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!

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.


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