Overview
Having all key players on the project will increase accountability and collaboration among internal team members leading to a seamless project delivery.
User Access
Admins, Managers, and Guides can add Admins, Managers, Guides, Task Owners, Contributors, and Observers to a project.
Task Owners and Contributors can add Task Owners, Contributors, and Observers to a project.
How to Add Team Internal Team Members in three different ways
Using the Add Team Member option in the team tab of the project allows you to add multiple users at once as soon as the project has been created.
"Adding" Internal team members as watchers on a task that are not currently a part of the project team, will add them there in order for the necessary parties to maintain visibility. Assigning the user to a task will do the same; this can be done with Participant Tasks as well.
You also have the ability to use templates to add your team members, by either assigning them as watchers or to the tasks directly within your template; this will add these team members once the template is added to a project. This can be done with Participant Tasks as well.
Best Practices
Set up your templates to add your internal users, via task assignments, and task Watchers.
FAQs
How do I remove a member of my team?
How do I remove a member of my team?
In the team tab click on the 3 dots found in the team member's card, then select the option to "Remove team member." Removing the team member should cause any assigned tasks to become unassigned.
Does adding My Team members automatically assign them tasks?
Does adding My Team members automatically assign them tasks?
No, once you add your team members you will need to then assign them their tasks in the plan view of the project.