Have you ever had a task slip through the cracks for far too long because nobody was sure who's responsibility it was? Well - no more! Add the People Column to your board to assign responsibility and accountability for each and every task your team needs to tackle!
How to add it
To add the People Column to your board, click on the '+' button on the far right of your board and select “People”.
How to set it up
- Rename it
Once your People Column has been added to your board, you can rename it to reflect the purpose of the column! For example, our projects require a project manager and a director's approval. For each project, we assign a project manager using a People Column called "Project Manager", and a director using a second People Column called "Director for Approval"!
To change a column's name, we simply have to click the existing title, and begin typing a new one!
- Restrict ownership
You can decide how many people can be assigned to each item through your column's settings! Click the arrow to the right of your People Column's name, and select "Column Settings" like this:
Now, you can choose to restrict ownership to only one, two, or three team members, or you can choose to make ownership unlimited! This means that entire teams, or even your whole account can work on a project together!
Now that you are all set up, you are ready to start assigning ownership!
How does it work?
To assign a team member to an item on your board, simply click the item's cell in the People Column and select one of the members of your account from the list in the pop-up window.
If you don't see the person you're looking for, use the search bar to enter their name or email!
You can also assign entire teams to items using the People Column! Instead of selecting each team member one at a time, select the entire team listed at the bottom of the pop-up window. To learn more about teams and how to create them in your account, check out this article.
Every person you assign to an item will receive a Bell Notification so that they know exactly what their tasks are!
If you have any further questions, feel free to reach out to our Customer Success Team at [email protected]. We are here 24/7 and happy to help :)