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 [1], find the person you want to add and click on their name [2]:

Navigate to Person


2. Once you are in the Contact Info page of a Person, locate the Projects tab [1].  Under the Projects tab look for the Add to Project option [2], 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:

Previous Article:  View a Person's Candidacies and Clients

Next Article:  Change a Person's Status, Color, and Rank

Still need help? Contact Us Contact Us