How do I Add an Employee in Project?

Updated on December 11, 2016 09:35PM by Admin

With the Projects app you can assign users to a particular project as an employee or a contact. By adding employees in to the project you have an option to change the project manager. 

Steps to Add an Employee in Project

  1. Log in and access Projects app from your universal navigation menu bar. 
  2. Click on “Show all” from left navigation panel.
  3. Select a project in which you need to add employees.
    select project
  4. you can view Project’s overview page, move to the “Team” tab.
    select team
  5. Click “Add Resource” button in the employee team column.
    add resource
  6. You can view employee popup, select an employee from the list to be added to the project.
    select employee
  7. Click on “Select” button to add an employee to the project.

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