Every program and initiative has a default team — its Initiative team. The best practice for a brand new initiative is to add everyone participating in it to this team first, without defining any assignment rules.
Adding members to your team
To add team members:
- Navigate to Teams in the side menu.
The Teams page in the side menu. - Click the + button to add a team member.
The + button used to add a team member. - Select a Role for the user you want to add, from the list of eligible users shown. You can assign multiple roles to a user.
Selecting a role for a user. - Click Add to Team once you've selected the roles. A notification confirms the member was added, and their status changes to already assigned.
The Add to Team button. A confirmation that a team member was added. A user's status changed to already assigned. - Continue adding users, or close the side sheet when you're done.
The team member side sheet.
Adding multiple team members
To add several users at once, use Bulk Add Members instead.
From the Teams page:
- Click the down arrow next to the + button.
- Select Bulk Add Members.
The Bulk Add Members option. - Select the users you want to add using the checkboxes.
Selecting users to add in bulk. - Either:
- Apply the same role or roles to every selected user at once, by choosing from the role options and clicking Assign Selection.
Assigning the same role to all selected users. - Or assign roles to each user individually.
Assigning roles to users individually.
- Apply the same role or roles to every selected user at once, by choosing from the role options and clicking Assign Selection.
- Once you've assigned users and roles, click Review Changes.
The Review Changes button. - Review the changes.
- Click Commit Changes to complete the process.
The Commit Changes button.
Once members are added, you can automatically assign project teams as new projects are created — see Defining Assignment Rules (Simple Model only).