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
- You must have an existing project. Before you can follow the steps in this topic, Create a project if one doesn't exist.
- 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
To add participants to a project:
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Click
Projects.
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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
and then select Update. -
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.
