How to Add Members to Projects on Planner Space?
Click on the Add Member button under the Project name.
Select Add Project Members on the menu and a list will be displayed.
Select Members to add on the menu and click Add on the top. You can search by the Member’s name.
Members will show under this Project now.
How to Add Open Roles to Projects on Planner Space?
Click on the Add Member button under the Project name.
Click Add Open Roles on the menu and a list of Open Roles will be displayed.
Select the Open Roles to add, then click Add on the top. You can search by the Open Role’s name. Click Manage Standard Roles will open a new page to Organization Settings > Standards > Roles, only Admins have access to this page.
Scroll down to the bottom to view the selected Open Roles added to the Project.
How to go to Team Builder on Planner Space?
Click on the Add Member button under the Project name.
Click Team Builder on the menu, and the Project Team Builder modal will display, where you can add unassigned roles, assign phases, set date ranges and budget hours, evaluate best matches, and add specific requirements for roles.
Member Tooltip
Hover on the Member avatar to see more information of the Member on the tooltip.
