On this tab, you can list the project team members.
The tab contains the following two panes:
- Our Team: Comprises the list of your company employees responsible for the project.
- Customer Team: Comprises the list of customer contacts who are responsible for the project.
The "Projects (create)" form. The Team tab
To add a new member to Our Team, click Add on the left pane toolbar and select an employee from the Employees list.
In the Project Role column, you can select a role that this employee will play for the project as a team member. You can select the role from the list of Project Roles or add a new one on the fly.
To add a new member to Customer Team, click Add on the right pane toolbar and select a customer contact from the Company contacts list of the customer company contacts.
In the Project Role column, you can select a role that this contact will play for the project as a team member. You can select the role from the list of Project Roles or add a new one on the fly.