How do I change the project lead?

On the project’s Dashboard tab, click the star icon on the Project Lead card, search for the new lead, and confirm.

Steps

  1. Open the project and go to the Dashboard tab.
  2. On the Project Lead card, click the star icon.
  3. In Change Project Lead, type at least two letters of the person’s name or email.
  4. Click the person, then click OK when asked “Change project lead to …?”.

Good to know

  • Only the current Project Lead or a company admin can change the lead. Anyone else gets the message “Only the current project manager can change the lead”.
  • The new lead can rename the project, change its status, and add or remove members.
  • The previous lead keeps access only if they’re also a project member. Whoever created the project was added as a member automatically. If the previous lead isn’t listed under Current Members, add them through Manage Team before you hand over the lead role.

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