ProjectBoard offers a seamless collaboration experience by allowing you to add teammates to your projects. This feature enables effective teamwork, ensuring everyone stays on the same page. Here’s a step-by-step guide on how to add teammates to your projects:

Step 1: Logging In Firstly, log in to your ProjectBoard account using your credentials.

Step 2: Navigating to Your Project Page Once logged in, navigate to the project page where you want to add teammates.

Step 3: Accessing Project Team On the project page, locate the “Project Team” section. You’ll notice a “+” sign next to it. Click on the “+” sign to proceed.

Step 4: Editing Team Members After clicking the “+” sign, an “Edit Team Member” modal will appear. This modal displays all the current team members added to the project. Here, you can delete members, change their roles, and add new team members.

Step 6: Verifying Addition After saving, ensure that the newly added team member appears in the project team. You can verify this by hovering over the team members, and the profile icon of the newly added member should be visible.

Step 7: Adding Multiple Team Members at Once Alternatively, if you need to add multiple team members simultaneously, choose the “Add multiple users” option. This action will open the “Bulk Add” modal. Here, you can enter the email addresses of the team members separated by space, comma, or newline. Once all email addresses are entered, click “Save,” and then click “Return to Team Manager.”

Step 8: Confirming Addition Ensure that the newly added email addresses appear in the team modal, confirming the successful addition of multiple team members.

By following these steps, you can efficiently add teammates to your projects on ProjectBoard, fostering collaboration and enhancing project management capabilities. If you encounter any issues or have further questions, feel free to reach out to our support team for assistance. Happy collaborating!