What Edward is going to do is ask his team members to remove Carl from all work-related projects they created and shared with the retiring colleague. In situations like this, it is recommended to remove a person who will no longer work for the company - mostly for the data-security reasons. It turns out that Rob joined Edward’s team because Carl is leaving it - he is retiring. Then, a quick confirmation and Rob has access to the certain projects and all the materials and attachments related to them. In the infobar, they will need to find an “Invite user to more projects” button (4.), click on it and choose the projects they wish from the dropdown list that shows up. Rob)(2.) and click the “i” icon at the top-right corner (3.) to open the infobar with details of the user. There, they need to choose a person they want to share their projects with (e.g. To add Rob to several projects at a time Ed’s colleagues need to enter the Team section in Nozbe (1.). Thanks! What exactly Edward’s teammates need to do now? When you are done, don’t check this task, just leave a comment. If there is a lot, remember you can share multiple projects with your colleagues by going to the “Team” section in Nozbe, clicking on a person you want to share several projects with, then clicking on the “i” icon and choosing “Invite user to more projects” option.įeel free to use this project as you require to install Rob in our team. will take care of marketing and promotion of our product, so please invite him to all the projects this job requires him to be in. Hi guys, today we are welcoming a new member - to our team. This is what Edward wrote in a comment to this task: He set a due date for today and so the task jumped to the Priority list of everyone in the project - this way everyone in Ed’s team could see it. One of the tasks Edward had in his template-project wasn’t delegated to him or to anyone else (there was a question mark not a photo/avatar next to it ). Set a date/time for the invitation task “To All” (5.).Invite all the subordinates to this project.Invite to the team (he does the exactly same thing he did when adding his 14 subordinates before).There, he has some simple tasks that will help him introduce Rob to the team and provide the new employee with materials and information he might need to get started. That was a smart move - all he has to do now is make a project out of the existing template. As this is neither the first nor the last person to join his team, Ed has created a project template some time ago. Thus, Edward needs to add Rob to their team in Nozbe. His duties will involve communicating with the IT, finance and product guys as well as Edward and his assistant of course. He will have to cooperate with many people to do his job well. New employee on-boardĮdward’s company has just hired a new marketing specialist, Rob.
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