The Project Dashboard

Access and Use Staffer Project Teams on the Staff Dashboard

  

You can easily see which projects a staffer has been assigned to on the Teams tab on the Staff Dashboard for a specific staffer. Once there, you can delete, add, or edit projects and/or the staffer’s role on projects. 

This article will show you how to access and use the Teams tab.

  1. Click My Company...Staff List from the navigation bar.
  2. Select a staffer from the Staff List.
  3. Click the Teams tab on the Staff Dashboard.
  4. See the project teams this staffer has been assigned to.

    The staffer can be added or deleted from a project team. 

    Click the trash can icon to remove a staffer from a project. Or add a project and/or a project role to the staffer by selecting values from the respective picklists.

    You can even edit previously selected project and project role values by clicking on the red triangle and selecting the appropriate value from the picklist.

    Only users with the rights to edit project teams and who can manage the staffer can make edits.

Where to Go from Here:

The Project List View

Managing Contacts for Projects 

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Further Reading

Need more details? Once you understand the basics, the articles below will take you a little deeper.