Card Members

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Card members are users assigned to cards. Assigning users allows you to delegate tasks and ensure that everyone knows their responsibilities.

When you become a card member, you automatically become a card follower as well. This means that you will receive notifications of actions related to that card.

Card members are displayed in the card details section. 

In card members section you can also see:

You can follow the card without being the card member.

Responsible person

There are two types of card members:

  • Responsible person – a user who is supervising the task
  • Contributor – a user who participates in the execution of the task

The first and the biggest avatar in the card details section indicates a responsible person. Other users are contributors. The responsible person should make sure that the card is completed on time. There can be only one card member who is responsible for the card. However, you can change it anytime by making another user responsible.

On the card front, you can see only the avatar of the responsible person. The number in the circle shows how many contributors that person has.

Example: Megan Davies is the responsible person for the Urban Picnic card and has 3 contributors.

There are two ways to change the responsible person from the card level:

  • Drag a new user’s avatar and replace it with the old one.
  • Select the desired user avatar and then select Make responsible from the drop-down menu.

Use Bulk Actions to change the responsible person for many cards at once.

Adding card members

There are three ways to add users to the card. Once you have opened the space, you can choose one of them:

  • In a space view, drag a user icon and move it to a card (see the video above).
  • Open the card, and on the card details section select the placeholder  .
  • Use Quick Actions.

You can drag a user at both the space and card levels using the space users section or the card activity stream.

Removing card members

Remove the user you want to detach from the card.

  1. Open the card.
  2. On the card details section, select the user’s avatar, and then select  Remove from card from the drop-down menu.

Use Quick Actions to get it done faster.

FAQ

Yes, you can choose to remove yourself from the card.

You become a card user by being added to a card by other users or by yourself.

Yes, you can set card grouping by users and use Bulk Actions to assign all cards from the first user group to another user group.

If the responsible person is removed from the card, the first contributor on the list will become the new responsible person.

Of course. There is no limit on the number of users assigned to a card as contributors, but there can be only one responsible person.

Was this article helpful?

Please, contact us if you have any additional questions.