Creating & Managing Projects
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      1. Customer Success Center
      2. Creating & Managing Projects

      Assign Projects in the Web App

      Follow the steps below to assign projects in the Web App.

      You can assign projects in the Web App when creating a new project or by clicking on an existing project and updating the project details. 


      For New Projects

      1. Create a Project. You’ll see spots for an 'Owner' and 'Assignee' in the pop-up. Make your selection from the drop-down menu of active users. 

       

      Edit Assignee

       

      For Existing Projects

      1. Open Existing Project. Click the project you need to assign. Select an Qwner and/or Assignee from the drop-down menu of active users.  
      2. Save: Don't forget to hit 'Save' to lock in the changes.

       

      Updating Existing Project