Manage Team Positions
Overview
Positions allow you to track member job titles. You can update team positions at any time.
In this article, we’ll cover how to locate Team Positions and manage them.
Locate Positions
Click Settings at the bottom of the left sidebar. If the left sidebar is collapsed, click the gear icon.
The Settings page opens. Scroll to the Positions section.
Choose what you would like to update from the options below:
Update a Position
You can edit the names of positions at any time. To edit a position, click the Name field and make your changes.
When you edit the Name field, a confirmation window will open.
Are you sure you want to edit this Position? Your changes will be reflected across ALL projects. To apply the changes, click Yes in the window.
Reorder Positions
The order in which positions are listed in the Team Positions section is the order they are listed in the Position dropdown used when adding new members on the company settings page. If most of your members hold a certain position, you may want that position listed at the top. You can adjust the position order at any time.
To the right of each position, there are two arrows. The up arrow will move a position up in the order, and the down arrow will move it lower.
Archive a Position
Note: You cannot archive a position being used in a current project. When you archive a position, it will no longer be available in dropdowns for future use. Archived positions will still show on all reports and records of past projects.
To archive a position, use the Archived column. Click the checkbox to archive the group or section and remove the checkmark to unarchive it.
If you don’t see an archived position, toggle the Show Archived switch to the right.
