Add a Person to a Project Directly from their Contact Page
There will be instances that you will want to add a person to a project when you are in their Contact Page. The good news is you don't have to switch to the Project menu to add them because you can add them to a specific Project right from the Projects Tab. Keep reading to find out how!
1. First, navigate to the People database , find the person you want to add and click on their name :
2. Once you are in the Contact Info page of a Person, locate the Projects tab . Under the Projects tab look for the Add to Project option , click on it and the list of your projects will appear below. Simply select the specific project you want to add the Person in to complete the process:
And that is it! As soon as you select a specific project, it adds the person to the project automatically.
CLOCKWORK INITIAL TRAINING:
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