Step-by-Step Guide to Managing Tasks and Adding Members in Your Project Dashboard

9 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Work" to Access Your Dashboard

  • Navigate to the left sidebar of the dashboard.
  • Locate and click on the "Work" link to view your tasks and projects.
  • Ensure you are on the Dashboard page to access relevant information.
  • After clicking, you will see an overview of your tasks, projects, and other related details.

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STEP 2: Click on "Projects" to Access Project Overview

  • Locate the "Projects" option in the sidebar menu.
  • Click on the highlighted "Projects" link to view project details.
  • Ensure you are on the dashboard page to access this feature.
  • This action will lead you to the project overview section for further management.

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STEP 3: Select "TaskMaster" Project

  • Click on the "TaskMaster" link in the project list to view its details.
  • Ensure you are on the Projects page to locate the project.
  • The highlighted area indicates where to click for accessing the project.
  • After selecting, you can proceed to manage project members in the next step.

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STEP 4: Click on "Members" to Access Team Details

  • Navigate to the "Members" section by clicking on the highlighted tab.
  • This section allows you to view and manage team members associated with the "TaskMaster" project.
  • Ensure you have the necessary permissions to add or modify member details.
  • After reviewing, proceed to the next step to add project members.

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STEP 5: Click on "Add Project Members"

  • Navigate to the "Members" tab in your project.
  • Locate the Add Project Members button highlighted in red.
  • Click on this button to initiate the process of adding new members to your project.
  • Ensure you have the necessary member details ready for the next steps.

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STEP 6: Click on "Choose Members"

  • Click on the "Choose Members" option to select project members.
  • Ensure to fill in any required fields marked with an asterisk (*).
  • After selecting members, proceed to the next step by clicking on "Choose Department".

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STEP 7: Click on "Choose Department"

  • Click on the "Choose Department" option in the dialog box.
  • Ensure you have selected the appropriate department for project members.
  • After selection, proceed to fill in any required fields marked with an asterisk (*).
  • Review your choices before moving to the next step.

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STEP 8: Select "Add Project Members"

  • Click on the "Add Project Members" section.
  • Ensure to fill in the required field marked with an asterisk (*).
  • Select members from the dropdown menu that appears.
  • Review your selections before proceeding.
  • Next, click on the "Save" button to finalize your changes.

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STEP 9: Click "Save" to Add Project Members

  • Ensure all required fields are filled in the "Add Project Members" dialog.
  • Click the Save button to confirm your selections.
  • If you need to exit without saving, click Close.

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