Add project team members

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By assigning project team members such as project team, project partners, customers etc., you are able to distribute the workload of the project to the co-workers and to inform project members which projects they are assigned to or following up its process. Your employees will know for which parts of the business they are responsible.

By setting up a project team, you define access permissions to the project.

For more information on how to share the permissions or add a user to the list, please see Set up permissions.

  1. Open an existing project or create a new one.
    For more information on how to create a project see Create a project.
  2. On the Manage page, in the In Charge area do the following:

Send an email message

With the click on a resource you can create and send an email. You can send it also while choosing the resources. In the Address Book dialog box click the email address of the contact you want.

  1. In the dialog box, in the To box the name of the chosen resource is automatically displayed.
  2. In the Cc or Bcc box choose the staff group and click Cc or Bcc. In the Address book dialog box choose the contact and click Select, then OK.
  3. Click Attachments, if you want to add the saved documents from the Documents project page.
  4. In the Subject box, type the subject of the message.
  5. In the Email section you can choose the existing email templates from the drop-down list by clicking Templates.

    For more information on how to create or edit a template, see Customize email templates.

  6. You can also adjust the message with the range of the formatting features in the Email section.

    For the detailed description see Create and change comments in the Customize comments section.

  7. Click Send.

    In order to send the email message you must save and close the project.