How do I Remove somebody from a Project?

Updated on December 1, 2020 06:47AM by Admin

When a project is created, it can be assigned to your employees in order to get accomplished. You can also add contacts to the projects. At any stage, you can remove those users from the project assigned to them.

Steps to remove users from a Project

  • Log in and access the Projects App from your universal navigation menu bar.
  • Select an existing project or create a new project.

  • After you’ve selected the Project from the lists, you can view the overview dashboard of the project.
  • Navigate to the "Team" tab, you can view the employee and customer associated with the projects.

  • Select the employee or customer from the project you would like to remove.
  • Remove using the Delete icon under the Actions.

  • You will get the warning pop up, click on the yes to proceed.

  • The selected employee will get removed from the projects.

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