Contents
Purpose
Automated Email
Viewing and Adding Project Team Members
Deleting Project Team Members
Purpose
This document explains how Team Members are added to a project or project template and why a notification may received when a resource is not the owner or resource that will be deployed during the project.
Automated Email
When a new project is created, everyone listed as a Team Member in the template will be copied to the new project. The new project email automation is set up to notify anyone who is a team member on the new project at the time of project creation.
Viewing and Adding Project Team Members
Project members are added in several ways:
- Project Templates (via SalesForce directly):
- Making changes to a project information
- Add/Delete/Change project tasks
- Assigning resources to tasks
- Projects:
- You are assigned as the project owner
- Assigning a resource to a task
- Adding team members manually
To view members of a project or project template:
- Open the project
- Select the TaskRay Team Assignments link in the Related List Quick Links section
Deleting Project Members
Before deleting Team Members from a project, ensure no project tasks are assigned to that resource. Team Members can then be deleted from projects and templates with the following steps:
- Open the project
- Select the TaskRay Team Assignments link in the Related List Quick Links section
- Click the drop-down arrow at far left
- Select Delete
