How to add participants to a hypothesis
Add people to a hypothesis so they know they are involved in testing it. Each new participant receives an email notification.
You can add participants to a hypothesis to show who is involved in testing it. Each person you add receives an email notification.
Before you start
- The hypothesis must already exist. Participants are managed from the hypothesis form, not from the New assumption form.
- In a team workspace, you can only add members of that team. In your personal workspace, you can search for any user by exact email address, first name or last name.
Steps
- Open the opportunity. In the Leader sidebar, click Innovation Opportunities and click its name.
- Click the Assumptions vs Knowledge heading to expand the tables.
- Click the text of the hypothesis in the Assumptions or Knowledge table. The hypothesis form opens.
- Scroll down to Participants and click Add Participants.
- In the Add user window, type in the search box (placeholder "Add people within the organization"). Results appear as you type.
- Select the checkbox next to each person you want to add. You can search again and select more people.
- Click Add User. The new names appear in the Participants list.
Remove a participant
- Open the hypothesis form as described above.
- In the Participants list, click the remove icon next to the person's name.
- Confirm with OK when asked "Are you sure?".
Tips
- Participants are saved as soon as you click Add User or confirm a removal. You don't need to click Save in the hypothesis form for these changes.
- For privacy, email addresses in the search results are blurred. Use the name to pick the right person.