Assign from Staff Tab
Organize the staff in your Company account by assigning them to Teams. This method of assigning is useful when you want to view the teams and projects a staff member is associated with. Each staff member can be a part of multiple teams.
#Note: To know how to create a new team and assign staff, click here.
1.1 How to assign staff to team under staff tab
- On the YoCoBoard sidebar, click Administrator and select the Staff tab.
- Select a staff member from the list. On the right pane, choose the Teams tab and click on + Assign to Existing Team(s).
- Click the “+” symbol to add this staff to any of the teams listed here. Teams that the staff member is already part of will be disabled ( greyed out ).
1.2 How to remove staff from the team under staff tab
- On the YoCoBoard sidebar, click Administrator and select the Staff tab.
- Select a staff member from the list to view the staff details. On the right pane, choose the Teams tab. Click the “-” symbol next to any team to remove the staff member from that team.
