#18 Circles andÂ
Projects
The Circle tool looks like this (it is identical for the Project tool):
Notes:
in the circle tool you can setup meetings for the circle members, they will show in their reports in a separate list (see next chapter for more details)
a circle lead can be a person, a (single owner) skill or a (single owner) role
the stand-in can only be a person
the circle can define what jobs the circle lead has to do
and the circle can distribute admin tasks, like meeting reports, staffing, calender invite, etc.
Here is a video running you through this tool:
And here are two detailed articles in our knowledge base: Circles tool / Projects tool