Project Contact List
Purpose
The Project Contact List is a distribution list of all users and groups belonging to an active project. By utilising the Project Contact List, project stakeholders can conveniently connect with the relevant users and groups, streamlining communication and enhancing efficient teamwork within the project.
Please note an external user must be added to the project contact list to communicate with users not belonging to their own company
Steps
How to access Project Contact List
1. Navigate to the Menu bar icon and
2. Click Contacts under Communication.
1. Select Project Groups
2. Click on Project Contact List
The list of users will be displayed
Add Contacts to a Group
Click Add users to group.
The Contact List will pop up where you can search by Project or by Directory.
1. Search for the contact
2. Select them
3. Add Selected Users
A prompt will appear to let you know that you have successfully added the user/s to the group.
Exporting the user Group to Excel and PDF
To export your list to Excel or PDF, Select your group and click on the icons below.
1. Export to Excel
2. Download as PDF
Related Articles
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