What you need to know
This screen lists the projects in a , its members. A manager adds many projects at once from the department's list, and removes one at a time. Adding or removing a project changes nothing on the project itself.
How to get here
On Workflow Groups, select Members on the group's row. On the group's board, select Members at the top right.
What is on this screen
Members lists the projects in the group. A manager also sees Add members below it.
Add members lists the department's projects that are not in the group yet, with a tick box each. A canceled project shows "canceled" under its name. Search narrows the list by name or key.
What you can do here
- Add projects to the group
- Remove a project: select Remove on its row, then Remove in the question. Workflow asks first: “The project leaves the group. Nothing on the project changes; it can rejoin later.”
- Open a project's page from its name. On that page, Back to the group returns to the group's board.
Who can do what here
Anyone with a role in the department sees the members. A department manager or a company administrator adds and removes them; for anyone else, Add members and Remove do not show.
Things to know
- A project can be in more than one group.
- A canceled project can join a group. It stays in the list, marked Canceled.
- A project whose property or engagement was deleted is not listed, cannot join and cannot be removed until the record is restored. If it was deleted after the page loaded, adding it says “Its property or engagement was deleted”.
- A removed project stays on the screen, marked "Left", until the page loads again. It can rejoin later, and then shows in Add members again.
- If a tick is hidden by the search, the line beside the button says so, for example "3 ticked · 1 shown". All ticked projects are added, shown or not.
Good to know
A group only lists its projects. Each project keeps its own tasks, people and task board.