Creating Rocks, To-Dos, and Issues

When using the Create button to add a Rock, To-Do, or Issue, select the profile picture next to the title to assign the item to a team member. 

Don't see the intended user on the list? Then they are not on the team yet. Visit Settings to assign them to the team or invite them to be a user.

How to Re-Assign a Rock, To-Do, or Issue

Rocks, To-Dos, and Issues each have their owner's initials or profile image to the far right of the item in the top right of the details section.

To re-assign to a new user:

  1. Select the item

  2. Press the person icon at the top right of the details area

  3. Choose the team member to receive the item

Changing an item's Team

To edit the team that a Rock, To-Do, or Issue appears in:

  1. Navigate to the "Teams" dropdown

  2. Choose a new team

Changing the team will remove it from the current page immediately and onto the new team.

Duplicate To-Dos for multiple people

When creating a new To-Do, there is the option to duplicate it across multiple people by simply checking each desired person's name. Doing so will put the To-Do on each person's To-Do list. 

NOTE: Assigning multiple people only works when creating a new To-Do — not an existing To-Do.

Add a Rock to multiple teams

Users can add Rocks to any team they are on. Making Rocks visible across teams helps with transparency and assigning Milestones.

  1. Select the Rock

  2. Click the Add to Other Teams dropdown

  3. Select as many teams as needed

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