Adding Team Members to Your Projects

October 31, 2017

To elicit lessons learned from your team, you'll first have to add team members to your projects. To do so, simply click Project Details on your projects in My Current Projects, then click Project Team and Categories.

 

From here you can assign team members to your project by click Add next to their names. You can delete users by clicking the - next to their names under Team Members.

 

Note that Project Managers and Administrators can add users of all levels to a project. Team Leads can add other Team Leads and Basic Users.

 

You'll also need to assign lessons learned categories and business functions to them based on their role within the project and organization. To do this, click the: 

From here you can assign team members categories, which they can use to tag lessons learned.

 

 

 

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