Person columns allow you to assign Hoops users to records directly from your SalesBoards and JobBoards.
They are commonly used to indicate ownership, responsibility, or accountability for different parts of a workflow, helping teams clearly understand who is responsible for each task, job, or opportunity.
Add a Person Column
To add a Person column to a board:
Hover over any board header and click the + icon.
Select Person from the available column types.
A new Person column will be added to the board.
Click the column title to rename it if required.
For example, you might rename the column to:
Sales Rep
Artwork Owner
Production Owner
Account Manager
Installer
Screen Cleaner
Assign Users
Click any cell within the Person column to view a list of users in your Hoops account.
Simply select the user you would like to assign to that record.
The list is populated automatically from the active users within your organization, making it easy to assign responsibility without needing to manually enter names.
Assignments can be updated at any time as work moves between team members.
Use Multiple Person Columns
Many teams use multiple Person columns to track ownership across different stages of a process.
For example, a production workflow might include:
Sales Rep
Artwork Owner
Production Owner
Quality Control Owner
Installer
This allows each department or team member to clearly understand their responsibilities throughout the lifecycle of a job.
Filter Records by Person
Person columns can be used with board filters and saved views to create personalized workspaces for team members.
For example, users can quickly filter a board to view:
Jobs assigned to them
Quotes requiring their attention
Artwork they are responsible for
Production tasks owned by their department
This helps reduce clutter and makes it easier for individuals to focus on the work that is relevant to them.