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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
In your project, open Manage, then Members.
The project Members page listing current members with their roles
screenshots/projects/add-members-and-manage-labels/members-page.png
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Click to add people, then pick teammates from the workspace or enter email addresses to invite them.
The add members dialog with workspace members selected to join the project
screenshots/projects/add-members-and-manage-labels/add-members-dialog.png
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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
Open Manage, then Labels.
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Create a label with a name and a colour. It becomes available across the project immediately.
The Labels page with the create label form open showing a name field and colour options
screenshots/projects/add-members-and-manage-labels/create-label.png
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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.
See it on the platform
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