Adding people in custom fields as collaborators

[Kieran_Price]

Hello,

I am trying to implement a RACI chart into my projects by using four custom fields to assign who is responsible, accountable, consulted, and informed. However, it does not add the people in these custom fields to the task as collaborators. Matter of fact, those people I added in the custom field have zero indication that they have been added to the task.

I’ve seen one answer to this on the forums, where a popup is supposed to appear in the task details that allows you to add the people in the custom field as collaborators. However, this popup does not appear for me. And regardless, that is a completely inadequate feature.

Can you please make it an automatic feature to add custom field people to the task? Adding people in custom fields is more or less useless, unless this can be done.

[Richard_Sather]

Bi @Kieran_Price , welcome to the forum

The popup you refer to in other topics was an A/B test which I believe was not eventually implemented, although this post says otherwise.

@Emily_Roman , could you kindly help clarify?

[Emily_Roman]

Hi @Richard_Sather, the option I shared on the post you linked is available to all customers when updating the people field from the task pane

@Kieran_Price thanks for sharing your feedback with us! The pop-up notifications gives users the choice to add collaborators so it works for different type of workflows. If you are adding users to the people custom field from the task pane and you still don’t receive the prompt to add them as collaborators, please ensure you don’t have browser extensions that may be blocking this. Otherwise, feel free to contact our support team so we can investigate further: How to contact our Support Team ✉

I hope this helps!

[Richard_Sather]

Thanks for the clarification, @Emily_Roman !