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Creating Visual Task Boards › Using Visual Task Boards › Visual Task Boards › Configure UIs and portals › Configure user experiences
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add or remove a Visual Task Board member

You can add and remove task board members using the members tab of the activity stream. You can also promote assignees to board members.

Before you begin

Role required: none

About this task

Only members of a task board can access the board. Any board member can add or remove other members.

Procedure

  1. On a Visual Task Board, open the task board tools.

  2. Click the members tab.

Image omitted: MembersTab.png
Members tab
  1. Perform one of the following actions.
Add a member
  1. In the Users section, click Add Members.
  2. Enter a user's name or select a user from the drop-down menu.
Remove a member
  1. In the Members section, point to a user.
  2. Click the remove icon (
    Image omitted: RemoveUserIcon.png
    Remove user icon).</li>
Promote an assignee to a member
  1. In the Assignees section, point to a user.
  2. Click the upward arrow icon.
Promote all assignees to membersIn the Assignees section, click Promote All.

Parent Topic:Creating Visual Task Boards

Related topics

Freeform Visual Task Boards

Data driven Visual Task Boards

Add a task to a flexible or guided Visual Task Board

Add or modify Visual Task Board lanes

Delete a Visual Task Board