Add a Contact to a Project

Project Contacts

Contacts relevant to your project can be copied from the hubsite. They can be copied in from the project contact page or when searching for a contact that is not present in the project. Project contacts can also have additional information, such as a project-specific project role. Project contacts can also be marked as a Key Contact for that project.

Navigate to Project Contacts to add from the contacts list.

One way to add a contact to a project is from the project contacts list.
In the project homepage, navigate to the contacts list by clicking Contacts in the left sidebar
menu.

Add Contact

Click the Add Contact button to open up the Add Contact to Project panel.

Search Hubsite Contacts

In the Add Contact to Project panel, type the full name of the hubsite contact you wish to add to the project.

Here, you can also add additional project contact information, such as their project role.

Add the key contact tag to contacts that are important to your project to make them easier to find
In the contacts list.

Add to Project

Once you click Add, the panel will close, and the contact will appear in the project contacts list. Contacts can only be added to a project once. If you cannot find your contact in the project contacts list, then it may have been hidden using the Hide Contact feature.

Add a Contact from the Contacts List

Navigate to Project Contacts

One way to add a contact to a project is from the project contacts list.

In the project homepage, navigate to the contacts list by clicking Contacts in the left sidebar menu.

Add Contact

Click the Add Contact button to open up the Add Contact to Project panel. 

Search Hubsite Contacts

In the Add Contact to Project panel, type the full name of the hubsite contact you wish to add to the project.

Here, you can also add additional project contact information, such as their project role.

Add the key contact tag to contacts that are important to your project to make them easier to find in the contacts list.

Add to Project

Once you click Add, the panel will close, and the contact will appear in the project contacts list. Contacts can only be added to a project once. If you cannot find your contact in the project contacts list, then it may have been hidden using the Hide Contact feature.

Add a Contact from the Search Box

Search for Project Contact

Another way to add a contact to a project is to use the search box.

If you are trying to use a contact within a project, but it isn't in the project already, you can add the project directly from the search bar.

First, search the name of the contact you are trying to find in the search bar.

If the contact you are looking for is not found in the project contacts list, click the Search Hubsite Contacts button at the bottom of the drop-down to open up the Add Contact to Project panel.

Search Hubsite Contacts

In the Add Contact to Project panel, type the full name of the hubsite contact you wish to add to the project.

Here, you can also add additional project contact information, such as their project role.

Add the key contact tag to contacts that are important to your project to make them easier to find in the contacts list.