How to manage assignations within open collaboration?
Open collaboration supercharges teamwork with features designed to break silos and ignite creativity. Shared project boards allow circles, roles, and individuals to contribute ideas freely, while real-time updates keep everyone on the same page. With these features, collaboration isn’t just easier—it’s smarter, faster, and more inclusive, unlocking the true power of diverse perspectives!
With open collaboration, no scenario is out of reach! You can freely assign multiple circles, roles, and members to a board. To do so:
Open your project board
Click on the "+" icon on the top of the board
Find the context you wish to assign: circle, role or member
To remove assignations from your board, simply find the "x" icon next to them. Choose whether to deassign role or circle only or also its members. After clicking on it, all the assignations you removed will be also removed from board's tasks.
📌 Note: You can synchronise assigned circle or role with the project board. It means that any changes made to the circle or role within assignations will be also applied to the project board.
👉 More on how to administrate your project board
Add the crowd to your tasks! You can assign circles, roles, and members that were previously assigned to the project board holding your tasks. To do so:
Open your task
Click on the "+" icon under the Assignees section
Find the context you wish to assign: circle, role or member
To remove assignations from your task, simply find the "x" icon next to them. They will be then removed from your task and its subtasks. Decide whether to deassign role or circle only or also its members.
📌 Note: You can synchronise assigned circle or role with your tasks. It means that any changes made to the circle or role within assignations will be also applied to tasks.
Keep an eye on all your project boards! Boards including members assigned through a circle will be visible in the Projects tab of the circle and all its roles.
However, boards including members assigned through a role will be visible in the Projects tab of the role page only.
It's time for meetings! In the Projects meeting step, you can manage all your project boards. They can be easily spotted, but only if they are assigned to members through a circle. Those assigned to roles won't be available during a meeting.
👉 More about meeting steps and templates
Create private project boards to manage personal tasks and sensitive projects with complete confidentiality, ensuring only authorized members have access.
Go to the Projects App
Click on Add board button
Add name and assign members to your board
Make the board private
Click on Add to confirm
Your personal board will be then accessible only to the members assigned. It can be found in My boards tab of your Projects App.
👉 More about adding a project board
Enjoy full visibility on the assignation history of your boards! Click on Activity button on the top right to open a list of assignation actions made on your board.
Manage assignations within boards
With open collaboration, no scenario is out of reach! You can freely assign multiple circles, roles, and members to a board. To do so:
Open your project board
Click on the "+" icon on the top of the board
Find the context you wish to assign: circle, role or member
To remove assignations from your board, simply find the "x" icon next to them. Choose whether to deassign role or circle only or also its members. After clicking on it, all the assignations you removed will be also removed from board's tasks.
📌 Note: You can synchronise assigned circle or role with the project board. It means that any changes made to the circle or role within assignations will be also applied to the project board.
👉 More on how to administrate your project board
Manage assignations within tasks
Add the crowd to your tasks! You can assign circles, roles, and members that were previously assigned to the project board holding your tasks. To do so:
Open your task
Click on the "+" icon under the Assignees section
Find the context you wish to assign: circle, role or member
To remove assignations from your task, simply find the "x" icon next to them. They will be then removed from your task and its subtasks. Decide whether to deassign role or circle only or also its members.
📌 Note: You can synchronise assigned circle or role with your tasks. It means that any changes made to the circle or role within assignations will be also applied to tasks.
Access project boards from Governance page
Keep an eye on all your project boards! Boards including members assigned through a circle will be visible in the Projects tab of the circle and all its roles.
However, boards including members assigned through a role will be visible in the Projects tab of the role page only.
Manage project boards during meetings
It's time for meetings! In the Projects meeting step, you can manage all your project boards. They can be easily spotted, but only if they are assigned to members through a circle. Those assigned to roles won't be available during a meeting.
👉 More about meeting steps and templates
Create personal boards
Create private project boards to manage personal tasks and sensitive projects with complete confidentiality, ensuring only authorized members have access.
Go to the Projects App
Click on Add board button
Add name and assign members to your board
Make the board private
Click on Add to confirm
Your personal board will be then accessible only to the members assigned. It can be found in My boards tab of your Projects App.
👉 More about adding a project board
Track assignation actions
Enjoy full visibility on the assignation history of your boards! Click on Activity button on the top right to open a list of assignation actions made on your board.
Updated on: 14/04/2025