When using the Create button to add a Rock, To-Do or Issue, click on the icon next to the title to reassign to a person on your team.
Re-Assigning a Rock/To-do/Issue
Rocks/To-do'/Issues all have the owner's initials or profile image (if a picture has been uploaded) to the far right of the item and in the top right of the details section. In order to re-assign to a new user, click on the item, then select the person icon at the top right of the details area.
Changing the Team
To edit the team that a Rock/To-do/Issue appears on, click on the item, then in the right details box you will see the "Teams" drop down where you can select a new team.
Changing the team will remove it from the current page immediately and onto the new team.
To-Do's: Duplicate for Multiple People
When creating a new to-do, there is the option to duplicate that to-do across multiple people. Simply check off each person's name that you would like to assign the to-do to. This will put the to-do on each person's to-do list.
NOTE: You can only assign to multiple people when a to-do is NEWLY created - not an existing to-do.
Add a Rock to Multiple Teams:
You can also add your Rocks to any team that you are on. Meaning you could have a Leadership Team Rock, and decide it should also be visible on Marketing and Operations!
It works like this:
- Select the Rock
- Click the Add to Other Teams dropdown
- Select as many teams as you need! Note: You will only be able to select teams you are on.
Be ready for your next Meeting by Adding Issues and Creating Rocks!