors can comment; if they want to edit, they ask and you approve under Settings → Sharing → Edit requests.

Turn a link off any time in Settings → Sharing → Your shared links. A link stops working while its document is in the Trash.

See tasks in your calendar

Two ways, both under Settings → Calendar:

1. Google Calendar: connect once and every task with a deadline becomes an all-day event. Changing or removing the deadline updates the event.
2. Apple, Outlook and others: copy your calendar link and subscribe to it. Your calendar app refreshes it on its own schedule.

Cancel, export or delete

1. Cancel: Settings → Plan & billing → Manage billing. You keep your plan until the end of the period you paid for, and your work stays readable and exportable afterwards.
2. Export: Settings → Import & export → Download a backup gives you everything, re-importable. A single project can be exported from the Export button in its header.
3. Deleted something by mistake? Open Trash from your account menu; anything deleted stays there for 30 days.
4. Delete your data for good: Settings → Import & export → Delete my data. See the Privacy Notice and Refund policy.