YoCoBoard gives you two ways to add team members to a project.
First, let’s look at adding team members to a project from the team member’s profile.
Choose Administrator from the main menu. By default you’ll see a list of your staff members.
Click on the person you’d like to add to a project.
You’ll see that person’s profile pop up on the right side of the screen.
Choose Projects from the menu in the profile.
You’ll see the projects that person is currently assigned to. You can then choose Assign to Existing Project(s) to add the person to another project.
When you click on Assign to Existing Project(s) you’ll see the projects you’ve created on your account. The ones that the person is already assigned to will be lighter color, since you can’t add them twice.
Choose the project to which you want to add the person and click on the plus (+) icon for that project.
Click Save.
In the gif below, we’ll add Karan Thomson to our “Secret New Project“.
The second way to add team members to a project is from the Project itself.
Start on the Administrator tab in the main menu, and then select Project.
You’ll see all the projects on your account listed.
Choose the project to which you want to add members.
You’ll see the members listed to the right.
Choose the plus (+) icon to add people.
Check the boxes next to any staff you’d like to add and click Save.
In the git below, we’ll add a few more team members to our “Secret New Project”.
