Project Team Members
Once your project is set up, add the right people and assign tasks so your team has clear ownership of the work ahead.
Adding Members to a Project
Navigate to your project and click Team Members in the left sidebar.
Click Add Member to add someone from your organisation to the project. Only users who already have an account in your organisation can be added — invite new users first from Organisation Settings → Users.
Project roles are derived from the member’s organisation role:
| Org Role | Project Access |
|---|---|
| Owner | Project Admin (implicit — no need to add explicitly) |
| Admin | Project Admin (implicit — no need to add explicitly) |
| Member | Added as Editor; can view and edit the project |
Org owners and admins automatically appear under Org Admins With Implicit Access — they always have full access to every project without needing to be explicitly added.
Assigning Tasks
Once team members are added, open the Task Board from the project sidebar to assign tasks.
On each task card, click the assignee field (shown as a person icon with “None”) to assign it to a team member. You can also:
- Click a task card to open the full task detail view
- Set priority, due date, and phase from the task detail
- Drag cards between columns (To Do → In Progress → On Hold → Completed) to update status
- Switch between Board, List, and Timeframe views using the tabs at the top
Cross-Project Task View
The Tasks item in the top of the left sidebar gives you a cross-project task board — showing all tasks across every project you have access to, filtered and grouped however you need.
Use the Project filter to narrow down to a specific project, or the Assignee filter to see what a particular team member is working on.
Next steps
- Add resources and context to improve EVA’s suggestions
- Apply a playbook to generate a structured set of tasks and methods
- Read Roles and Permissions for a full breakdown of what each role can do