How to add a team member to the project – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to add a team member to the project

  1. Go to Projects & services > Projects.
  2. Select the project you want to add a new team member
  3. In the Project space, go to Project team tab
  4. From the View by filter select Other active users
  5. Select the check box of the user you want to add as a new team member
  6. Click Set team member

Note: When new team members are added, they will be automatically assigned to all tasks if the project has the setting “Automatically assign new team members to tasks”.

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