Add or remove a Visual Task Board member
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- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- Visual Task Boards
You can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.
Before you begin
Role required: none
About this task
Only members of a task board can access the board. Any board member can add or remove other members.
Procedure
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Click the members tab.
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Perform one of the following actions.
Option Description Add a member - In the Users section, click Add Members.
- Enter a user's name or select a user from the drop-down menu.
Remove a member - In the Members section, point to a user.
- Click the remove icon (
).
Promote an assignee to a member - In the Assignees section, point to a user.
- Click the upward arrow icon.
Promote all assignees to members In the Assignees section, click Promote All.
Related Content
- Freeform Visual Task Boards
You can add personal task cards directly to lanes on a freeform board. You can also add other kinds of task cards to a freeform board from a list or form.
- Data driven Visual Task Boards
You can add a task to a flexible or guided task board.
- Add a task to a flexible or guided Visual Task Board
Cards in a flexible or guided board represent records on whichever table the board is associated with.
- Add or modify Visual Task Board lanes
Any board member can change the names and add new lanes to accommodate the task workflow you want to track. When you create a freeform or flexible task board, it includes the default lanes To Do, Doing, and Done.
- Delete a Visual Task Board
You can delete any task board that you own.