There are multiple option to assign people or roles to a Project, Action, OKR, Checklist, Metric card.

  1. Assign the card to a Role: role holders will have the shared responsibility to complete the card (or just assign few role holders)

  2. Assign one or more individual people to a card

Adding a role holder or member to a card automatically allows them to see the card in their corresponding menu (My projects, My actions...)


Adding a role to a card

To add a role to a card, click the card to open it, then choose Role from the right side of the card. Type the role's name and select.

Note:

  • You can select only a role inside the circle you are creating the card for.

  • Click Members if you would like to assign only some role holders to the card.


Adding a member to a card

To add an individual to a card, click the card to open it, then choose Members from the right side of the card. Type the member's name or click on their avatar.

In order to add a member to a card, that user will need to be a member of the circle first.

Note: If the card is already assign to a role, you can only select people inside that role.


Removing a member from a card

To remove a role or a member from a card, click on Role or Member and untick the avatar.


Related Articles

Duplicating cards

Project overview

Action overview

OKR overview

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