Discover how to quickly visualize the key information of a person or team
Availability - Free Plan - Basic Plan - Pro Plan - Business Plan
Topics
Overview
With the people and teams information feature located in the People section, you can view a person's workspaces, initiatives, files, and teams, as well as their personal information and featured files, prior to accessing an initiative. Simply click the button information .
Viewing a person information
When accessing a person's information, you can view:
- Personal information - The person's personal information. E.g.: email, phone, social media, etc.
- Workspaces - The workspaces that this person has access to.
- Initiatives - The initiatives in which this person is involved.
- Files - The files in which this person is related or involved.
- Teams - The teams in which this person participates or has access to.
The view of this information may vary based on your access permissions.
Access and resources
- Click on View button
to see all the detailed information about the selected person.
- Click on the thumbnail of a workspace
, initiative
, file
, or team
in common with the person to access it.
Viewing team information
By accessing a team's information, it's possible to view the same information as described in the previous section's people view in this article, in addition to the team's participants and related demands
.
The view of this information may vary based on your access permissions.
- Click on View button
to see all the detailed information about the selected team.
- Click on the thumbnail
of a demand, file, initiative, or workspace in common with the team to access it.
- Click on the Vertical menu button
to delete the team (exclusive resource for the manager user).