Add or remove a Visual Task Board member

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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

    1. On a Visual Task Board, open the task board tools.
    2. Click the members tab.
      Members tab
    3. Perform one of the following actions.
      OptionDescription
      Add a member
      1. In the Users section, click Add Members.
      2. Enter a user's name or select a user from the drop-down menu.
      Remove a member
      1. In the Members section, point to a user.
      2. Click the remove icon (Remove user icon).
      Promote an assignee to a member
      1. In the Assignees section, point to a user.
      2. Click the upward arrow icon.
      Promote all assignees to members In the Assignees section, click Promote All.