How to add people and details to a post

about 10 minutes

A post can hold a person's name, duties, statistics, and SOPs. Use these details to explain who does the work and what the post must achieve. The Directory gives you a separate view of people and their work.

Before you start

Complete How to build your org board in the same browser. This guide uses its Support desk post and fictional holder name Taylor Example.

Step 1 — Open the post information

Open the arrow menu on Support desk. Click Show info. The window has tabs for the holder, duties, statistics, SOPs, and other post details.

The board with the Support desk menu open and Show info outlined.

Step 2 — Put a name on the post

Enter Taylor Example in Person on the Info tab. Click Update.

The post information window with Taylor Example entered in Person.

Step 3 — Check the holder name

The box now shows Taylor Example below Support Coordinator. Open the box's arrow menu again. Choose Show info.

The Support desk box showing its role and the saved holder name, Taylor Example.

Step 4 — Add duties

Select Post description. Enter the duties shown in the text box below. Keep the window open for the next steps.

The Post description tab with three duties: review requests, assign requests, and check replies.

Step 5 — Add a statistic

Select Statistics. Click Add statistic.

The Statistics tab showing no statistics yet and the Add statistic button.

Step 6 — Choose the statistic and graph

Enter Open work orders in Statistic. Enter orders in Unit. Select Open work orders in Graph.

The statistic form with Open work orders, the orders unit, and the Open work orders graph selected.

Step 7 — Add an SOP entry

Select SOPs. Enter Demo: Route a support request in New SOP title. Click Add SOP.

The SOPs tab with the new SOP title entered beside Add SOP.

Step 8 — Save the other post details

The new SOP appears as a link in the list. Click Update to save the duties and statistic. The SOP title is a new entry; this example does not add its procedure text.

The saved SOP entry in the list, with Update outlined to save the other post fields.

Step 9 — Read the full post details

Double-click the role area below the Support desk title to open the full post page. The details card shows the holder, duties, reporting box, statistic, and SOP link.

The post details card showing Taylor Example, the saved duties, Open work orders, and the SOP link.

Step 10 — Open the Directory

Open the Directory page. The table lists users, contacts, and people marked as being on the board.

The Directory page with its People table outlined and the Type filter above the rows.

Step 11 — Find a person

Enter Ana in the search box above the table. The list narrows to Ana Torres in this example.

The Directory search box containing Ana, with one matching user below.

Step 12 — Open the person's profile

Click Ana Torres. Her profile shows contact details and her post, plus work waiting for a signature and training progress.

Tips

SOPs says that SOP changes save at once. Use Update for changes to the other post fields.
Entering a Person name added it to the Directory in this example. A search for Taylor Example returned one match with the type On the board.
The Directory's Type filter includes On the board for people marked as being on the board.
Some Directory names are links and some are plain text. Ana Torres has a profile link in this example.

What next

Return to How to build your org board to add more boxes or change the board layout.