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How do I assign a member to a stage?

This article describers how to assign a stage to a member.

Note: you need at least edit access to the grid in order to assign members to items.

Using the Gantt chart 

You can learn how to bulk assign members using the Gantt chart here.

In the grid

With edit mode turned on - you will see a little grey member + silhouette icon in the top left corner of each stage. Click on one and an off canvas will appear from the right of the screen displaying a member search and account members. Search for a member or scroll through the list and click on the member you wish to assign. You can only ever assign one person at a time to a stage, as the objective is to create a single point of ownership. You can change the person at anytime by clicking again on the assigned members profile image that has replaced the little grey member + silhouette icon, activating the off canvas, the assigned person will now appear at the top of the off canvas with an unassigned link under their image. Selecting another member will also automatically unassign the member in favour of the newly selected member.