In this article:
What does this feature do?
It allows users to track who is responsible for an item in a list by assigning an organisation, role, or user to it. Multiple assignees can be added in a single cell.
💡It will help users to:
Manage lists easier as users can quickly identify who needs to action something.
Expedite transactions as blockers can be easily identified
How to use this feature?
Click on the "Add column" button on the right side of the page.
Select the "Responsibility" under the type drop-down menu.
Give your "Responsibility" column a name, and description and set the permissions if required then press "Add". To find out more on column permissions please have a look at this support article.
Assign parties (such as users, organisations or roles) from the drop-down list.
Tips:
📌 If you want to add or remove parties, click on the "Assign" button to bring up the list of the relevant parties.
To remove parties, click on the "X" button beside their name.
To add more parties click on their names from the list beneath the "Search" field.
💡If you want to delete a date column visit this support article which explains how to delete columns within your lists.
❗You can update/set participants across all rows in bulk. For more information and steps on this please have a look at this support article.
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If you have any questions or need further help, please email support@legatics.com.