How to navigate member's profile?
Member’s profile is the go-to spot to see what members are up to, what roles they play, and how they contribute to the organization. It’s all about transparency, efficiency, and making collaboration a breeze. Whether you're looking for key details or tracking progress, this profile has got you covered. The profile consists of four main tabs: Infos, Roles, Activities, and Operations. Let’s dive in!
Quickly access essential information about a member’s identity and background within the organization . The Infos tab provides:
Name, profile picture, and contact details (if provided by the user).
Location: Where the member is based, if provided.
Skills: Expertise areas highlighted by the member.
Custom fields: Additional information set by administrators, such as languages spoken, experience, and hobbies.
Understand a member’s roles, their purpose, and how they contribute to the organization. The Roles tab includes:
Assigned roles: A list of roles the member currently holds.
Role purpose: The defined purpose of each assigned role.
Circle(s) associated: The circles in which the member holds these roles.
Time spent in roles: The duration the member has held each role.
Roles history: A record of past roles held by the member.
Stay updated on a member’s contributions, role changes, and operational involvement. The Activities tab displays:
Updates and additions of roles and circles.
Updates and additions of operations, including checklists, metrics, projects, and OKRs.
Modifications and additions to boards
Modifications and additions to documents.
Monitor key performance areas and ongoing initiatives. The Operations tab provides insights into:
Checklists: Recurring tasks or action items assigned.
Metrics: Key performance indicators the member is tracking.
Projects: Active initiatives they lead or contribute to.
OKRs (Objectives and Key Results): Strategic goals and progress
Infos Tab
Quickly access essential information about a member’s identity and background within the organization . The Infos tab provides:
Name, profile picture, and contact details (if provided by the user).
Location: Where the member is based, if provided.
Skills: Expertise areas highlighted by the member.
Custom fields: Additional information set by administrators, such as languages spoken, experience, and hobbies.
Roles Tab
Understand a member’s roles, their purpose, and how they contribute to the organization. The Roles tab includes:
Assigned roles: A list of roles the member currently holds.
Role purpose: The defined purpose of each assigned role.
Circle(s) associated: The circles in which the member holds these roles.
Time spent in roles: The duration the member has held each role.
Roles history: A record of past roles held by the member.
Activities Tab
Stay updated on a member’s contributions, role changes, and operational involvement. The Activities tab displays:
Updates and additions of roles and circles.
Updates and additions of operations, including checklists, metrics, projects, and OKRs.
Modifications and additions to boards
Modifications and additions to documents.
Operations Tabs: Metrics, Checklists, Projects, and OKRs
Monitor key performance areas and ongoing initiatives. The Operations tab provides insights into:
Checklists: Recurring tasks or action items assigned.
Metrics: Key performance indicators the member is tracking.
Projects: Active initiatives they lead or contribute to.
OKRs (Objectives and Key Results): Strategic goals and progress
Updated on: 14/04/2025