Add participants to a project

You can create projects with only a Title. When you're ready to collect team members who will do the work, you can update the project.

Tips and tricks

  • Open vs. Update. The context menu for a Project gives you actions to take, including both an Open and Update option. You can add participants using either of these options. These steps explain how to add participants using the Update option. To learn how to open a project, follow the steps in Open a project.
    • Open — Use this option when you want to see all aspects of a project, such as assignments.
    • Update — Use this option if you want to change the original settings you used to create the project, such as due dates and participant

  • Keep in mind that after you add a participant to a project and give them tasks to complete, you might not be able to easily remove them. You can't remove a participant from an active project if they are:

    • A reviewer, approver, or coordinator of an active Review workflow in that project.
    • A reviewer or coordinator of a Topic workflow in that project.
    • Given an assignment in that project.

    For more details, read Remove participants from a project.

  • If you select a user who is not already a part of the project, they are automatically added to the Project participants.

To add participants to a project:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, right-click the project that contains the assignment you want to update, and then select Update.

    You can also click the context menu icon Action_Menu and then select Update.

  3. On the Update Project dialog, select the Participant tab.
  4. On the Select Users/Roles dialog, select the participants you want to add to this project.
    On the Select Users dialog, if the list is large or you only want to see a certain type of user, you can narrow the list in the following ways:
    • To see only names that contain a word or specific letters, in Filter, enter text. For example you can find names that contain "admin", or "review". You can't search for text in any other column except Name.
    • To see all users but sorted by Name, Security Type, or User Type, click the column heading and then click the grey arrow. To sort by Name or User Type you can also use the Sort By dropdown box.
    • By default, names with a User Type of Support are not included in the list. To see these users, select the Include support users option.
  5. When you're finished adding users and roles, click Select.
  6. On the Update Project dialog, click Update.

    You can see the newly added users and roles by opening the project and expanding the Participants pane.