> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# 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! 
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# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-11172_1m5iqhm.png)

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# 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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-11120_1sg88ny.png)


📌 **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.
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# 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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-11184_r9fnul.png)
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# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-11133_hxrp98.png)

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# 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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-11150_16kvfgo.png)

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# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-11195_cfqi4f.png)