Creating Projects & Choosing Members

Creating a new project

To start a project head to Workgroup > Project > Create Project.

Choose the customer this project is for, or if it's an internal project you can make yourself the customer.

Then simply add the project title and a summary of the project.

You can use our toolbar and inbuilt styles to emphasise your summary or bulletpoint a list.

Choosing Project Members

Project Members are the people you can assign tasks and ask questions of for this project.

Once a project is made, you will automatically be given project members based on the customer it's for.

The project creator will always be added, and so will the project's customer with any sub-contacts they have. Finally all Flyerlink users in the workgroups of your customer will be added..

If you need to add any more, simply click the Add member to project link.

You can also remove project members who aren't involved in this case and don't need to see the tasks.