Click the BoardLeads section
This action opens the BoardLeads area where you can manage your leads and track progress within your workspace.
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Geteilte Anleitung
How to assign an item
Learn how to efficiently assign tasks within your workspace by customizing your Leads table and managing user responsibilities.
viktoriaLearn how to efficiently assign tasks within your workspace by customizing your Leads table and managing user responsibilities. This guide walks you through navigating to the BoardLeads area, adding a 'People' column, and assigning team members to streamline your task management process.
Step-by-step Guide8 Schritte
Click 'Add column' to include a new column
This action opens a dialog where you can specify details for the new column, allowing you to customize your Leads table for better task organization.
Loading screenshot…100%Click the People option
This action adds a 'People' column to your leads table, allowing you to track team members involved in each task.
Loading screenshot…100%Click the People button to edit assignments
This action allows you to edit the user assignments for tasks in the Leads section, enabling you to manage team responsibilities effectively.
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Type the Assignee's Name
Enter the name of the person you want to assign the task to in the designated input field. This will help streamline task management by clearly indicating who is responsible for each item.
Loading screenshot…100%Click the 'Click here' link
Clicking this link may lead you to additional resources or functionalities within the Leads section, helping you manage your tasks more effectively.
Loading screenshot…100%Click on Jane D
This action selects Jane D from the suggested people list, allowing you to assign tasks or communicate with this contact within the Leads section.
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