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Project Board and Team

Project Board and Team

Owned by amani imtiyas
Last updated: Jan 24, 2024
4 min read

The Project Board and Team object enables you to identify the key people involved in the initial and implementation stages of the project.  The access to specific areas of the project will be based on the allocation of roles to project staff.

Figure 1.1

  1. All Staff members must be added to the Project Board and Team in order to assign responsibilities within the project for them.

  2. You will notice that the 'Project Owner' you selected within the 'Project Details' area is already displayed here as the Project Owner.

  3. Additionally, if this project is linked to a planning element (i.e. action or task), the responsible person of that element will be automatically listed here as the Action Owner.

  • STEP 1: Click on the Add New button.