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Using TeamDynamix
Projects / Workspaces
Project Manager Contact Information
Adding A New Contact to a Project
Adding A New Contact to a Project
Tags
add
add-contact
add-contacts
contact
contacts
PPM
project
project-manager
projects
projects-workspaces
Users can add new contact members to their projects. To add a new contact, the user must:
In
TDNext,
click the application menu, then click
Projects/Workspaces.
Select the project you would like to add a contact to. A menu will be expanded beneath the project name.
From the menu under the project name, click
Contacts.
At the top of the Contacts screen, click
+ New.
At the prompt, choose either
Choose an existing person to add as a contact
or
Create a new contact.
To choose an existing person to add as a contact:
Specify a project to add the contact to. The default project will be the one you chose in step 2.
Optionally, choose a Category that this contact falls into.
Use the search box or magnifying glass to select the Person you would like to add as a contact.
To create a new contact:
Enter a first name for the contact.
Enter an Organization for the contact.
Specify a project to add the contact to. The default project will be the one you chose in step 2.
Optionally, fill out other fields; only first name, organization, and project are required.
When complete, click
Save
.
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Article ID:
3492
Created
Mon 2/2/15 2:53 PM
Modified
Fri 1/3/20 11:09 AM
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Check out this knowledge base article I found in the TeamDynamix knowledge base. https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=3492 Adding A New Contact to a Project