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Assigning a meeting item to an employee

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 September 16th, 2022

Sometimes, in a meeting, you may wish to assign an item to an employee that is currently not in the team.  This wont be possible until you either:

  1. Add the person in question to the team
  2. Make the board publicly editable - in which case all employees can add/edit/delete items in this board

 

The first option can be accomplished by:
Navigate to the Teams tab, select the relevant team and click on "Configure Team"
 

 

Navigate to the People tab, add the employee to the team and Save.

You can now allocate items within that team to the employee
 

 


The second option can be accomplished by:

Navigate to Configure Team and select the Work tab:
 

 

If the Board is private then select the Edit button and change the permissions. Save & Close once done.

 

What happens next?

 

Tickets can be allocated to any employee, whether they are on the team or not.

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