Assign/Reassign a Project to a Workspace Member
Learn how to assign or reassign projects to different members in your workspace.
Workspace owners and admins have the ability to directly assign or reassign projects to any active Workspace Member, Team Member or Team Guest. This allows the user responsible for the project to edit it in the magicplan app. You can assign a project when creating one in the cloud or re-assign an existing project by following the steps below.
Assign a Project
- Create a new project in the magicplan Cloud. When your new project is created, you'll be taken to your Project Dashboard.
- Locate the "Assigned To" section in the menu options on the left side. Click the assignee's name to open the "Edit project assignee" menu.
- Select the new project assignee from the active members, select the Workspace or Team they belong to and click "Assign".
ℹ️ Note:
- Only Workspace owners and admins can create and assign projects in the cloud. You can change permissions by following the steps here.
- Newly created projects will always be assigned to the person who created them.
- After clicking "Assign" assignees will be notified via email of their newly assigned project.
Reassign a Project
- Open the project to be reassigned in the magicplan Cloud.
- Locate the "Assigned To" section in the menu options on the left side. Click the assignee's name to open the "Edit project assignee" menu.
- Select the new project assignee from the active members, select the Workspace or Team they belong to and click "Assign". You can view these steps in the visual above.
ℹ️ Note:
- In addition to Workspace owners and admins, the member who originally created the project can also re-assign their project to another team member.
- The re-assigned project will automatically appear for the assignee in both the magicplan app and cloud. (The project will also show a purple "Assigned" badge in the cloud.)
- Once a project is assigned to a team member, only that person will be able to see that project in the magicplan app.