How do I Add Contacts in Project?

• Log in and access the Projects app from your universal navigation menu bar.
• Click on “By Queue” and select “My Projects” from the left navigation panel.

• Click on the “More Details” icon to overview project information.
• Project overview page appears, navigate to the “Team” tab.
• In the team tab, you can view the “Customer Team” column, click on the “Add Contact” button.

• By Clicking on the Add Contacts, you can view the Search and Select pop-up.
• In that, you can view the list of contacts that are already associated with the customer.
• If you want to add a new contact, click on the Add icon or search icon to select from the existing contacts list.

• By clicking on the Search icon, you can view the Add Contacts popup in that you can view existing contact lists.
• Choose the contacts by clicking on the select button. Then, click on the Add button.

• Now, the selected contacts will get associated with the Customer.
• Here, you can select the contacts by clicking on the select icon and click on the Add button.

• Click on the “Add” button, a warning popup appears for confirmation.
• Click on the “Yes” button to complete.

• The selected contacts will get added to the Project.

Related Links

• Add tasks into project milestone
• Add people to my project team
  
• Add sub-project