How do I assign a person to a project?

To assign a person to a board or a pulse, simply add the person column, by clicking the “+” on the right side of the board.

Then click on one of the person icons in that column to select a team member. You can also select “Invite a new team member by email” to invite and assign a team member who hasn’t been added to your account yet.

Whenever someone is assigned to a pulse, they will receive a notification in and via email (unless they have opted out of email notifications for that). Here is more information about changing notification email settings.

If you have further questions about assigning a team member. Please reach out to our customer success team! We’re here 24/7, and we’d love to hear from you :)

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