How do I link contacts and a client to a project?

A project has one client and any number of linked contacts. The client is who the work is for. Linked contacts are everyone else involved: a fabricator, a photographer, a gallery contact.

Set the clientCopy Anchor Link

1. Open the project.
2. Under Details, click Add client.
3. Search your network. Results are grouped as Organizations and Contacts.
4. Pick one, or type a new name and choose New organization or New contact to create it.

A project has one client: a contact or an organization, never both.

Link contactsCopy Anchor Link

1. Open the project.
2. In the Contacts section, click Add a contact and pick someone.
3. To remove someone, click Unlink beside their name. The contact stays in Network.

The project now shows on the contact's page too, under Projects. From the contact, Link a project lists your active projects. Archived projects aren't offered.

You can also right-click a linked contact for Unlink and the contact's own actions, such as Make a lead.

See the next task with each personCopy Anchor Link

When a task is linked to both the project and a contact or the client, the earliest open one shows under that person's name, with its due date. Click it to open the task. It shows in the project's Contacts section and under Client, and on the contact's or organization's page under each project.

To put a task there, link it to the project and the person: open the task and add both with Link to….

Link everything elseCopy Anchor Link

On the canvas, drag a project card's + onto another card to link the two.

RelatedCopy Anchor Link