Selecting Assignees and Subscribers

There are couple of ways in which you can enter assignees and subscribers in Planning Module.

• In Outline mode, you can type in assignee’s full name, first name, email address or initials (first letters from first name and last name). Planning module will automatically expand the name. It will also expand them only for people in the selected project.
• In the Cards view mode, you can type in assignees just like in Outline mode. You can also copy over all assignees as subscribers by just checking one box.
• If you want to select a person from a list, you need to use Batch Update functionality. Batch Update is available from both Outline view and Cards view. Select the item (or items) you want to update, then click the Batch Update icon in the top bar. (the one with asterisk on it). You will see an option to update assignees / subscribers there. And that will also have a list of people in this project. You can then either add one more person or replace current assignees with the person you select from the list. Refer to the image below for an example.

Select Assignee from drop down list