Allocated Users
Purpose:
This section allows you to assign specific employees to the newly created project and designate one or more as Team Leads.
Functionality Breakdown
1 Dropdown – "Choose Projects Users"
Allows you to search and select employees from the system to be allocated to the project. All company employees are available in this dropdown.
2 List of Added Users
Once selected, the users appear in a list below the dropdown, displaying:
- Profile icon
- Full name
3 Team Lead Toggle
Toggle switch beside each user's name to assign or unassign the Team Lead role. Only selected users can be marked as Team Leads.
4 Remove (Red X Icon)
Clicking the X icon will remove the user from the project allocation list.
Rules & Behavior
You can allocate multiple users to a project.
You can assign one or more users as Team Lead by toggling the switch.
Team Leads must first be allocated to the project before the toggle can be enabled.
Clicking the X icon will unassign the user from the project completely.
You can edit the allocated users before saving the project.
Important Note:
A project can exist without any allocated users, but users must be added later to track task assignments.
Functionality Summary Table
| Element | Description |
|---|---|
| Dropdown – "Choose Projects Users" | Allows you to search and select employees from the system to be allocated to the project. All company employees are available in this dropdown. |
| List of Added Users | Once selected, the users appear in a list below the dropdown, displaying: Profile icon, Full name |
| Team Lead Toggle | Toggle switch beside each user's name to assign or unassign the Team Lead role. Only selected users can be marked as Team Leads. |
| Remove (Red X Icon) | Clicking the X icon will remove the user from the project allocation list. |