Category Archives: Projects

Manage Staff on Projects

Your staff can collaborate on a number of different projects. By assigning your staff to different projects, you can follow how they devote their time to each project. The staff profile lists out all the projects they are associated with.

Your staff can be assigned to existing or new projects. There are two ways to assign projects: from the Staff tab and Project tab.

Click here for the guide on the Staff tab.

1.1 How to assign staff to project

• On the YoCoBoard sidebar, click Administrator and select the Project tab. 
• Select a project from the list to view the project details. On the right pane, click the Staff tab and click the Edit ( pencil ) icon. 
• On the pop-up, enter the name or email of the staff member to add that staff. Click the save button to confirm the changes. 

1.2 How to remove staff from project

• On the YoCoBoard sidebar, click Administrator and select the Project tab. 
• Choose a project from the list to view its details. On the right pane, choose the Staff tab and click the Remove ( minus ) icon for the staff you want to remove from the project. 

Note: If you remove a staff that was clocked in, they will be clocked out of that project immediately.

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”.