Member Regions

Categorize members by geographical areas, such as country or continent.

Regions group members based on broader geographical areas, such as country or continent, to support regional planning. Assigning regions helps optimize localization and leverage regional expertise in workforce management. Regions can be used to filter Project Members in various spaces.

Create a new Region

  1. Click the +Region button on the top.

  2. Type in the Region name, press enter to create the Region.

Add Members to Regions

  1. Click the blue + button to the right of the Region name or expand the Region to click the +Member inside.

  2. Select the Members to add and click the Done button on the menu. Search by Members’ name to quickly find them.

Modify Regions

  • The three-dot menu to the left of the Region name provides several options:

    • Edit the Region Name

    • Delete the Region

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