Project Contacts

How to link contacts to a project from the Contacts field on the project page, including viewing linked contacts, adding existing or new contacts, and removing them.

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What are project contacts?

Project contacts are the people at your client's organization who are involved with a project. You link them to the project so that everyone working on it can quickly find the right person to contact.

Contacts are stored in one central directory (see Contacts). Linking a contact to a project does not create a copy of that person — it simply adds them to the project as one of its contacts.

Why manage project contacts?

Viewing project contacts

  1. Open the Projects page and click the project you want to view.
  2. In the Project properties panel, find the Contacts row.
  3. Each linked contact is shown as a clickable link. Click a name to open that contact's page.

If a project has no contacts, the row is empty.

Project properties panel showing the Contacts row with a linked contact

Adding contacts to a project

Add an existing contact

  1. Open the project and click Edit project in the Project properties panel.
  2. In the Edit project dialog, find the Contacts field under Properties.
  3. Click the Contacts field to open the list of contacts, then select the one you want. Use the search box to find a contact by name.
  4. Click Save project.

You can add several contacts to the same project. Each one appears as a tag inside the field.

Edit project dialog with the Contacts field and the New contact button

Create a new contact

If the person is not in the directory yet:

  1. In the Edit project dialog, click New contact next to the Contacts field.
  2. Fill in the contact's details in the New contact dialog and click Save.
  3. The new contact is added to the Contacts field straight away. Click Save project to save the project.

You can also add contacts while creating a project. See Project Creation.

Removing a contact from a project

  1. Open the project and click Edit project.
  2. In the Contacts field, click the × on the tag of the contact you want to remove.
  3. Click Save project.

Removing a contact from a project does not delete the contact from the directory, and the contact stays linked to any other projects they are involved with.