Owners and Contributors

Assign owners and contributors to key results and initiatives

Owners and contributors show who is responsible for a key result or initiative and who else is helping.

You need permission to edit the plan before you can change assignments. If the people selectors or Edit action are unavailable, ask a plan owner or workspace admin for access. See Plan permissions.

Owner or contributor?

Owner

Assign one owner to the person who is primarily accountable for the item.

For a key result, the owner:

• receives its check-in reminders;

• sees it in their My focus view; and

• is the default person responsible for keeping progress current.

Other people with access can still publish a check-in on the owner's behalf.

Contributor

Add contributors to show who else is actively involved. Contributors do not receive the owner's check-in reminders, but their involvement remains visible and can be used to find their work in Tability.

Use contributors when responsibility is shared, but keep one owner accountable for the next update.

Assign people to a key result

From the Plan Editor

1. Open the plan and select Edit content.

2. Select the avatar on the key result to assign or replace its owner.

3. To manage contributors, open the key result's drag-handle menu and select Edit.

4. In Edit Key Result, select the current owner or Not assigned to choose an owner.

5. Under Contributors, select Add contributor. Search for and select each person you want to add.

6. Select Save.

You can remove the owner with Unassign. Remove a contributor with the delete control beside that person's name.

From a published plan

You can change the owner directly from the key result row. For the complete set of assignments:

1. Select the key result title.

2. Expand Details to review Owner and Contributor(s), or open the ... menu and select Edit.

3. Choose the owner and contributors, then save if you used the edit panel.

The Details section also lists assigned teams and agents separately. Team or agent assignments do not replace the human owner.

Assign people to an initiative

1. Open the plan's Initiatives tab, or expand a key result and select the initiative.

2. In the initiative details panel, find Owner and Contributors.

3. Select the owner control to assign, replace, or unassign the owner.

4. Select the contributor control to add or remove contributors.

For changes to the title, due date, tags, or description, open the initiative's Edit action. The Edit Initiative panel also includes Owner and Contributors, followed by Save and Cancel.

Workspaces can customise the words key result and initiative. If your labels differ, use the equivalent item in your workspace.