How do I add a person to 1 Card in a workbook | Voters

How do I add a person to 1 Card in a workbook

Roger Knocker

I have a workboard with many tasks and all team members are added to the workboard

I want to bring in someone to work on a single card and don't want them to see the entire workboard. How do I do that?

March 7, 2022

#stratapp support

thank you Roger - you can create a task below a task on the workboard (open a task on the workboard and then create a related task via the local green plus, right-hand-side social or under the related tab). You can then make that person the owner of this related task and they will not be a member of the workboard. You can control visibility of the workboard by adjusting the security level under the "management" tab. This video may also be helpful: https://vimeo.com/675683408