Managing a person profile's projects

To view and manage associated projects in a person's profile:

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. To view the person's profile, click on their name in the Name column.
    1. Use the search box to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.
  4. Selecting a profile to manage, part 1

  5. Use the options in the Current List of Projects box to manage tasks with that person.
    1. Use the search box to find for projects by name.
    2. Use the page controls to navigate the list of projects
    3. Click on the project's name to view its details.
    4. To edit a project, click on its Edit (mode_edit) icon in the Actions column.
    5. To permanently delete a project, click on its Delete (delete_forever) icon in the Actions column.
    6. Click on the Refresh button to refresh the list of projects.
    7. Click on the New Project button to add a new project associated with that person.

Options in the Current List of Projects box

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