How to Change the Owner of an Item in a Meeting Workspace

You can update the owner of items in your meeting workspace if responsibility needs to shift to another team member.

You can change the owner for the following items:

• KPIs

• Quarterly Priorities

• Headlines

• Obstacles & Opportunities (O&Os)

• To-Dos

The process to change the owner is the same for all of these.

Steps to Change an Item Owner

1. Click Meetings from the left-hand menu.

2. Select and open the meeting you want to update.

3. Click Workspace at the top.

4. Locate the tile that contains the item you want to update (for example: KPIs, Quarterly Priorities, Headlines, O&Os, or To-Dos).

5. Click the item you want to update.

6. Click the Attach to Owner dropdown.

7. Select the new owner from the list of users.

The item will automatically update with the newly selected owner.