How do I add a resource to a project?
Invite existing resource (individual – from company; team; or company resources)
Option 1
- Select Team Members in your Main menu.
- Click Add team member.
- Select the type of resource you want to add.
- Select the resource you want to add.
- Click Add.
Option 2
- Click View all in the Team Members card.
- Click Add team member.
- Select the type of resource you want to add.
- Select the resource you want to add.
- Click Add.
Invite individual external resources
Option 1
- Select Team Members in your Main menu.
- Click Add team member.
- Select Individual - external.
- Enter the resource's email address.
- Click the plus sign (
).
- Click Add.
Option 2
- Click View all in the Team Members card.
- Click Add team member.
- Select Individual - external.
- Enter the resource's email address.
- Click the plus sign (
).
- Click Add.