Update project
•
Version: 10
Some tooltip text!
• 2 minutes to read
• 2 minutes to read
Steps
- Locate and open the project.
- Tap the Edit icon (
) in the footer. - Update the information as necessary.
- Tap Save.
Add project member
- Go to the project.
- Select the Project members tab (
). - Tap Edit project members.
- Find and tap the person.
- Tap Save.
Tip
You can also look up persons in the Company/contact screen and add them directly to your project.
Remove project member
On the Project members tab, do one of the following:
- Swipe left on the member, tap the Task button, and select Remove project member.
- Select Edit project members. Then swipe left on the member and tap the red x.
Assign function to project member
On the Project members tab, do one of the following:
- Swipe left on a member and select Edit. Then tap and select a function and save.
- Select Edit project members. Then swipe left on the member, tap the Task button, and select Set function.
Change status of a project
- Open the project.
- Tap the status icon (
) on the action bar. - Select Move to next status or Move to previous status.
- Go to the Details tab (
), tap Edit, and update any other fields with new information.
Link to an incoming request
When you are working with a project, consider linking the the project to relevant incoming requests to have it show up in the Requests tab on that project.
- Go to the main Requests page.
- Search for the request by name or ID.
- Tap Edit on the selected request.
- Scroll down, then tap Project and select the project you want to link.
- Save. The next time someone views that project, the item you linked is included on the Requests tab.
