Procedures

1:56

Add Project Team Members

Teams within a Project allow you to assign Tasks to specific Users and to designate Team Roles

1. Open a Project record and click the Team / Events tab
2. From the Team grid, click the ADD icon.  Select one of the following options:
   • Link a User
   • Link a Contact
3. To Link a User, in the Select Team Members search window that appears, select the name(s) that you want to add, then click the OK button
4. To Link a Contact, in the Select Team Members search form that appears, use the Company, Contact and / or Contact No. fields to narrow your search and click the Search button.  Highlight a Contact in the results grid and click the Select button

Delete a Team Member

1. Open a Project record and click the Team / Events tab
2. Highlight a Team Member in the Team grid and click the DELETE (trash) icon.  In the confirmation window that appears, click the OK button