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Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
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  1. Help Center
  2. /
  3. Projects and delivery

Add members and manage labels

Bring people into a project under Manage, then create labels to keep work items and documents organised.

1 min read

Two things keep a project tidy: the right people in it, and labels that make its work items and documents easy to find. Both live under Manage in the project sidebar.

Add members to the project

  1. 1

    In your project, open Manage, then Members.

  2. 2

    Click to add people, then pick teammates from the workspace or enter email addresses to invite them.

  3. 3

    Confirm. New members can see the project straight away and show up in assignee and distribution pickers.

Tip

You can also click Invite people at the bottom of the sidebar while you are inside a project. It does the same thing without leaving the page you are on.

Project membership vs workspace membership

They are separate. Joining the workspace does not put someone in your project, and adding someone to a project does not give them the rest of the workspace. Someone who is not in the workspace yet gets a workspace invite first, then lands in your project when they accept. Administrators manage workspace membership under Manage users and teams.

Create and manage labels

Labels are the project's shared tags. Put them on work items and documents, then filter by them anywhere those items appear.

  1. 1

    Open Manage, then Labels.

  2. 2

    Create a label with a name and a colour. It becomes available across the project immediately.

  3. 3

    Apply labels from any work item or document, then use them as filters in the registers.

Agree names before you create them

Labels work best when the whole team spells them the same way. Pick a convention early (for example "snagging", "phase-2", "external-review") and keep the list short. Ten well-used labels beat fifty nobody remembers.

Related articles

  • Invite people to your workspaceGetting started
  • Manage users and teamsWorkspace administration
  • Plan work with work itemsProjects and delivery

What's next?

With the team in place, start planning the work.

  • Plan work with work items

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On this page

  • Add members to the project
  • Project membership vs workspace membership
  • Create and manage labels
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