The People Column
Have you ever had a task slip through the cracks for far too long because nobody was sure who was responsible for it? Well, no more! Add the People Column to your board to assign responsibility and accountability for each and every task your team needs to tackle!
How to add it
For convenience, you can ask Sidekick to create the column for you! Open up Sidekick from the top right corner of your screen, and prompt it to create the People Column on your board.
Alternatively, to add the People Column to your board manually, click the + button next to your last column on the far right of your board, then select People.
Assign people
Sidekick can assign items on your board to people on your account with a simple prompt. Describe which items on your board you would like assigned to various people, and let Sidekick do all the heavy lifting for you!
To assign people manually, click the item's cell in the People column and select a member of your account from the dropdown list. To add more people to the same item, simply click the cell again and continue adding as many as you want!
You can also assign entire teams (and also sub-teams!) to items using the People Column! Instead of selecting each team member individually, search for and select the entire team. To learn more about teams and how to create them in your account, check out this article.
Automatically assign people with AI
The Assign person with AI action automatically assigns a person from the People column to new and existing items based on your specific description of each person's role and expertise.
To apply AI capabilities to a column using the Autofill option, click on the three-dot menu to the right of the column header. From the menu, select Autofill with AI:
Once you click on Autofill with AI, you'll be able to choose an AI action, as seen below:
Once you've selected Assign person, you can fill in the rest of the details in order to preview your results before saving the column preferences:
For best results:
- When selecting a column from the Choose an input source dropdown, choose the column most relevant to the assignment.
- Be sure to select every possible assignee in the Choose eligible assignees section.
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When describing each person's role and expertise, provide a full list of their skills. You can include hard and soft skills, as relevant to your work.
The order of people displayed
You may be wondering, "What is the order of the people displayed when going to assign someone in the People Column?" Well, that's a great question indeed! The order of the user's displayed goes as so:
- Board members with whom you've most recently interacted
- Recent interactions who are not board members
- Board members whom you haven't interacted with recently
- Workspace members
Customize it
- Rename it
Once your People Column has been added to your board, you can rename it to reflect its purpose. To change a column's name, simply click the existing title and start typing a new one!
- Restrict ownership
You can decide how many people can be assigned to each item through your column's settings! Click on the three dots to the right of your People Column's name, select Column Settings, and then Customize People column.
Now you can restrict ownership to 1, 2, or 3 team members, or make it unlimited! This means that entire teams, or even your whole account, can work on a project together!
Restricting ownership can be really useful when allowing your team members to sign up for limited-space items. For example, a shift that requires only two team members, or three volunteers to bring snacks to the next meeting!
View details of assigned people or teams
To view more details about the people or teams assigned through the People Column, all you have to do is hover over their icon within the column! By doing so, you'll see a card appear for the assigned person or team, providing more information about who is assigned to a given item.
- When hovering over an assigned person, you'll see information such as their name, position, time zone, and contact details (email, phone number, etc.):
- When hovering over an assigned team, you'll see details such as the name of the team and the names of all the members of that team:
Get notified
Every person you assign to an item will receive a notification (according to their profile settings) so that they know exactly what their tasks are!
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