Bulk Add or Remove Team Members

Bulk Manage Team Members (for Multiple Projects at Once)

On occasion, the need arises to manage team members in bulk. An employee leaves and needs to be removed from projects. A new employee joins and needs to be added to multiple projects. Whatever the use case, you can use our bulk add and remove team member functionality to quickly assign or remove team members from multiple projects at once.

Bulk Add Team Members

Team members can be added to multiple projects at once using the Bulk Add feature.

1. In the All Work tab, in the left sidebar Projects section, click on the Wand icon to access Bulk Actions.
2. Select Add Team Member.
   
3. Step 1: Click into the field and search for the Resource or Role you want to add as a Team Member. Repeat to add multiple team members at once.
   
4. Step 2: Optionally change the board filter to pull the list of projects you want to add the user(s), queue(s), or public group(s) to.
5. Step 3: Select the projects to add the team members to or check the box next to Projects to select all.
6. Click Add.
   

Bulk Remove Team Members

Team members can be removed from multiple projects at once using the Bulk Remove feature.

1. In the All Work tab, in the left sidebar Projects section, click on the Wand icon to access Bulk Actions.
2. Select Remove Team Member.
   
3. Step 1: Click into the field and search for and select the Resource or Role you want to remove.
   
4. Step 2: Select the projects to remove the team member from or check the box next to Projects to select all.
   
5. Step 3: Click into the field and search for and select the Resource or Role you want to transfer project ownership (if applicable), open tasks, and checklist items to.
   
   
6. Click Remove.