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How do I add a Contact to an existing Project?

This Article shows you how to add Contacts (Staff, Clients and Contractors) to an existing Project

Natasha Robinson avatar
Written by Natasha Robinson
Updated over 4 years ago

Follow the steps below to add a Contact to an existing Project: 

  1. Click on the name of a Project to access the Project Details Page

  2. Hover over the 'Contacts' section on the right, then click 'Edit'

  3. Use the Staff/Client/Contractor tabs to move between Contact types

  4. Select the Contacts using the checkboxes

  5. Click 'Done'

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