Member Offboarding SOP

When to use

When a team member departs or changes role.

Procedure

• 1. Reassign the person’s open tasks to new owners.
• 2. Update or remove their membership and role on the Members page.
• 3. Transfer any project-manager ownership they held.
• 4. Confirm they no longer appear as an assignee on active work.
• 5. Review the activity log for a clean handover record.