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Adding Staff to Projects

How to add project contacts

Updated over 3 weeks ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator


How to add project contacts

  1. Open a project and select Project Contacts in the stats bar

  2. Select Add in the top-right corner of the page, and select the Staff option

  3. In the menu that appears, select a staff member and a role. If the project is internal/non-billable, you can also tick the Primary box to indicate that the staff member is the project's primary contact (this is optional)

  4. Select Save to add the staff member


Tips!

· Roles can be edited by navigating to Organisation > Settings > Contact Lists > Roles.


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